Jon, If I understand your question, it relates to transferring or spending money going into an IRA. I had a similar problem with RRSP's in Canada. When you transfer funds they aren't actually spent even though you have them in an account that you can't use. My solution which I am sure is not proper accounting, but seems to work for me, was to set up a separate GNUCash file for RRSP's and then instead of transferring the money I spent it in my main file and recorded it in the RRSP file. Then my budget worked for me.
Larry On Wed, Jul 15, 2020 at 3:17 AM Jon Griffith <j...@jongriffith.com> wrote: > I'm a first time user of gnucash and I've run into a challenge that I can't > figure out. > > Preface: My budget is a plan. My budget is a zero based budget, meaning > that I start with the income I'm expecting, and I "spend" all of it until > nothing is left every month. Part of that "spending" is transferring $$ > into savings, which is a net zero Income/Expense transaction. > > Hypothetical: Every month I receive $3000 net. I need to "spend" 15% of > that by moving it to my Roth IRA. So, I transfer $450.00 to my IRA from my > Checking account (Liquid to Non-liquid asset transfer). > > I would figure that on my Budget, I could enter $450.00 as a value for the > IRA asset account and it would be subtracted from the total at the bottom > of the budget in the "transfer" row thereby reducing what I have left to > spend for that month. > > Problem: Some asset accounts affect the transfer value on the budget and > some don't. > > I understand how to do a transfer from a register, but "planning" for that > transfer such that it affects the budget bottom line seems to be spotty. > What am I missing? > _______________________________________________ > gnucash-user mailing list > gnucash-user@gnucash.org > To update your subscription preferences or to unsubscribe: > https://lists.gnucash.org/mailman/listinfo/gnucash-user > If you are using Nabble or Gmane, please see > https://wiki.gnucash.org/wiki/Mailing_Lists for more information. > ----- > Please remember to CC this list on all your replies. > You can do this by using Reply-To-List or Reply-All. > _______________________________________________ gnucash-user mailing list gnucash-user@gnucash.org To update your subscription preferences or to unsubscribe: https://lists.gnucash.org/mailman/listinfo/gnucash-user If you are using Nabble or Gmane, please see https://wiki.gnucash.org/wiki/Mailing_Lists for more information. ----- Please remember to CC this list on all your replies. You can do this by using Reply-To-List or Reply-All.