A Power BI Desktop dashboard for beancount data.

initial setup

1. Install Power BI Desktop.
2. Install python along with pandas and beancount.
3. Open Power BI and go to File > Options and Settings > Options > Python scripting, either select the detected python instance or paste your installation path.
4. Open example.pbix, find account table from the Fields pandel on the right. Right click on it and select Edit query.
5. From the pop-up Power Query Editor window, Queries panel on the left side, change data_path to your beancount file and currency to your major currency.
6. Close the editor and the data will refresh automatically.

how does it work?

1. Net-Worth: report for net worth based on related accounts. It depands on the account metadata asset-type, which defines the account to be considered and its category. Here is an example:

2020-01-01 open Assets:US:BofA
  asset-type: "SAVING"

2. Income and Expenses: income or expense breaks down by time, account and payee.
3. QoQ: quarter over quarter data comparison.