I use the scheduled transaction feature of ledger-mode to load up my
expected transactions for the near future. As the real transactions come in
I delete/update the prediction.

On Monday, November 17, 2014, Harpreet Sangha <[email protected]> wrote:

> I'm curious to know how people use Ledger for paycheck budgeting and
> forecasting...
>
> Ideally, I'd like to enter my paycheck as an itemized, recurring
> transaction with each posting in the form of a expression that allow
> calculating how much to deposit into account based it's YTD balance.  This
> would be useful, for example, with taxes for which withholding amounts vary
> based on YTD earnings and retirement contributions that have YTD maximums.
>
> To my knowledge, achieving this with automatic transactions is not
> possible, but I'm optimistic that it can be achieved, if necessary, with
> embedded python scripts.  Before I go down that road, though, I'd like to
> know what other, more experienced users of Ledger do.  My goal, as the the
> subject suggests, is to allow me to budget and forecast.
>
> The obvious "simple" solution seems to be to simply manually enter known
> future transaction, taking the tax withholding and retirement contributions
> into consideration.  This approach, however, requires manual maintenance of
> each and ever forecasted transaction when factors change (i.e. bonus pay
> differs from estimated amount, W-4 change, contributions change, etc.).
>
> I look forward to any feedback.  Thanks in advance!
>
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-- 
Craig, Corona De Tucson, AZ
enderw88.wordpress.com

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