Investment Accounts about pft HOT 3 OPEN

So how do you budget for contributions to the investment accounts? We don't budget for anything that comes out of our paycheck, but if we contribute to an account from a checking account then it does need to be budgeted for. It's entered in as a transfer from the checking account to the off budget checking account

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Hmm good questions. This (and liabilities) are low on priority I think, but I do eventually want some type of integration.

Right now I am thinking that they will be mostly separate tables/functionality that will only interact with accounts when calculating net worth. So whenever you get a paycheck, you just enter the details of how much went to 401k or whatever. It will sit outside of your budget, but it will make sure you keep track of whats happening in those accounts, which I think is important for personal finance.

If you make contributions outside of your paycheck, then maybe there is functionality that will take money from checking and create a transaction or something.

Also, what do you mean by 'the off budget checking account'? I am not familiar with that term.

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Ok, great. That’s pretty much exactly what I was thinking. Off budget checking was a typo. It should have just been off budget account. An off budget account is exactly as you described: tables outside the budget that only exist for the purpose of calculating net worth. We could keep them in the same accounts table and put an attribute indicating bidget or off budget so it will be easy to query for each type of account.

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