My wife and I review our spending on a monthly basis and compare using the yearly budget sheet. The newest thing we want to see is our 401k and 403b contributions on the report; even though it’s already netted out of our paycheck “to keep track of it”. Our 401k and 403b monthly contributions are au…

I use the 🏆 Paycheck Deduction Transaction Generator to break out my deductions, including 401k/403b. These would become the negative transactions you’re looking for.

What @jpfieber said. My solution as well, and it really works well.

thanks for the reply. I tried to install it but I use excel not sheets :cry:

The wonderful thing about @jpfieber is that he builds for both when possible and has excel covered as well. [image] trophy Paycheck Deductions Generator - Excel Excel Templates Overview It provides an easy way to generate transactions based on the deductions t…

I’ve been setting up my transaction generator, thank you. It’s really cool and glad to have found it. I was curious because in your write up you mentioned Blockquote however, now that you’re adding a “Gross Pay” transaction, and are presumably categorizing it as income, you have a problem. You pro…

If you want to look at all the numbers for the year in the same way you’d likely want to change the prior paychecks to use the same method so everything behaves the same.

How to show 401k and 403b contribution transactions as monthly expenses on the Yearly Budget tab?

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bentyre1 April 11, 2024, 3:44am 5

The wonderful thing about @jpfieber is that he builds for both when possible and has excel covered as well.

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How to show 401k and 403b contribution transactions as monthly expenses on the Yearly Budget tab?

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