Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Report of Balance Sheet with Stacked Barchart of Assets Allocation + Liabilities & Net Worth over time in 1 single chart #1926

Open
vorburger opened this issue Dec 27, 2024 · 0 comments

Comments

@vorburger
Copy link

vorburger commented Dec 27, 2024

It would be cool if Fava had a Bar Chart view of the Balance Sheet which would show, a bit similar but not quite identical to how the Income Statement already looks, a Balance Sheet in 1 single chart, with the X axis being "time" and the Y axis being the operating_currency (or a single chosen one of them, if multiple), with Assets & Liabilities "Stacked Barcharts" per Account (not by Commodity).

I would expect Assets to be above the 0 line, and Liabilities below. Net Worth would be shown as a overlaid line.

Having read #745, I do understand the "unfeasible with the net worth chart possibly displaying multiple lines" concern comment, but... is that really still an issue? The current Net Worth chart already shows multiple lines. At least the way I'm using currently Beancount (which I'm not sure if that's atypical or not!) I'm looking at Net Worth in 1 single operating currency. Taking the Fava examples, at least where I work & live, e.g. those VACHR of the Hoogle : Vacation could be given an (actual, real) "price", so that shouldn't be a problem. I'm not quite sure what exactly the IRAUSD are, and if they couldn't also have a USD equivalent price. But even if not, you could always even just overlay several lines for the different kinds of commodity of Net Worth which cannot be converted to an operating currency.

I'm interested in exploring how to get such a visualization - and if I may be able to (eventually, baby steps) be able to contribute this.

I'm not sure how to best go about implementing this. Any tips? I'm not familiar with internals, yet. Best just to dip into the cold water, and directly try to poke around the code to try to build what's outlined above? Or are any inherent limiations which would make this more difficult? Would "stacked bar charts" be supported by what draws the charts? Would it perhaps make sense to first come up with the required underlying bean-query for this? Is it maybe best to start with CSV, and a Google Sheet, and then subsequently look into how this could be integrated into Fava?

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

No branches or pull requests

1 participant