How about
ledger {reg|bal} assets:health.savings and payee transfer
?
Of course, you need to be consistent about what you're doing in the payee field.
Michael
On 21/07/14 13:19, Nathan Grigg wrote:
> I've been thinking about how to track transfers into a certain account, for
> example, a Health Savings Account or 401k.
>
> For example:
>
> 2014-06-01 Transfer
> Assets:Health Savings $500
> Assets:Checking
>
> 2014-06-10 Doctor
> Expenses:Health $200
> Assets:Health Savings
>
> 2014-07-01 Interest
> Assets:Health Savings $0.25
> Income:Interest
>
> For tax purposes, I care about the total amount transferred in ($500 in this
> case).
>
> Solution 1: Tags.
> 2014-06-01 Transfer
> Assets:Health Savings $500
> ; Taxes: HSA Contribution
> Assets:Checking
>
> Now leger bal "Assets:Health Savings" and "%Taxes=HSA Contribution" gives me
> $500. The downside is that tags can be difficult to work with. (For example,
> can you match a tag value by regex? Not that I can see)
>
> Solution 2: extra accounts. I've put them under Expenses, because that seems
> most apt, but still a little weird.
>
> 2014-06-01 Transfer
> Expenses:HSA:Contribution $500
> Expenses:HSA:Transfer -$500
> Assets:Health Savings $500
> Assets:Checking
>
> Now leger bal "Expenses:HSA:Contribution" gives me $500. The downside is that
> this is more verbose. You also have a more or less meaningless account in
> Expenses:HSA:Transfer. You can use automated transactions to clean up data
> entry, but it still may not be worth it. Also, I'm soured on automatic
> transactions since rediscovering bug 983
> http://bugs.ledger-cli.org/show_bug.cgi?id=983.
>
> Does anyone else try to solve this problem? Is there a solution I'm
> overlooking?
>
> Nathan
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