How to handle transfers within 401k

2020-03-06 Thread shekhawat . k
I have transactions like those in the below table in my 401k plan. I am trying to import those into beancount journal. I opened asset accounts with booking method "NONE". Can someone guide me how to create transactions for these? I tried following 2017-08-21 Plan contribution Assets:401k:After-t

Re: How to handle transfers within 401k

2020-03-07 Thread shekhawat . k
Thanks, Martin! Highly appreciate the quick response. However, I am doing this import with python code. So in this case for the middle transaction I don't know that cost was 34.6*3 *(unless I keep track of that in program somehow). I encounter same problem (old accounts being left with non-zer

Re: How to handle transfers within 401k

2020-03-08 Thread shekhawat . k
Thanks, Martin! I manually entered the reduction of all existing lots in the previous fund. A pad directive for this discontinued fund combined with balance assertion would have been handy here. But I see it is not supported yet. Thanks a lot for your time! On Saturday, March 7, 2020 at 3:25:3