Expenses views

Fully or partially tracking expenses unlocks these new pages for you:

Expenses

http://localhost:5000/beancount/income_statement/?conversion=USD

This will show the breakdown of monthly expenses/income. You can choose to focus on expenses or income only and also choose different frequency (try Weekly, Quarterly or Yearly).

Expensees tree

http://localhost:5000/beancount/trial_balance/?conversion=USD

This will show overall breakdown of your expenses in a Treemap view. This view will be much more useful with one or more filters applied.

And, of course, head out to the Dashboards page at http://localhost:5003/beancount/extension/FavaDashboards/?dashboard=0 for more pre-configured graphs

Filters

On the top of the Fava page you can apply filters by time, by account, or a more generic filter. Refer to Help/Filters for an introduction.

Time

Any of the following examples will work in the time filter field:

  • 2024-01 to 2024-02
  • month-3 to month-1
  • 2022 to day
  • 2023-01-15 to 2023-02-17
  • 2024-Q3

Account

Simply filter operations only containing specified account in one of the postings.

Filter by tag, payee, …

The “Filter by tag, payee, …” field is actually quite powerful and comprehensive. See examples of usage here in the tests.

For instance, I found useful in some cases to exclude partucular expenses for the view for a particular research, e.g.: all(-account:"Expenses:Taxes"). Note that all here means “all of the postings do not contain account Expenses:Taxes”. You can specify multiple conditions separated by spaces if you want AND condition and separated by comma , if you want OR condition.

If you want to save links for specific filters and views as a URI it may make sense to use Fava from its own page (outside of the iframe). You can also save these to use in the Fava sidebar or your custom Fava dashboards.

Other