I find using custom payees for a single part of a transaction works out
really well:
2014/1/1 Salary
Income:Salary $100
Assets:Health Accounts:HSA:HSA Bank $2.00 ; Payee: Employee
Contribution
Assets:Health Accounts:HSA:HSA Bank $1.00 ; Payee: Individual
Contribution
....
2014/1/12 Transfer/HSA contrib
Assets:Checking Account
Assets:Health Accounts:HSA:HSA Bank $4.00 ; Payee: Individual
Contribution
....
2014/1/12 Transfer/HSA contrib
Assets:Checking Account
Assets:Health Accounts:HSA:HSA Bank $1.00 ; Payee: Nondeductible
Contribution
....
Then, you can determine different types of contributions separately:
ledger reg ".*:HSA.*" and @Individual
ledger reg ".*:HSA.*" and @Employer
ledger reg ".*:HSA.*" and @Nondeductible
Hope that helps.
> On Sunday, July 20, 2014 8:19:11 PM UTC-7, 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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