Fava is a great UI for Beancount however it only presents you with a snapshot of your finances for any given time period. Often it is useful to see ones' finances over a series of time periods to:
- Identify trends across accounts (e.g. spending more on food or earning less on interest?)
- Identify which accounts are the greatest contributors to our spending (e.g. the highest value accounts to try and reduce to save money)
- And to spot ingest mistakes (e.g. spikes in bills when it should be flat?)
Fava Review is an extension for fava which takes your finances and presents them over time.
Fava review currently supports the following views:
- Income Statement
- Balance Sheet
And the views allow filtering your accounts by the usual date, account and payee/tag filters. Screenshot.
And it's also possible to sort your data.
Screenshot.
fava-review is very simple in its implementation. It uses bean-query through fava's FavaLedger class and retrieves the monthly data for each account. This information is then feed into petl and pivoted into the appropriate view.
pip install fava-review
- python >= 3.8
- fava >= 1.25.1
- beancount <3, >=2.3.0
- Support all currencies within beancount file.
- Percentage changes instead of absolute values.
- Setting projections and tracking actuals against estimates.
- More