Shop #

Shop helps you organize your shopping, grocery, and wish lists.

Our household uses Shop for grocery and general household supplies. After creating our Meal Plan for the week, we add all of the ingredients that aren’t in our Inventory to our shopping list. Anytime we are low on something, we add it to Homechart, and for things we use regularly like bread, we create Staples for them. For our Household Projects, we track materials we need like paint, wood, or parts that we need to buy. This setup helps us avoid multiple trips to the store.

We also have Lists created for most family members, extended ones included. Throughout the year, we’ll add ideas/things they say they wanted, and use the lists for holiday shopping.

I added Shop to compliment Cook–with all of these Recipes and Meal Plans, there needed to be an easy way to shop for their ingredients.

Lists #

Shop > Lists are how you organize and plan your purchases. Lists contain Shop > Items that you need to buy. You can create Personal or Household Lists, and you can associate Lists with Budget > Categories to see how much money you have saved compared to how much money the items in the list cost.

Pick Up #

Pick Up is a special list–it’s stuff that you need to buy ASAP. You’ll use the Pick Up list when you go shopping, as it has the things that your household needs in it.

You can move Items from a List to Pick Up when you’re ready to prioritize purchasing them.

Stores #

Shop > Stores are Budget > Payees with the Shopping Store option ticked, thus helping you avoid duplicating entries. You’ll use Stores to filter your Pick Up list, so you can easily see what you need when you’re at a certain Store.

Categories #

Shop > Categories make shopping easier by sorting Shop > Items into Categories–these could be Aisles, Departments, etc. When you go to Shop, the Pick Up list will sort the items by Category first.

Categories work by matching the name of an Item. You can change the existing Categories, and test how they work using Test Categories.

Categories can also have a default Shop > Store, which will automatically associate Items with Stores.

Items #

Shop > Items are things you need or want to buy. Items can have a Price added to them that will be used to calculate how much a List or Pick Up will cost. Items can also be part of a Category or Store.

Staples #

Shop > Staples are recurring Items. When you create or edit an Item, you can tick Make Staple and set how frequently you need to buy something. For example, if you need to buy bread every 2 weeks, you’d set that for the recurrence. Homechart will remember the last time you bought bread, and add bread to your Pick Up list when it’s time to buy it again.

Integrations #

  • Budget: Shop > Lists can be associated to Budget > Categories so you can save for your wishlists
  • Cook: Shop > Pick Up can include ingredients you need for your Cook > Recipes. Homechart will consult your Inventory and exclude the ones you have in stock.
  • Inventory: Shop > Pick Up can contain Inventory > Items that you need more of
  • Project: Shop > Items can ae associated with Plan > Projects
  • Shop: Shop > Pick Up can have Cook > Meal Plan Ingredients added using Calendar