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Using Tags to Track Expense Reports

Page history last edited by Erik Britt-Webb 7 mos ago

Here is a brief example of how to use tags to track expense reports.

This is a cross post from Wesabe discussion Best Practice to enter reimbursment of expenses.

 

The way I do it is to create a tag for each expense report, such as ExpReport01, ExpReport02. Let's say I have five expenses for ExpReport01, which add up to $100. Then let's say my next paycheck is for $1100, which includes $1000 pay and $100 reimbursement. I would use these two tags: Paycheck:1000 ExpReport01:100.

In the end, the transaction sum for ExpReport01 is $0, while my Paycheck tag appropriately reflects my income.

Comments (1)

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pmarsteau said

at 4:25 pm on May 31, 2009

but the above solution in current version (may 2009) the tagged in/out will show in the earning and spending reports. Some users outlined a trick which consist in tagigng the spending as job expense, then mark the corresponding reimbursment as a "transfer". Problem is, this will not work for transaction that include more than just the reimbursment (i.e. paycheck). You cannot use a splitting part as a transfer only. Any other idea?

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