I recommend downloading ofx files from them instead. For some reason the ofx export misses some 401k accounts for me, so I use the Quicken qfx export, which beancount_import/sources/ofx can still understand. When you download them you'll end up with separate accounts for each possible source (after tax, pre tax, rollover, matching).
The other way to do it is from the "Retirement plan" section you can get to a transaction view screen. Change the "View by" setting to "Both" and you'll see it broken down by both fund and source type. [image: image.png] On Sat, Feb 6, 2021 at 12:46 PM Aaron Stacy <[email protected]> wrote: > My employer uses Vanguard for its 401k program. I can (and do) configure > automatic paycheck deductions for both pre-tax and after-tax contributions. > > Vanguard's statements and exports are frustrating because they lump both > of these into one amount. I've been trying to track them as 2 different > accounts, but that means asserting the balance involves adding them > together, making sure that matches the statement/website, and then adding > the assertions manually. > > Is there a better way to track these 2 amounts? Or does someone know of a > better way to export Vanguard balances (they're also annoying since they > never provide running totals, and the balances are always for the date of > export, rather than the date range of the export)? > > -- > 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/CACjABkny%2BvbQDA4wO3imvxA2s0nrwmuaG3moR6Guebjpa1cBew%40mail.gmail.com > <https://groups.google.com/d/msgid/beancount/CACjABkny%2BvbQDA4wO3imvxA2s0nrwmuaG3moR6Guebjpa1cBew%40mail.gmail.com?utm_medium=email&utm_source=footer> > . > -- 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/CACGEkZsxN6ptsqr5K81COfF2hpFR4ZeMyWsEE4pVEqDupOZNiQ%40mail.gmail.com.
