https://github.com/andreasgerstmayr/fava-dashboards
Custom Dashboards for Beancount in Fava
https://github.com/andreasgerstmayr/fava-dashboards
beancount charts dashboards fava sankey
Last synced: 9 days ago
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Custom Dashboards for Beancount in Fava
- Host: GitHub
- URL: https://github.com/andreasgerstmayr/fava-dashboards
- Owner: andreasgerstmayr
- License: mit
- Created: 2023-03-08T22:14:19.000Z (over 3 years ago)
- Default Branch: main
- Last Pushed: 2026-05-08T16:43:07.000Z (about 1 month ago)
- Last Synced: 2026-05-08T18:39:15.254Z (about 1 month ago)
- Topics: beancount, charts, dashboards, fava, sankey
- Language: TypeScript
- Homepage:
- Size: 49.2 MB
- Stars: 379
- Watchers: 10
- Forks: 37
- Open Issues: 3
-
Metadata Files:
- Readme: README.md
- Changelog: CHANGELOG.md
- License: LICENSE.md
- Agents: AGENTS.md
Awesome Lists containing this project
- awesome-beancount - fava-dashboards - Additional fully custom dashboards (Plugins / Fava)
- my-awesome - andreasgerstmayr/fava-dashboards - 05 star:0.4k fork:0.0k Custom Dashboards for Beancount in Fava (TypeScript)
README
# Fava Dashboards
[](https://github.com/andreasgerstmayr/fava-dashboards/actions/workflows/continuous-integration.yml)
[](https://pypi.org/project/fava-dashboards/)
fava-dashboards allows creating custom dashboards in [Fava](https://github.com/beancount/fava).
Example dashboards with random data:
[More screenshots](https://github.com/andreasgerstmayr/fava-dashboards/tree/main/frontend/tests/e2e/snapshots.test.ts-snapshots)
## Installation
```
pip install fava-dashboards
```
Enable this plugin in Fava by adding the following lines to your ledger:
```
2010-01-01 custom "fava-extension" "fava_dashboards"
```
## Configuration
The plugin looks by default for a `dashboards.tsx` file (or `.ts`, `.jsx`, `.js`) in the directory of the Beancount ledger (e.g. if you run `fava personal.beancount`, the `dashboards.tsx` file should be in the same directory as `personal.beancount`).
The location of the `dashboards.tsx` configuration file can be customized:
```
2010-01-01 custom "fava-extension" "fava_dashboards" "{
'config': '/path/to/dashboards.tsx'
}"
```
To get TypeScript type support, download [fava-dashboards.d.ts](example/fava-dashboards.d.ts) and place it next to `dashboards.tsx`.
Please take a look at the example dashboards configuration [dashboards.tsx](example/dashboards.tsx), which uses most of the functionality described below.
To convert a legacy `dashboards.yaml` file from version 1 to the new `dashboards.tsx` format, you can run `make deps && uv run scripts/convert_dashboards_yaml_to_tsx.py path/to/dashboards.yaml --output path/to/dashboards.tsx`.
This script covers most common cases, and does not perform TypeScript type inference.
The configuration file can contain multiple dashboards, and a dashboard contains one or more panels.
A panel has a relative width (e.g. `50%` for 2 columns, or `33.3%` for 3 column layouts) and a absolute height.
### Panel Properties
* `title`: title of the panel. Default: unset
* `width`: width of the panel. Default: 100%
* `height`: height of the panel. Default: 400px
* `link`: optional link target of the panel header.
* `kind`: panel kind. Must be one of `html`, `echarts`, `d3_sankey`, `table` or `react`.
* `spec`: a JavaScript function which generates a valid spec depending on the panel `kind`.
The following variables and functions are available:
* `panel`: the current panel definition
* `ledger.dateFirst`: start date of the current date filter, or first transaction date of the ledger
* `ledger.dateLast`: end date of the current date filter, or last transaction date of the ledger
* `ledger.filterFirst`: start date of the current date filter, or null if no date filter is set
* `ledger.filterLast`: end date of the current date filter, or null if no date filter is set
* `ledger.operatingCurrencies`: configured operating currencies of the ledger
* `ledger.ccy`: shortcut for the first configured operating currency of the ledger
* `ledger.accounts`: declared accounts of the ledger
* `ledger.commodities`: declared commodities of the ledger
* `ledger.query(bql)`: executes the specified BQL query
* `ledger.urlFor(url)`: add current Fava filter parameters to url
### HTML panel
The `spec` code of HTML panels must return valid HTML.
The HTML code will be rendered in the panel.
### ECharts panel
The `spec` code of [Apache ECharts](https://echarts.apache.org) panels must return valid [Apache ECharts](https://echarts.apache.org) chart options.
Please take a look at the [ECharts examples](https://echarts.apache.org/examples) to get familiar with the available chart types and options.
### d3-sankey panel
The `spec` code of d3-sankey panels must return valid d3-sankey chart options.
Please take a look at the example dashboard configuration [dashboards.tsx](example/dashboards.tsx).
### Table panel
The `spec` code of table panels must return valid [MUI X Data Grid](https://mui.com/x/react-data-grid/) props.
### React panel
The `spec` code of React panels must return a valid JSX element.
Please note that the code must not return a `Promise` (i.e. `async/await` is not supported).
## View Example Ledger
`cd example; fava example.beancount`
## Contributing
This plugin consists of a Python backend and a TypeScript frontend.
Install [uv](https://docs.astral.sh/uv/) and Node.js 22, run `make deps` to install the dependencies, and `make dev` to run the Fava dev server with auto-rebuild.
Before submitting a PR, please run `make build` to build the frontend in production mode, and add the compiled frontend to the PR.
## Articles
* [Dashboards with Beancount and Fava](https://www.andreasgerstmayr.at/2023/03/12/dashboards-with-beancount-and-fava.html)
## Related Projects
* [Fava Portfolio Returns](https://github.com/andreasgerstmayr/fava-portfolio-returns)
* [Fava Investor](https://github.com/redstreet/fava_investor)
* [Fava Classy Portfolio](https://github.com/seltzered/fava-classy-portfolio)
## Acknowledgements
Thanks to Martin Blais and all contributors of [Beancount](https://github.com/beancount/beancount),
Jakob Schnitzer, Dominik Aumayr and all contributors of [Fava](https://github.com/beancount/fava),
and to all contributors of [Apache ECharts](https://echarts.apache.org), [D3.js](https://d3js.org) and [d3-sankey](https://github.com/d3/d3-sankey).