Michael: this is a clever solution, I had never thought of it. Mostly because I don't have good filtering capabilities yet.
Nathan: I solved this problem by using a second currency to track the transfers, with an associated Income, Asset and Expense accounts in that currency. This requires no special filtering, only a bit of discipline to replicate existing postings (which can be automated). I'm assuming these HSA accounts are similar to tracking 401k and IRA contributions, which have limits and for which you may have to declare an amount for taxes. I briefly allude to this in this new section of the cookbook I wrote today (look for US401K): https://docs.google.com/document/d/1Tss0IEzEyAPuKSGeNsfNgb0BfiW2ZHyP5nCFBW1uWlk/edit#heading=h.pud91h3035s4 I'll be adding a section about 401K's very soon - meant to do it today actually - which describe this "mirrorring" solution in more detail, but if you look on the list you will find some emails where I discuss the solution, look for IRA or 401K or RSP. Cheers, On Sun, Jul 20, 2014 at 11:31 PM, Michael Norrish <michael.norr...@gmail.com > wrote: > 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 > > -- > > --- > You received this message because you are subscribed to the Google Groups > "Ledger" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to ledger-cli+unsubscr...@googlegroups.com. > For more options, visit https://groups.google.com/d/optout. > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. For more options, visit https://groups.google.com/d/optout.
