I saw in the cookbook <https://docs.google.com/document/d/1Tss0IEzEyAPuKSGeNsfNgb0BfiW2ZHyP5nCFBW1uWlk/edit#> document this mention of how to organize accounts:
Over time, I’ve iterated over many ways of defining my account names and I > have converged to the following convention for Assets, Liabilities, and > Income accounts: > Type : Country : Institution : Account : SubAccount My question is what are recommendations for handling spouse accounts and children. Specifically, if you have a spouse and kid and have IRAs or HSAs what is the a good structure to follow? Suppose these are the accounts you have: Asset:US:Fidelity:Brokerage:...(joint) Asset:US:Fidelity:HSA:Spouse1 Asset:US:Fidelity:HSA:Spouse2 Asset:US:Fidelity:IRA:Spouse1 Asset:US:Fidelity:IRA:Spouse2 Asset:US:Fidelity:529:Child1 Asset:US:Fidelity:529:Child2 Asset:US:Schwab:IRA:Spouse1 Asset:US:Schwab:IRA:Spouse2 I can imagine one kind of analysis is to aggregate by IRA and spouse but maybe not include children and look across institutions. This is possible with the right SQL query but just wondering if this structure is ok or if there is a better/simpler structure when building accounts to track all finances for a family. thanks in advance! -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/396e3d7b-f9d0-4955-86a4-0498a2f5ca2f%40googlegroups.com.
