Changelog

Unreleased (Beancount v3 support)

Support for Beancount version 3 was added. Using Beancount 2 is still supported. Beancount query support is now provided by the beanquery package, which has some minor differences in syntax, the provided columns and functions to the bean-query functionality in Beancount version 2. For extensions using Fava’s query_shell directly, this will lead to breakage due to differences in methods and the types that are returned.

For importers, this sticks to beancount.ingest on v2 and used beangulp for v3. It still expectes importers to conform to the v2 importer protocol for now. Due to changes related to duplicate detection, duplicate detection is not automatically done by Fava here but can still be manually specified as hooks.

v1.29 (2024-10-09)

With this release, query results are now rendered in the frontend. The templates for HTML rendering are still available but extension authors are encouraged to switch, see the statistics report for an example how this can be done. This release adds CSS styles for dark-mode. Numerical comparisons on the units, price or cost are now possible in Fava filters. As the watchfiles based watcher might not work correctly in some setups with network file systems, you can switch to the (slower) polling based watcher as well. The default-file option, if set, is now considered instead of the “main” file when inserting an entry.

v1.28 (2024-07-07)

This release accumulates a couple of minor fixes and improvements. Under the hood, the file change detection is now powered by watchfiles instead of polling, which is more performant.

v1.27 (2024-01-06)

It is now possible to convert to a sequence of currencies. Posting metadata is now supported in the entry forms. The editor should now be a bit more performant as the previous parses will be reused better. For compatibility with extensions using them, the Javascript and CSS for the “old” account trees has been re-added.

v1.26 (2023-09-04)

This release brings various improvements to the charts, like allowing the toggling of currencies by clicking on their names in the chart legend. The account balance trees in Fava are now rendered in the frontend, fixing some minor bugs in the process and easing maintenance. Fava extensions can now also provide their own endpoints.

v1.25 (2023-07-17)

With this release, extensions can now ship Javascript code to run in the frontend. The editor in Fava now uses a tree-sitter grammar to obtain a full parsed syntax tree, which makes editor functionality more maintainable and should improve the autocompletion. The Flask WSGI app is now created using the application factory pattern - users who use the Fava WSGI app directly should switch from fava.application.app to the create_app function in fava.application. This release also drops support for Python 3.7 and contains a couple of minor fixes and changes, in particular various styling fixes.

v1.24 (2023-02-21)

With this release, the rendering of some report like the documents report has been moved completely to the frontend, which should be slightly more perfomant and easier to maintain. This release also contains a couple of minor fixes and changes.

v1.23 (2022-10-15)

This release accumulates a couple of minor fixes and changes.

v1.22 (2022-07-03)

This release brings stacked bar charts, which are a great way to visualise income broken down per account per month for example. The inferred display precision for currencies is now also used in the frontend and can be overwritten with commodity metadata.

The journal-show, journal-show-document, and journal-show-transaction fava-options have been removed. The types of entries that to show in the journal are now automatically stored in the browser of the user (in localStorage).

As usual, this release also includes a couple of bug fixes and minor improvements. To avoid some race conditions and improve perfomance, the per-file Ledger class is not filtered anymore in-place but rather the filtered data is generated per request - some extensions might have to adjust for this and use g.filtered instead of ledger for some attributes.

v1.21 (2022-02-06)

This release of Fava drops support for Python 3.6. It mainly consists of various small improvements and fixes.

v1.20.1 (2021-09-22)

Bugfix release to fix loading of translations for the browser-rendered frontend parts.

v1.20 (2021-09-19)

In this release, the document page now shows counts in the account tree and allows collapsing of accounts in the tree. Parts of the charts in the future are now desaturated. This release contains a couple of bug fixes as usual.

v1.19 (2021-05-18)

The conversion and interval options have been removed. Their functionality can be achieved with the new default-page option. The editor components have been completely reworked, include autocompletion in more places and are now based on version 6 of CodeMirror. An option invert-income-liabilities-equity has been added to invert the numbers of those accounts on the income statement and the balance sheet. This release also adds a Bulgarian translation and features various smaller improvements and fixes as usual.

v1.18 (2021-01-16)

This release contains couple of small improvements and various bug fixes.

v1.17 (2020-11-15)

This release adds a document preview to the import page, as well as support for Python 3.9. It also fixes a couple of bugs.

v1.16 (2020-10-18)

This release brings area charts as an alternative option to view the various line charts in Fava and a Catalan translation for Fava. There is also now an option to set the indentation of inserted Beancount entries. As usual this release also includes various minor fixes and improvements.

v1.15 (2020-05-30)

This release accumulates various minor fixes and improvements, for example the setting of filters from payees and metadata in the Journal report.

v1.14 (2020-02-16)

This is mainly a bugfix release to fix compatibility with one of the main dependencies (werkzeug). Also, a default-conversion option was added, which allows setting a default conversion.

v1.13 (2020-02-01)

Fava can now display charts for BQL queries - if they have exactly two columns with the first being a date or string and the second an inventory, then a line chart or treemap chart is shown on the query page.

v1.12 (2019-12-03)

Apart from plenty of bug fixes, this release mainly contains improvements to the forms to add transactions: postings can now be dragged and the full cost syntax of Beancount should supported.

v1.11 (2019-08-20)

The import page of Fava has been reworked - it now supports moving files to the documents folder and the import process should be a bit more interactive. This release also contains various fixes and a new collapse-pattern option to collapse accounts in account trees based on regular expressions (and replaces the use of the fava-collapse-account metadata entry).

Other changes:

• Command line flags can be specified by setting environment variables.

• A Taiwanese translation has been added.

v1.10 (2019-01-31)

This release contains mostly smaller changes and fixes. In particular, the net worth chart will now follow the selected conversion.

v1.9 (2018-10-08)

In this release, the click behaviour has been updated to allow filtering for payees. The entry input forms now allow inputting prices and costs. As always, bugs have been fixed.

v1.8 (2018-07-25)

The journal design has been updated and should now have a clearer structure. Starting with this version, there will not be any more GUI releases of Fava. The GUI broke frequently and does not seem to worth the maintenance burden.

Other changes:

• When downloading documents, the original filename will be used.

• any() and all() functions have been added to the filter syntax to allow filtering entries by properties of their postings.

• As always, bugs have been fixed.

v1.7 (2018-03-09)

The entry filters have been reworked in this release and should now support for more flexible filtering of the entries. See the help page on how the new syntax works. Also, when completing the payee in the transaction form, the postings of the last transaction for this payee will be auto-filled.

Other changes:

• The fava-option to hide the charts has been removed. This is now tracked in the page URL.

• As always, bugs have been fixed.

v1.6 (2017-10-06)

This is a release with various small changes and mainly some speed improvements to the Balance Sheet and the net worth calculation. Also, if ‘At Value’ is selected, the current unrealized gain is shown in parentheses in the Balance Sheet.

Other changes:

• The currently filtered entries can now be exported from the Journal page.

• The CLI now has a --version flag.

v1.5 (2017-07-23)

Fava now has an interface to edit single entries. Clicking on the entry date in the Journal will open an overlay that shows the entry context and allows editing just the lines of that entry.

Other changes:

• The source editor now has a menu that gives access to editor commands like “fold all”.

• Entries with matching tags or links can now be excluded with -#tag.

• The keyboard shortcuts are now displayed in-place.

• The incognito option has been removed and replaced with a --incognito command line switch.

• As always, several bugs have been fixed.

v1.4 (2017-05-14)

Fava now provides an interface for Beancount’s import system that allows you to import transactions from your bank for example.

Fava can now show your balances at market value or convert them to a single currency if your file contains the necessary price information.

We now also provide a compiled GUI version of Fava for Linux and macOS. This version might still be a bit buggy so any feedback/help on it is very welcome.

Other changes:

• The insert-entry option can be used to control where transactions are inserted.

• The transaction form now accepts tags and links in the narration field.

• Budgets are now accumulated over all children where appropriate.

• As always, several bugs have been fixed.

Thanks to @TZdyrski and @Akuukis for their contributions.

v1.3 (2017-03-15)

The translations of Fava are now on POEditor.com, which has helped us get translations in five more languages: Chinese (simplified), Dutch, French, Portuguese, and Spanish. A big thank you to the new translators!

The transaction form has been improved, it now supports adding metadata and the suggestions will be ranked by how often and recently they occur (using exponential decay).

The Query page supports all commands of the bean-query shell and shares its history of recently used queries.

Fava has gained a basic extension mechanism. Extensions allow you to run hooks at various points, e.g., after adding a transaction. They are specified using the extensions option and for an example, see the fava.ext.auto_commit extension.

Other changes:

• The default sort order in journals has been reversed so that the most recent entries come first.

• The new incognito option can be used to obscure all numbers.

• As always, several bugs have been fixed.

Thanks to @johannesharms and @xentac for their contributions.

v1.2 (2016-12-25)

You can now add transactions from within Fava. The form supports autocompletion for most fields.

Fava will now show a little bubble in the sidebar for the number of events in the next week. This can be configured with the upcoming-events option.

Other changes:

• The payee filter can filter by regular expression.

• The tag filter can filter for links, too.

• There’s a nice spinning indicator during asynchronous page loads.

• The Journal shows little indicators for metadata.

• As always, several bugs have been fixed.

Thanks to @fokusov for their contributions.

v1.1 (2016-11-19)

You can now upload documents by dropping them onto transactions, which will also add the file path as statement metadata to the transaction. Fava also ships with a plugin to link these transactions with the generated documents. See the help pages for details.

This is the first release for which we provide compiled binaries (for macOS and Linux). These do not have any dependencies and can simply be executed from the terminal.

Other changes:

• The bar charts on account pages now also show budgets.

• The Journal can now be sorted by date, flag and narration.

• Fava now has a Russian translation, thanks to @fokusov.

• As always, several bugs have been fixed.

Thanks to @adamgibbins and @xentac for their contributions.

v1.0 (2016-10-19)

This is a major new release that includes too many improvements and changes to list. Some highlights:

• The layout has been tweaked and we use some nicer fonts.

• Fava looks and works much better on smaller screens.

• Fava loads most pages asynchronously, so navigating Fava is much faster and responsive.

Fava’s configuration is not read from a configuration file anymore but can rather be specified using custom entries in the Beancount file. Some options have also been removed or renamed, so check Fava’s help page on the available options when upgrading from v0.3.0.

There have been many changes under the hood to improve Fava’s codebase and a lot of bugs have been squashed.

Thanks to @adamgibbins, @davidastephens, @xentac, and @yegle for their contributions.

v0.3.0 (2016-03-24)

Additions

• Support for switching between multiple beancount files. #213

• New sunburst charts. #198

• Add “Clear filter” button when filters are active. #290

• Simple budgeting functionality in the Account view. See help pages on how to use budgets. #294

• German translation. #284

• The Beancount is now being reloaded when it is saved in the Source Editor.

• New Journal filter controls. Thanks to @yagebu.

• Tree-tables are now displayed in a hierarchical way. Thanks to @yagebu.

Changes

• All charts are now rendered with d3.js. Thanks to @yagebu.

• The title of a page is now shown in the header to save screen space.

• Changed shortcut for Journal from g g to g j as the Journal was renamed from “General Journal” to “Journal”.

New configuration options

• language: The language to use. Valid languages are "en" and "de" (default: "en"). #284

• treemaps-show-negative-numbers was removed.

Fixes

• Commodity prices are now filtered when a Time filter is enabled. #273

• Some improvements to the help pages.

• Many small bug fixes. Thanks to @yagebu.

v0.2.6 (2016-03-20)

Additions

• There are now more interval options available for charts and the account balances report. The interval can be selected from a dropdown next to the charts. #175

• Show metadata for postings in the Journal. Thanks to @corani. #185

• The editor now supports org-mode style folding. Thanks to @corani. #209

• Show colored dots for all the postings of a transaction in the Journal report. This way flagged postings can be quickly spotted. #195

• Add keyboard shortcuts for save to source editor. #199

Changes

• Use beancount’s DisplayContext to determine the correct precision at which to render numbers. #188

• Improve the way that query results are serialized to XLS etc. Thanks to @corani. #168

• Show inverse rates for pairs of operating currencies on the commodities report. #139

• Use Click for the CLI and check if beancount file exists on startup. #216

• Hide closed accounts in tree tables. Also see new configuration option below.

New configuration options

• editor-strip-trailing-whitespace to enable trimming of trailing whitespace in the Source editor (default: “false”). Thanks to @corani. #163

• show-closed-accounts to show closed accounts in tree tables, for example on the balance sheet (default: “false”). #91

• show-accounts-with-zero-balance to show accounts with a balance of zero in tree tables (default: “true”). #91

• show-accounts-with-zero-transactions to show accounts with no transactions in tree tables (default: “true”). #91

Fixes

• Fixed a bug where the months would be off by one for the interval reports. #182

• Fix the net worth report for more than one currency. #207

• Some improvements to the help pages.

• Many small bug fixes.

v0.2.5 (2016-02-28)

Bump release to remove unused draft code.

v0.2.4 (2016-02-18)

Additions

• Added missing Holdings views compared to bean-web. Thanks to @yagebu. #140

• Custom queries are now shown in sidebar. Thanks to @corani. #135

• The user settings file is now editable in the Source editor. #136

• Added second theme. Thanks to Rubén Gómez for the stylesheet. #59

• Added Help pages.

• Query results can now be downloaded as CSV, XLS, XLSX and ODS. #143

• Documents can now be uploaded by dragging and dropping files over an Account name on the Account page and all tree-tables. #157

• Journal can now be filtered by transaction type. Thanks to @yagebu.

Changes

• The uptodate-indicator is now shown everywhere by default, but only enabled for accounts that have the metadata fava-uptodate-indication: "True" set on their open-directives. #35

• Speedier Journal rendering. Thanks to @yagebu. #164

• Only basenames will be shown for documents in the Journal. Thanks to @corani.

• Slightly reordered the sidebar menu.

• Minor UI tweaks.

New configuration options

• sidebar-show-queries: The maximum number of custom queries to show in the sidebar (default: 5).

• theme: The theme to use. Valid themes are "default" and "alternative" (default: "default").

• editor-print-margin-column: Set the column for the print margin in the Source editor (default: 60). #161

• uptodate-indicator-show-everywhere (default: “true”). See Changes above.

Removed configuration options

• uptodate-indicator-exclude-accounts, see Changes above.

Fixes

• Fixed Net worth calculation. Thanks to @yagebu.

• Many small bug fixes.

v0.2.3 (2016-02-15)

Bumped version to communicate that installing via pip install now works, all requirements included. Thanks to @blais and @yagebu.

Earlier Versions

It was not possible to install any of the earlier versions only using pip and you may consult the git log for earlier changes. The first commit in the git repository was on December 4th, 2015.