Keith, Your payment plan would be best represented by a Liability account "PaymentPlan" or similar.
For each service provider you could have an expense account for the services provided by that provider as sub accounts of a Medical Expenses expense account. If you don't need to break down the expenses by provider, then you could use a single "Medical Expenses" expense account. When you receive a service you increase the balance (debit) of the relevantexpense account(s) and increase the balance (credit) the liability account. WHen you make a payment to the plan you would decrease the balance of your bank account (credit) and decrease the balance (debit) of the liability account "Payment Plan". Alternatively you could use the Business features of GnuCash and create each provider as a vendor and have a single Medical Expenses account. Here when you receive a service, you would raise an invoice. this automatically credits a Liability account "Accounts Receivable" and you would specify the Medical Expenses account as the account to debit. Here when you make a payment, you would credit your Bank account and debit the "Accounts Receivable". If you are only using the business features to record the expenses incurred on the payment plan then the balance of the "Accounts Receivable" is what you owe the plan at any time. With the reports for the BUsiness features you can use the vendor reports to breakdown what is owning to each vendor, but presumably the purpose of the payment plan is that you do not have to bother doing that as the Payment plan takes care of ensuring the vendors are paid on time Which approach is better depends on what you need the information for and exactly what it is you need or want to know and what information you need to record in your accounts to satisfy thatto satisfy that On Fri, 2025-11-07 at 13:27 +0100, keith adams via gnucash-user wrote: > 11/07/2025 @ 0726 EST > Gnucash (Flathub v5.13). I have a payment plan set up with the > hospital that owns numerous providers. I record payments in my > Gnucash checking account. The balance in the plan changes when I > receive services or make payments. After many hours I cannot figure > out how to correctly show activity in the plan (with sub accounts for > each provider/service so I can make itemized reports). Please Help. > And Thank You! > _______________________________________________ > gnucash-user mailing list > [email protected] > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. _______________________________________________ gnucash-user mailing list [email protected] To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.
