Martin, thank you for responding! Your examples are quite helpful. I will examine them further to be sure I understand what is happen. I would really like to mirror the transactions as I would find them on my account statements. I wasn't sure if I was using the accounts correctly.
I think the example you give from a US context with private insurance is similar in some ways to the Canadian perspective of employer dental benefits and medications. In my case, I have quite a few of them over a year. On Thursday, May 9, 2019 at 8:41:59 PM UTC-4, Martin Blais wrote: > > There's a lot to say and it's an involved topic (especially with > in-network and out-of-network differences), I can't do it right now (I'll > write a doc at some point, I started writing something here: > https://docs.google.com/document/d/16RKEl1NJ3qg8VU9vKRRvgIv3CyGs0_4ASS4lD5iBFTw/edit?usp=sharing > > but it's not quite finished yet, needs review), but one quick thing I'd > mention is you should use a links to tie together these transactions, so > you can use the "bean-doctor linked ..." to view them together. > > Something like this provides some ideas (for a US context with private > insurance): > > ;;; accounting/blais.beancount:49452: > > > > > ;;; > > > > > ;;; 2015-10-01 * "KLEIN" "Cleaning, X-ray, Oral evaluation. Issued: > 2015-10-10" #out-network ^delta-dental-claim-2015123456789 > > > > ;;; Expenses:Health:Dental:Claims 440.00 USD > > > > > ;;; Expenses:Health:Dental:ClaimsPayment -301.00 USD > > > > > ;;; Liabilities:AccountsPayable:Klein -49.00 USD > > > > > ;;; Expenses:Health:Dental:WriteOffs -90.00 USD > > > > > ;;; > > > > > ;;; > > > > > ;;; accounting/blais.beancount:25387: > > > > > ;;; > > > > > ;;; 2015-10-19 * "Klein Dentists" "KLEIN DDS" > ^delta-dental-claim-2015123456789 > > > > > ;;; note: "Paid $350 right away, will wait for insurance check > later." > > > > ;;; Liabilities:US:BofA:GoldCard -350.00 USD > > > > > ;;; Liabilities:AccountsPayable:Klein 49.00 USD > > > > > ;;; Assets:AccountsReceivable 301.00 USD > > > > > ;;; > > > > > ;;; > > > > > ;;; accounting/blais.beancount:17070: > > > > > ;;; > > > > > ;;; 2015-11-04 * "ATM CHECK DEPOSIT" ^delta-dental-claim-2015123456789 > > > > > ;;; Assets:US:BofA:Checking 301.00 USD > > > > > ;;; Assets:AccountsReceivable -301.00 USD > > > > > ;;; > > > > > ;;; > > > > > ;;; |-- Assets > > > > > ;;; | |-- AccountsReceivable > > > > > ;;; | `-- US > > > > > ;;; | `-- BofA > > > > > ;;; | `-- Checking 301.00 USD > > > > > ;;; |-- Expenses > > > > > ;;; | `-- Health > > > > > ;;; | `-- Dental > > > > > ;;; | |-- Claims 440.00 USD > > > > > ;;; | |-- ClaimsPayment -301.00 USD > > > > > ;;; | `-- WriteOffs -90.00 USD > > > > > ;;; `-- Liabilities > > > > > ;;; |-- AccountsPayable > > > > > ;;; | `-- Klein > > > > > ;;; `-- US > > > > > ;;; `-- BofA > > > > > ;;; `-- GoldCard -350.00 USD > > > > > ;;; > > > > > ;;; Net Income: (-49.00 USD) > > > > > > > > > > On Thu, May 9, 2019 at 7:09 PM John Mee <*@johnmee.com> wrote: > >> ...doh, sorry for the noise, that should probably be around the other >> way... fiddle until it is right. I just wanted to suggest tagging as the >> solution. >> >> 2019-04-16 * "Insurance" "Medical Expense reimbursement for Root Canal" >> #reimbursment #<insurer-name> >> Assets:Chequing 1000.00 CAD >> Expenses:Medical:Dental >> >> -- >> You received this message because you are subscribed to the Google Groups >> "Beancount" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to bean...@googlegroups.com <javascript:>. >> To post to this group, send email to bean...@googlegroups.com >> <javascript:>. >> To view this discussion on the web visit >> https://groups.google.com/d/msgid/beancount/ab38a75b-b011-4843-897f-179e08347720%40googlegroups.com >> >> <https://groups.google.com/d/msgid/beancount/ab38a75b-b011-4843-897f-179e08347720%40googlegroups.com?utm_medium=email&utm_source=footer> >> . >> For more options, visit https://groups.google.com/d/optout. >> > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To post to this group, send email to beancount@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/840a5c38-71df-4072-a024-1955f7166c75%40googlegroups.com. For more options, visit https://groups.google.com/d/optout.
