How do you manage pre-tax contributions/expenses?

[DavidK]

Hi,

New to Tiller. Still figuring it out. How does everyone manage pre-tax line items? For example, contributions to a 401(k), HSA, and similar. How do you account for your pre-tax income (rather than have the post-tax income that comes into your bank account and is picked up by Tiller) so that you can have a clear picture of gross income, witholdings, pre-tax contributions, etc?

Thanks.

[jpfieber]

I put this together, maybe it would be of use:

Paycheck Deduction Transaction Generator

What is the goal of your workflow? What problem does it solve, or how does it help you? This is a replacement for the method I originally proposed here. It provides an easy way to generate transactions based on the deductions that are taken from your paycheck. These transactions, when properly categorized, can then give you better insights on where your money is going. How did you come up with the idea for your workflow? Many, many, many iterations of trying to simplify and clarify the proce…

[DavidK]

Thanks I’ll take a look at it.