On 30.03.14,23:12, Pascal Fleury wrote:
> Hello,
> 
> I am trying to get a summary of what my health insurance needs to reimburse
> me. So I started by tracking the bills I pay with tags:
> 
> 2014/02/19 * Associated Dentists
>     ; insurance: dental
>     ; patient: pascal
>     ; treatment: 2014/02/03
>     Expenses:Insurances:Health   68.75 CHF
>     Assets:Account:Bank
> 
> 2014/03/31 * Hospital
>     ; insurance: accident
>     ; patient: pascal
>     ; treatment: 2014/03/29
>     Expenses:Insurances:Health   68.75 CHF
>     Assets:Account:Bank
> 
> The insurance have different ways to reimburse and different coverages
> depending on what is in your contract. Say for accidents, they cover 50% of
> all costs, and for dental 75% and for the remaining part, there is a
> liability of 300 CHF. (that's actually simplified but enough for this
> case...).
> when they reimburse me, I just track it as an income.
> 
> I tried this:
> 
> ; rounds to the nearest 5 cents limit.
> define swiss_rounding(amount) = (roundto(amount * 20, 0) / 20)
> 
> = /Insurances:Health/ and tag insurance = 'accident'
>   (Virtual:Summary:Health)    (swiss_rounding(amount * 0.50))
> 
> = /Insurances:Health/ and tag insurance = 'dental'
>   (Virtual:Summary:Health)    (swiss_rounding(amount * 0.75))
>   ; missing computation of the remaining amount this year @ max 300 CHF
> 
> = /Income:Health and tag insurance
>   (Virtual:Summary:Health)    1.0
> 
> Unfortunately I don't seem to be able to use tag values to apply the
> formulas separately depending on that tag value (all transactions tagged
> with 'insurance' get both rules applied), nor did I find a way to do a
> transaction that depends on the current amount in a particular account for
> a given period (typically the calendar year).
> 
> Is there a way to do that ? Did I miss some obvious documentation ?
> 

Could you use Expenses:Insurances1:Health and Expenses:Insurances:Health
instead and calculate this in a different way? That would also make it
easier to limit it to specific periods?

Jostein


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