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faq: How to track savings goals

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Simon Michael
2024-04-12 09:17:18 -10:00
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@@ -215,3 +215,17 @@ You can record them either in your base currency, or with a dedicated commodity
As you use them, transfer/convert them to expenses. As you use them, transfer/convert them to expenses.
If you don't need such detail you can record their full amount as an expense on the purchase date, and not track them further. If you don't need such detail you can record their full amount as an expense on the purchase date, and not track them further.
### How to track savings goals ?
Some ways:
- Document the goal in the account name so it shows up in reports along with the balance. Simple.
- Treat it as a budgeting problem and follow one of the many [[budgeting]] guides. h/ledger's --budget goal report is probably more useful than envelope budgeting here.
- Track it as a (imaginary, self-imposed) liability that you are paying off. Sometimes this adds a bit of noise and confusion.
- Script/build a custom goals report for yourself.
More:
- https://www.reddit.com/r/plaintextaccounting/comments/1c2bvx2/how_to_track_goals_in_beancount/
- https://www.reddit.com/r/plaintextaccounting/search?q=goals&restrict_sr=on