Fava Account View

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Scott

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Dec 13, 2021, 1:08:53 PM12/13/21

to Beancount

New Fava/Beancount user here, and I'm really appreciating all the work that went into this software.

In Fava, you can get an account view by selecting an account from the hierarchy. Then you'll be able to see a journal, changes (per period), or balances (per period). The breadcrumbs in the upper left let you easily navigate from the current account up the hierarchy.

Occasionally, I want to see essentially this set of views, but for a set of accounts that isn't in a single branch of the hierarchy (so, say, the union of Equity and Assets). Is it possible to treat arbitrary account groups as an account in their own right?

I know that I can filter the journal with more complex patterns, but that doesn't give me a 'balance' over time like the account view does. I'm sure I can do this somewhat similarly usingh BQL, but then I don't think I can easily make use of the Fava's time filter -- so I'd have to manually tweak the query each time I want a different period, which would make it harder to save in the sidebar...

-Scott

Aaron Lindsay

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Dec 13, 2021, 1:41:10 PM12/13/21

to Beancount

This is something I have desired as well (but also have not found a great way to do through Fava). Another use case I've encountered is that I would like to more easily be able to view all of my 'Expenses' account group *except* for 'Expenses:Taxes' since income taxes are more tied to income than my spending patterns.