Folks,
I had a question about the applicability of tags and notes.
Looking through the man page for ledger v3 and reading postings in
this news group, it appears as though ledger v3 has a feature I could
put to good use: tags and notes.
In the US some organizations allow an employee to contribute a certain
amount of money to a retirement fund called a 403b. One can make
pre-tax and post-tax contributions via paycheck withholdings, and the
employer may also make their own contributions to the employee's fund.
There are limits placed on the pre-tax contributions, and on the total
contributions. I'd like to take advantage of tagging to allow me to
run reports on the total amounts contributed on a pre-tax basis and on
the total amounts contributed (pre-tax, post-tax, employee).
It looks as though entries like the following:
2010/12/17 Paycheck
Assets:403b:SCRP $1,375.00 ; 403b: pre-tax
Assets:403b:SCRP $1,000.00 ; 403b: post-tax
Assets:403b:SCRP $500 .00 ; 403b: employer basic
Assets:403b:SCRP $500 .00 ; 403b: employer match
Assets:Checking $10,000.00
Income:Organization
would then allow me to compute the total contributions:
ledger -s reg tag 403b
or just the pre-tax contributions:
ledger -s reg note pre-tax
Does this technique carry any gotchas I need to watch out for? Are
there simpler techniques for this sort of tracking?
Jim
