Hi,
I'm actually separating it at the root level. e.g. I have
Assets:Joint:US:Fidelity:Brokerage
Assets:Spouse1:US:Fidelity:HSA
Assets:Spouse2:US:Fidelity:HSA
I haven have income/expenses tracked that way
Income:Joint:Food
Income:Spouse1:BankFees
Income:Spouse2:BankFees
That way I can with a simple prefix where statement limit it.
Regards,
Patrick
On 31.05.2020 09:10, Jonathan Goldman wrote:
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!
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