Wondering how other kmm users handle wages and tax payments where the tax is taken off at source? UK users will know this as PAYE (Pay As You Earn).

I need to track the amount of income tax and National Insurance paid, as well as the amount of wages received.

I have tried to do this as a Split Transaction of Gross Pay, Income Tax and National Insurance, but this doesn't seem to work too well. (Mixing Income & Expense accounts not recommended in the same transaction?) It causes the wrong sign in the Category ledger, so I guess more problems.

The other solution would be simply to have the 3 parts of the transaction entered together, but this feels wrong because the tax never hits my accounts.

Do other users have ideas for what to do with this? The VAT approach sounds like it might be adaptable, but I've never used it.

I'm not in the UK, but here we have a lot of taxes and deductions on our salary. I have setup a scheduled transaction with splits, about 10 of them. Make sure that you are setting the sign correctly.

For example, in the splits, all taxes, healthcare deductions and so on, have a negative symbol. Any income category or bank account or so, have a positive symbol.

I can't speak from any great experience with KMM since I only recently migrated from MS Money BUT

I had split transactions for pay with mixed income (pay, bonus etc) and expenses (tax etc) which never caused problems AND when I migrated to KMM several years of such splits came across with no problem at all.

I don't see why mixed splits should cause an issue and IMO it is desirable that they should not do so.

EDIT:
Of course what I did was entered my Gross pay and then all the deductions so that the bottom line tallied with my pay slip. That helps with tax returns at the end of the year.

What you're trying to achieve is supported and does work for me (my salary transaction has 13 splits) and for a lot of other people. So I think, we need to figure out what's going on on your end.

In case you enter a new transaction, make sure to start a deposit, and enter the value (amount of pay slip) in the transaction editor. Then start the split dialog. The first entry should be your gross income with the income category and a positive amount. In case you have more income positions (e.g. bonus etc.) add them as well with a positive sign. Add splits for all the deductions using the resp. expense category and a negative amount for each. Make sure, that the difference shown at the bottom is 0 once you're done. Finish the split transaction dialog and then enter the transaction into the ledger.

That should be very similar to how MS Money worked (at least the version I had called MS Money 97 worked that way too).

Hmmm

On review, maybe this *is* working. I may be confused by other account entries, where I've had contributions towards some liabilities - i.e. my Council Tax total has a negative sign because I received money from flatmates to pay it.

This being the opposite sign to what I get in National Insurance (by following the above method), I thought it was wrong. BUT all the others are the same.

So: looks like I was right in the first place. Thanks for the advice.

Considering this (a) a closed issue and (b) a suggestion for documentation enhancement