Reports

The web service included in ledger allows for the configuration of many types of different reports, charts, and calculations.

Lets try an example configuration.

[[report]]
name = "PQ Expenses"
chart = "pie"
date_range = "Previous Quarter"
accounts = [ "Expenses:*" ]

[[report]]
name = "PY Expenses"
chart = "pie"
date_range = "Previous Year"
accounts = [ "Expenses:*" ]

[[report]]
name = "YTD Expenses"
chart = "pie"
date_range = "YTD"
accounts = [ "Expenses:*" ]

[[report]]
name = "YTD My Monthly Savings"
chart = "bar"
date_range = "YTD"
date_freq = "Monthly"
accounts = [ "Income", "Expenses" ]

    [[report.calculated_account]]
    name = "Savings"

        [[report.calculated_account.account_operation]]
        name = "Income"
        operation = "+"
        
        [[report.calculated_account.account_operation]]
        name = "Expenses"
        operation = "-"

[[report]]
name = "AT Net Worth"
chart = "line"
date_range = "All Time"
date_freq = "Quarterly"
accounts = [ "Assets", "Liabilities" ]

[[report]]
name = "AT Yearly Income"
chart = "bar"
date_range = "All Time"
date_freq = "Yearly"
accounts = [ "Income" ]

Expenses

This is a pie chart showing the spending per Expense account.

Savings

This report calculates a pseudo account "Savings" based on Income - Expenses over time and shows how much money has been saved per month.

Net Worth

Graph Assets against Liabilities.