Hello,
I am trying to get a summary of what my health insurance needs to reimburse
me. So I started by tracking the bills I pay with tags:
2014/02/19 * Associated Dentists
; insurance: dental
; patient: pascal
; treatment: 2014/02/03
Expenses:Insurances:Health 68.75 CHF
Assets:Account:Bank
2014/03/31 * Hospital
; insurance: accident
; patient: pascal
; treatment: 2014/03/29
Expenses:Insurances:Health 68.75 CHF
Assets:Account:Bank
The insurance have different ways to reimburse and different coverages
depending on what is in your contract. Say for accidents, they cover 50% of
all costs, and for dental 75% and for the remaining part, there is a
liability of 300 CHF. (that's actually simplified but enough for this
case...).
when they reimburse me, I just track it as an income.
I tried this:
; rounds to the nearest 5 cents limit.
define swiss_rounding(amount) = (roundto(amount * 20, 0) / 20)
= /Insurances:Health/ and tag insurance = 'accident'
(Virtual:Summary:Health) (swiss_rounding(amount * 0.50))
= /Insurances:Health/ and tag insurance = 'dental'
(Virtual:Summary:Health) (swiss_rounding(amount * 0.75))
; missing computation of the remaining amount this year @ max 300 CHF
= /Income:Health and tag insurance
(Virtual:Summary:Health) 1.0
Unfortunately I don't seem to be able to use tag values to apply the
formulas separately depending on that tag value (all transactions tagged
with 'insurance' get both rules applied), nor did I find a way to do a
transaction that depends on the current amount in a particular account for
a given period (typically the calendar year).
Is there a way to do that ? Did I miss some obvious documentation ?
Thanks a lot for any help,
Pascal
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