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It's been a while since I looked at Plain Text Accounting but I want to do one thing I couldn't figure out how to do. Maybe someone here has ideas? Cross Accou
by lars_francke 6y ago
It's been a while since I looked at Plain Text Accounting but I want to do one thing I couldn't figure out how to do. Maybe someone here has ideas?
Cross Account Budgets[1]. I want to assign every cent coming in to a budget but the budget shouldn't be tied to a specific account as money can come in on multiple accounts but I want to model the "real" situation at the same time and assign the money to a bank account.
[1] Described in this old mailing list post: https://groups.google.com/g/beancount/c/ddi5fOuAFoU/m/jp3d0ME5AgAJ https://groups.google.com/g/beancount/c/ddi5fOuAFoU/m/jp3d0M...
- SllX 6y agoYou don’t have to overcomplicate it, just assign an expense to an account as you record it and account for it in your budget separately. If you have two checking accounts that you use for Gas for example, you would credit the appropriate bank account the money came out of at the time of purchase and debit the appropriate expense account in the General ledger. What you see in the Expense account will then reflect how much money you spent on Gas no matter which checking account you used. You can then compare this to what you budgeted for. EDIT: Here’s the appropriate PTA page on how you can use these tools for budgeting, but these are just tools. The General Ledger can reflect as much or as little data as you want it to, and the quality of the reports they generate will be based off that. https://www.ledger-cli.org/3.0/doc/ledger3.html#Budgeting https://www.ledger-cli.org/3.0/doc/ledger3.html#Budgeting
- lars_francke 6y agoThank you. Yes, that's one way of doing it but that's a manual step. I'd like the expense and budget to be combined (been doing that for years in Excel and it works for me).