At Sun, 20 Jul 2014 20:19:07 -0700,
Nathan Grigg wrote:
>
> I’ve been thinking about how to track transfers into a certain
> account, for example, a Health Savings Account or 401k.
>
> […]
Hi Nathan,
I use “transfer” accounts to keep track of transferring money. [1]
Maybe you can try this:
2014-06-01 Transfer
Transfer:A:Checking->A:Health Savings
Assets:Checking -$500
2014-06-01 Transfer
Transfer:A:Checking->A:Health Savings
Assets:Health Savings $500
2014-06-10 Doctor
Expenses:Health $200
Assets:Health Savings
2014-07-01 Interest
Assets:Health Savings $0.25
Income:Interest
2014-08-01 Transfer
Transfer:A:Savings->A:Health Savings
Assets:Savings -$100
2014-08-01 Transfer
Transfer:A:Savings->A:Health Savings
Assets:Health Savings $100
This report (if I understand it correctly) will report transfers to
the health savings account:
$ ledger -f x.lgr -s -r --display "account=~/^Assets:Health/" bal ^Transfer
$600.00 Assets:Health Savings
best, Erik
1. I find transfer accounts useful because my banks tend to report
each “side” of a transfer, e.g. when I pay a credit card my bank
account has a transaction and my credit card has a transaction. Rather
than delete one of these, I keep both with an intermediary transfer
account. Additionally, they allow reports like this one with needing a
particular payee or metadata.
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