Fava Dashboards are nice. I like the sankey, but I don't have that much
time to hack on them. My queries are mostly retirement planning and a
little getting around Fava's emphasis on transaction-level filtering vs
posting-level.
Roth Basis keeps track of Roth IRA contributions for early withdrawal. With
investments under Assets:Investments, Assets:Liquid are
checking/non-investments indicating Roth IRA contributions. Income:Earned
is salary indicating Roth 401k contributions - filters out the gains/trades
income as non withdrawable basis.
select year(date) as date, last(balance)
from has_account('Assets:Liquid|Income:Earned')
where account ~ 'Roth'
group by date
order by date desc
Bond Report aggregates custom meta (maturity, yield, coupon) from bonds'
open directives so I can keep track of maturities and relative performance.
This worked well because my importer could pull the information out of OFX
transactions. Unfortunately institutions are systematically dropping OFX
support. But
e.g.
https://github.com/pwalkr/beancount-utils/blob/wip/beancount_utils/importers/merrill_ofx.py#L164-L165
SELECT
getitem(open_meta(account), 'maturity') as maturity,
sum(convert(position, 'USD')) as balance,
getitem(open_meta(account), 'yield') as rate,
getitem(open_meta(account), 'coupon') as coupon,
account
WHERE 'maturity' in open_meta(account) AND NOT close_date(account)
GROUP BY maturity, rate, coupon, account
ORDER BY maturity ASC
Tax Status is also based on open meta of tax-status:"Deferred" (Traditional
IRAs), "Tax-Free" (Roth), or "Taxable" so I can keep track of how much I
have in taxable funds for retirement income planning.
SELECT
getitem(open_meta(account), 'tax-status') as tax,
root(account, 2) as account,
sum(convert(position, 'USD')) as balance
WHERE account ~ 'Assets:Investments' AND NOT close_date(account)
GROUP BY tax, account
ORDER BY balance DESC
Since my investments are at "Assets:Investments:<broker>:...", I can bump
to root(account,3) to see which specific broker has which kinds of funds.
My other links/queries are mostly failing experiments in medical/insurance
tracking. I'm torn between tagging #Deductible, #MOOP, and using
intermediate (insurance) accounts.
Paul
On Friday, December 26, 2025 at 10:36:46 PM UTC-5 [email protected] wrote:
I used Fava Dashboards and it’s relatively easy to setup.
Would you share your queries for inspiration? :)
Thanks,
Justin
On Fri, Dec 26, 2025 at 2:46 PM Paul Walker <[email protected]> wrote:
...
However it looks like queries also show up in the journal and are
clickable, I just don't know how to filter. "flag:que" doesn't work. Using
a magic date kinda works, but you'll need to exclude Open and X flags,
which I don't know that you can do via query params anymore.
[image: snip-2025-12-26_78055.png]
Paul
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