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fava-income-reports adds new charts to Fava

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andreasgerstmayr/fava-income-reports

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Deprecated

This project is deprecated and not maintained anymore. The successor is fava-dashboards, which provides a lightweight, more flexible alternative to create custom charts and sankey diagrams with beancount and Fava.

Fava Income Reports

fava-income-reports adds new charts to Fava:

  • a monthly profit and loss bar chart
  • a sankey chart with all income and expense accounts, and their hierarchy

All charts support filtering using the Fava filter options (by time, account, tags and other metadata).

Monthly PnL Sankey

Installation

pip install git+https://github.com/andreasgerstmayr/fava-income-reports.git

Enable this plugin in Fava by adding the following lines to your ledger:

2010-01-01 custom "fava-extension" "fava_income_reports"

Configuration

Please take a look at the example monthly_pnl.yaml and sankey.yaml example configuration files.

The sankey chart supports two modes: a full mode showing all income and expense accounts, and a custom mode showing data from beancount queries (BQL) defined in the sankey.yaml configuration file.

View Example Ledger

cd example; fava example.beancount

Building from Source

Run make build to compile the frontend. The compiled and bundled frontend will be placed in fava_income_reports/templates.

You can run make watch to automatically rebuild the frontend for any changes.

Related Projects

Acknowledgements

Thanks to Martin Blais and all contributors of beancount, Jakob Schnitzer, Dominik Aumayr and all contributors of Fava, and to all contributors of Apache ECharts.

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