I have transactions like those in the below table in my 401k plan.
I am trying to import those into beancount journal. I opened asset accounts
with booking method "NONE".
Can someone guide me how to create transactions for these? I tried following
2017-08-21 Plan contribution
Assets:401k:After-tax 7.219 {34.63 USD}
Income:Salary 250 USD
2017-08-30 Source to Source/Fund to Fund Transfer Out
Assets:401k:After-tax -7.219 {34.6*5* USD}
Equity:Transfer 250.14 USD
2017-08-30 Source to Source/Fund to Fund Transfer In
Assets:401k:Roth 7.219 {34.6*5* USD}
Equity:Transfer -250.14 USD
But it leaves some residual amount in the *Assets:401k:After-tax* account.
Although this number is small here it quickly adds up. Is there a better
way of doing this? Can I somehow make the Assets:401k:After-tax balance go
zero after this transfer?
Thanks a lot in advance for your help!
Date Transaction Description Source Fund Name Quantity Price Transaction
Amount
08/30/201
7 Source to Source/Fund to Fund Transfer Out AFTER-TAX Target Ret 2045 Tr
Sel 7.219 $34.65 $250.14
08/30/2017 Source to Source/Fund to Fund Transfer In 2017 ROTH CONVERSION
Target
Ret 2045 Tr Sel 7.219 $34.65 $250.14
08/21/2017 Plan Contribution AFTER-TAX Target Ret 2045 Tr Sel 7.219 $34.63
$250.00
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