Thanks Jostein, It is essentially What I ended up doing, only that I did not do it in the account names but in the tags. I have now a tag 'dental_insurance' and another 'accident_insurance', which lets me filter by type and patient.
Just curious: how does your account name approach make the restriction to some periods easier than with tags? I'm pretty noob in both accounting and ledger itself... Pascal Am 04.04.2014 18:27 schrieb "Jostein Berntsen" <[email protected]>: > On 02.04.14,22:53, Jostein Berntsen wrote: > > On 30.03.14,23:12, Pascal Fleury wrote: > > > 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 ? > > > > > > > Could you use Expenses:Insurances1:Health and Expenses:Insurances:Health > > instead and calculate this in a different way? That would also make it > > easier to limit it to specific periods? > > > > This should be Expenses:Insurances1:Health and Expenses:Insurances2:Health > > > Jostein > > > -- > > --- > You received this message because you are subscribed to the Google Groups > "Ledger" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > For more options, visit https://groups.google.com/d/optout. > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
