Re: Gnucash and 529 plans

2018-03-26 Thread Eric Siegerman
Caveat: I'm not an accountant. On Sat, Mar 24, 2018 at 07:21:31PM -0700, Steve Kelem wrote: > How do I keep track of whether I've requested enough > disbursements? Presumably you have a GNC account for the 529 plan already, reflecting its balance, earnings, etc. Here's an approach that, while

Re: Gnucash and 529 plans

2018-03-25 Thread Dale Alspach
You could make an education subaccount of your checking account and remember to pay all qualified education expenses from that subaccount. Any reimbursement from the 529 fund should go there. If the balance in the subaccount is negative you know that you need to do a transfer. You will need to

Gnucash and 529 plans

2018-03-24 Thread Steve Kelem
I have a question about recording 529-plan transactions in GnuCash. Not the basic movement of funds between checking and 529 account, as discussed 7 times in the GnuCash archives. There are two aspects of the 529 plan. The first is getting money into and out of the 529 account.