Charts and Reports

Common chart and report examples

Last updated: February 8, 2026

Charts and Reports

Quick examples of the most common visualizations. See Model Reference for complete list of all models.

Common Patterns

Basic Charts

Track monthly expenses:

filename: finances.csv
model: expensesMonthly
view: chart

Income vs expenses:

filename: finances.csv
model: incomeVsExpenses
view: chart

Portfolio value:

filename: finances.csv
model: portfolio
view: chart

Pie Charts

Expense breakdown by category:

filename: finances.csv
model: expensesByCategory
view: pie

Portfolio allocation:

filename: finances.csv
model: portfolioByCategory
view: pie

Table Reports

Current month portfolio snapshot:

filename: finances.csv
model: portfolioReport
view: table

Expenses grouped by name:

filename: finances.csv
model: expensesBySubcategoryTable
view: table

Monthly expense totals:

filename: finances.csv
model: expensesMonthlyTable
view: table

Advanced Features

Multiple CSV Files

Combine data from multiple files:

filename: expenses.csv, income.csv, portfolio.csv
model: incomeVsExpenses
view: chart

Files are merged before processing.

Filter by Date

Show specific month (table/report views only):

filename: finances.csv
model: portfolioReport
view: table
date: 2024-12-01

Without date, shows current month. With date, shows historical snapshot.

For subcategory tables:

filename: finances.csv
model: expensesBySubcategoryTable
view: table
date: 2025-01-01

Without date, shows all-time totals. With date, shows only that month.

Custom Titles

filename: finances.csv
model: incomeVsExpenses
view: chart
title: My 2025 Financial Overview

Each chart includes a collapsible footer with details about how the chart was generated. Click the toggle button to view:

  • Model name used
  • Source CSV file(s)
  • Processing details (for troubleshooting)

View Types

Change visualization type with view parameter:

Line chart:

view: chart

Pie chart:

view: pie

Radar chart:

view: radar

Table:

view: table

Text report:

view: report

Not all models support all views. Chart models work with chart/pie/radar. Report models work with table/report only.

Quick Reference by Category

Expenses

  • expensesMonthly - Monthly totals (chart)
  • expensesWeekly - Weekly totals (chart)
  • expensesQuarterly - Quarterly totals (chart)
  • expensesAnnually - Annual totals (chart)
  • expensesByCategory - Breakdown by name (pie)
  • expensesBySubcategoryTable - Grouped by name (table)
  • expensesMonthlyTable - Monthly totals (table)

Income

  • income - Daily totals (chart)
  • incomeWeekly - Weekly totals (chart)
  • incomeYearly - Annual totals (chart)
  • incomeByCategory - Breakdown by source (pie)
  • incomeBySubcategoryTable - Grouped by source (table)

Portfolio

  • portfolio - Value over time (chart)
  • portfolioByCategory - Distribution by holding (pie)
  • portfolioReport - Current snapshot (table)
  • portfolioBySubcategoryTable - Grouped by holding (table)

Combined

  • incomeVsExpenses - Compare income/expenses (chart)
  • netIncome - Net income calculation (chart)
  • byCategory - All categories (chart)

Dividends

  • dividend - Monthly totals (chart)
  • dividendQuarterly - Quarterly totals (chart)
  • dividendByCategory - Breakdown by symbol (pie)
  • dividendAnalysisReport - Comprehensive metrics (table)

Debt

  • debt - Balance over time (chart)
  • loan - Loan balance (chart)
  • mortgage - Mortgage balance (chart)
  • debtReport - Current summary (table)

See Model Reference for complete list with all parameters and options.

Migration Note

Deprecated parameter: type still works but use view instead:

Old:

type: chart

New:

view: chart