Maybe unrelated, but when entering reimbursable transactions, I enter a
second transaction to indicate a reimbursable expense. Mostly so I don't
lose it.
For example:
Day1 Doctor Visit - Copay
Amex -20
Doc +20
FSA Funds -20
Memo: DocVisitDay1 FSA Unclaimed +20
Now, I have an FSA Unclaimed account with non-zero balance. Since there
is a non-zero balance there, I need to enter some claims. When I enter
the claim:
Day2 Submit claim
Memo: DocVisitDay1 FSA Unclaimed -20
Memo: DocVisitDay1 FSA Submitted +20
If I don't have the "FSA" account on the original visit, it becomes
difficult to locate that original Doctor Visit transaction, since it is
in a different account. Or, I would need to make sure that I
simultaneously enter the Copay entry and submit the insurance claim,
otherwise I might lose track of the original expense that I need to submit.
This is from the GNUCash manual:
https://www.gnucash.org/docs/v4/C/gnucash-guide/accts-oa5.html -
reimbursable expenses, travel advances
For example, when you use your personal card on a business trip, you
enter CreditCard -X, Dining +X and Employer -X, Reimbursable +X in the
same transaction. At the end of the trip, submit all Reimbursable
entries, and wait for a check from your employer. The check is entered
as Reimbursable -X, Checking +X.
For an out-of-network doctor:
Day1 DocVisit Medical +200
Doc +200
Day1 DocPay Amex -200
Doc +200
Medical -200
Unclaimed +200
Day2 Submit DocVisit to insurance Unclaimed -200
Claimed +200
Day20 EOB Claimed -200
Covered 75% Covered +150
Copay, etc Uncovered +50
Uncovered -50
FSA Unclaimed +50
Day21 Insurance Check Covered -150
Checking +150
Day22 FSA Submit FSA Unclaimed -50
Submitted +50
Day25 FSA Approved Submitted -50
Approved +50
Day28 FSA Reimburse Approved -50
Checking +50
You can shorten some of these A>B>C transfers, but since the processing
period is sometimes weeks, the dates on the doctor visit, insurance
check, and FSA reimburse might be days or weeks apart. The date of the
Insurance check deposit should correspond to the deposit date, not the
doctor visit date; same for the FSA reimbursement.
-Justin
On 1/15/23 3:46 PM, Phyllis Bruce wrote:
I agree, why change them. However, I question the need to make a single 4
way split unless one of the transactions is to or from a single account.
On Sun, Jan 15, 2023 at 1:51 PM Fred Tydeman <tydeman.f...@gmail.com> wrote:
I have one transaction moving money from A to B (one pair)
I have another transaction moving money from C to D (another pair)
I now realize I should have one transaction with 4 splits.
Is there an easy way to merge the two pairs into one 4-way split?
Or, do I have to manually re-enter 40 transactions?
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