On 2015-08-27 16:58, David Glasser <[email protected]> writes:
> How do your buckets interact with the actual location of the funds? Ie, when
> you say that your income goes to the unallocated bucket, does it not also go
> to the actual bank account it is in? Are you using virtual accounts or tags or
> something?
This is my setup (which is copied from many sources):
--8<---------------cut here---------------start------------->8---
= expr (date>=[2014] and account =~ /^Expenses:/)
Bucket:$account -1
Total Buckets 1
= expr (date>=[2014] and account =~ /^Income:/)
Bucket:Unallocated:EUR -1
Total Buckets 1
--8<---------------cut here---------------end--------------->8---
So when I enter some expense transaction, it gets:
- added to the expense account explicitly
- removed from the bank account explicitly
- removed from the expense bucket by the rule above
- added to “Total Buckets” to keep things equal to 0 by the rule
When I enter some income, it gets:
- removed from the income bucket explicitly
- added to the bank account explicitly
- added to the unallocated bucket by the rule
- removed from “Total Buckets” by the rule
The budget transaction moves money from the unallocated bucket to the
expense buckets.
So I track my money in three places (I don’t count the “Total Bucket”):
- bank accounts, that show where the money is
- expense and income accounts, which show the collated expenses and
income
- expense buckets and the unallocated bucket (as well as some savings
bucket) that show what the money is meant for
Is it clearer?
Best,
Alan
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