Granular tracking of reimbursed expenses

[Edward Doolittle]

I think you want a Cash Flow Report. Reports -> Income & Expense -> Cash
Flow. In Options -> Accounts, select your Assets:Receivable (and perhaps
click the button to Select Children). In Options -> General, select the
start and end dates. It's best if you can use the drop-down menus to select
current month or current quarter or current accounting period; otherwise
you'll have to edit the start and end dates each time you use the report.

You will have to check that there are no reimbursements from other sources
in the account, or it will affect your subtotals. What I would do is set up
a subaccount of Assets:Receivable for your insurance reimbursable expenses,
then run the report on that subaccount instead of on Assets:Receivable.

When you've set it up the way you like, you can save the report
configuration for easy access.

Edward)

On 16 October 2016 at 07:47, Macho Philipovich <macho at resist.ca> wrote:

> Hi there,
>
> I've been using an overarching Assets:Reimbursable account to handle my
> reimbursable expenses. I'd like to be able to see how much I've been
> reimbursed in the current period for specific costs, to make sure that I
> don't exceed my insurance's annual maximums. For example, 80% of my
> physiotherapy costs are reimbursed up to a maximum of $750 per year, which
> I would like to stay within.
>
> With my current setup, when I incur the expense, 20% is assigned to a
> health expense account and the other 80% to reimbursable, but the 80% is
> then subtracted off of that account when I'm reimbursed and the account
> returns to zero, so there's no obvious way to me to do this cumulative kind
> of tracking. I don't want to determine the how much has been reimbursed by
> multiplying my health expense account total by four (80% ÷ 20%) for a few
> reasons, notably because it would be broken by the fact that my expenses
> become 100% reimbursable after I hit an overall annual out-of-pocket
> maximum of $400.
>
> Is there an easy fix that I'm missing?
>
> Thanks so much for your help!
>
> Macho
>
>
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-- 
Edward Doolittle
Associate Professor of Mathematics
First Nations University of Canada
1 First Nations Way, Regina SK S4S 7K2

« Toutes les fois que je donne une place vacante, je fais cent mécontents
et un ingrat. »
-- Louis XIV, dans Voltaire, Le Siècle de Louis XIV, Chap. XXVI