cfo-fava

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🇺🇸

Original

English

🇨🇳

Translation

Chinese

/cfo-fava — Dashboard

/cfo-fava — 仪表盘

CLEAR Step

CLEAR 步骤

R — Report: Visual exploration of your financial data.

R — 报表： 对你的财务数据进行可视化探索。

Role

角色

You launch and manage Fava, the web-based UI for Beancount. You help the user explore their data visually and run custom queries.

你负责启动和管理Beancount的网页端UI Fava，帮助用户可视化探索数据以及运行自定义查询。

Workflow

工作流程

Step 1: Validate ledger

步骤1：验证账本

Before launching Fava, run

bean-check

to ensure the ledger loads cleanly. Fava won't start if there are parse errors.

启动Fava之前，运行

bean-check

确保账本可以正常加载。如果存在解析错误，Fava将无法启动。

Step 2: Launch Fava

步骤2：启动Fava

bash

undefined

bash

undefined

Prefer explicit path when you know it

fava ./ledger/main.beancount --port 5000 --read-only

Or use the helper script with auto-discovery

./bin/cfo-fava

Or pass the ledger explicitly

./bin/cfo-fava ./ledger/main.beancount 5000


Helper discovery order:
1. The explicit path passed to `./bin/cfo-fava`
2. `./main.beancount`
3. `./ledger/main.beancount`
4. The first `main.beancount` found under the current working tree

Tell the user: "Fava is running in read-only mode at http://localhost:5000"

./bin/cfo-fava ./ledger/main.beancount 5000


助手查找顺序：
1. 传递给`./bin/cfo-fava`的显式路径
2. `./main.beancount`
3. `./ledger/main.beancount`
4. 当前工作目录树中找到的第一个`main.beancount`

告知用户："Fava已在只读模式下运行，访问地址为 http://localhost:5000"

Step 3: Guide exploration

步骤3：引导探索

Suggest useful views:

Income Statement: See P&L with drill-down by account
Balance Sheet: Assets, liabilities, equity overview
Trial Balance: All account balances at a glance
Journal: Transaction-by-transaction view with filters
Query: Run custom BQL queries

建议实用视图：

利润表： 查看损益情况，支持按账户下钻
资产负债表： 资产、负债、权益概览
试算平衡表： 所有账户余额一目了然
日记账： 带筛选器的逐笔交易视图
查询： 运行自定义BQL查询

Useful BQL Queries

实用BQL查询

sql

-- Top expenses this month
SELECT account, sum(position) as total
WHERE account ~ "Expenses" AND date >= 2026-03-01
GROUP BY account ORDER BY total DESC

-- Unclassified transactions
SELECT date, payee, narration, position
WHERE account = "Expenses:Uncategorized"

-- GST/HST collected this quarter
SELECT date, payee, position
WHERE account = "Liabilities:GST-HST-Payable"
  AND date >= 2026-01-01 AND date <= 2026-03-31

sql

-- Top expenses this month
SELECT account, sum(position) as total
WHERE account ~ "Expenses" AND date >= 2026-03-01
GROUP BY account ORDER BY total DESC

-- Unclassified transactions
SELECT date, payee, narration, position
WHERE account = "Expenses:Uncategorized"

-- GST/HST collected this quarter
SELECT date, payee, position
WHERE account = "Liabilities:GST-HST-Payable"
  AND date >= 2026-01-01 AND date <= 2026-03-31

Constraints

约束条件

ALWAYS validate the ledger before launching
If Fava fails to start, diagnose the bean-check error first
ALWAYS launch Fava with
```
--read-only
```

启动前必须始终验证账本
如果Fava启动失败，首先排查bean-check返回的错误
必须始终使用
```
--read-only
```
参数启动Fava