Model Reference

Copy-paste any snippet below into your notes. Replace finances.csv with your file name.

Expense Models

Charts

expensesMonthly - Monthly expense totals

filename: finances.csv
model: expensesMonthly
view: chart

expensesWeekly - Weekly expense totals

filename: finances.csv
model: expensesWeekly
view: chart

expensesQuarterly - Quarterly expense totals

filename: finances.csv
model: expensesQuarterly
view: chart

expensesAnnually - Annual expense totals

filename: finances.csv
model: expensesAnnually
view: chart

expenses - Daily expense totals

filename: finances.csv
model: expenses
view: chart

expensesByCategory - Expense breakdown by name (pie chart)

filename: finances.csv
model: expensesByCategory
view: pie

Tables

expensesReport - Current month expense summary

filename: finances.csv
model: expensesReport
view: table

expensesBySubcategoryTable - Grouped by expense name, sorted by total

filename: finances.csv
model: expensesBySubcategoryTable
view: table

With date filter (shows only that month):

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

expensesWeeklyTable - Total expenses per week

filename: finances.csv
model: expensesWeeklyTable
view: table

expensesMonthlyTable - Total expenses per month

filename: finances.csv
model: expensesMonthlyTable
view: table

expensesQuarterlyTable - Total expenses per quarter

filename: finances.csv
model: expensesQuarterlyTable
view: table

expensesAnnuallyTable - Total expenses per year

filename: finances.csv
model: expensesAnnuallyTable
view: table

Income Models

Charts

income - Daily income totals

filename: finances.csv
model: income
view: chart

incomeWeekly - Weekly income totals

filename: finances.csv
model: incomeWeekly
view: chart

incomeYearly - Annual income totals

filename: finances.csv
model: incomeYearly
view: chart

incomeByCategory - Income breakdown by source (pie chart)

filename: finances.csv
model: incomeByCategory
view: pie

Tables

incomeReport - Current month income summary

filename: finances.csv
model: incomeReport
view: table

incomeBySubcategoryTable - Grouped by income source, sorted by total

filename: finances.csv
model: incomeBySubcategoryTable
view: table

Portfolio Models

Charts

portfolio - Portfolio value over time

filename: finances.csv
model: portfolio
view: chart

portfolioByCategory - Portfolio distribution by holding (pie chart)

filename: finances.csv
model: portfolioByCategory
view: pie

portfolioByValueRange - Portfolio grouped by value ranges (pie chart)

filename: finances.csv
model: portfolioByValueRange
view: pie

Tables

portfolioReport - Current month portfolio snapshot

filename: finances.csv
model: portfolioReport
view: table

With date filter (historical snapshot):

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

portfolioBySubcategoryTable - Grouped by holding name, sorted by total

filename: finances.csv
model: portfolioBySubcategoryTable
view: table

Combined Models

incomeVsExpenses - Compare income and expenses monthly

filename: finances.csv
model: incomeVsExpenses
view: chart

netIncome - Net income (Income minus Expenses) monthly

filename: finances.csv
model: netIncome
view: chart

byCategory - All categories monthly

filename: finances.csv
model: byCategory
view: chart

all - All categories daily

filename: finances.csv
model: all
view: chart

Debt and Loan Models

Charts

debt - Debt balance over time

filename: finances.csv
model: debt
view: chart

loan - Loan balance over time

filename: finances.csv
model: loan
view: chart

mortgage - Mortgage balance over time

filename: finances.csv
model: mortgage
view: chart

mortgageRate - Mortgage interest rate over time (percent format)

filename: finances.csv
model: mortgageRate
view: chart

Tables

debtReport - Current month debt summary

filename: finances.csv
model: debtReport
view: table

debtBySubcategoryTable - Grouped by debt/loan name, sorted by total

filename: finances.csv
model: debtBySubcategoryTable
view: table

Dividend Models

Charts

dividend - Monthly dividend totals

filename: finances.csv
model: dividend
view: chart

dividendQuarterly - Quarterly dividend totals

filename: finances.csv
model: dividendQuarterly
view: chart

dividendByCategory - Dividend breakdown by symbol (pie chart)

filename: finances.csv
model: dividendByCategory
view: pie

dividendMonthlyBySymbol - Monthly dividends per symbol (multi-series)

filename: finances.csv
model: dividendMonthlyBySymbol
view: chart

dividendQuarterlyBySymbol - Quarterly dividends per symbol

filename: finances.csv
model: dividendQuarterlyBySymbol
view: radar

dividendCumulativeBySymbol - Cumulative dividends per symbol

filename: finances.csv
model: dividendCumulativeBySymbol
view: chart

Tables

dividendReport - Current month dividend summary

filename: finances.csv
model: dividendReport
view: table

dividendBySubcategoryTable - Grouped by symbol, sorted by total

filename: finances.csv
model: dividendBySubcategoryTable
view: table

dividendAnalysisReport - Comprehensive dividend metrics per symbol (Total, Avg Monthly, Payment Count, First/Last Payment dates)

filename: finances.csv
model: dividendAnalysisReport
view: table

Advanced Models

cumulativeSum - Cumulative sum across all categories

filename: finances.csv
model: cumulativeSum
view: chart

cumulativeSumPerTypes - Cumulative sum per category (multi-series)

filename: finances.csv
model: cumulativeSumPerTypes
view: chart

incomeMinusExpensesByYearMonth - Net income chart

filename: finances.csv
model: incomeMinusExpensesByYearMonth
view: chart

incomeMinusExpensesByDaily - Daily cumulative net income

filename: finances.csv
model: incomeMinusExpensesByDaily
view: chart

expensesPlusHouseExpensesByYearMonth - Combined expenses monthly

filename: finances.csv
model: expensesPlusHouseExpensesByYearMonth
view: chart

incomeMinusExpensesByYearMonthReport - Net income table

filename: finances.csv
model: incomeMinusExpensesByYearMonthReport
view: table

expensesPlusHouseExpensesByYearMonthReport - Combined expenses table

filename: finances.csv
model: expensesPlusHouseExpensesByYearMonthReport
view: table

quarterlyIncomeExpenseReport - Quarterly income and expense totals

filename: finances.csv
model: quarterlyIncomeExpenseReport
view: table

weeklyExpenseAnalysis - Weekly expense totals

filename: finances.csv
model: weeklyExpenseAnalysis
view: table

expensesMonthlyBreakdown - Monthly expenses by subcategory (multi-series)

filename: finances.csv
model: expensesMonthlyBreakdown
view: chart

allCategoriesBreakdown - All categories summed by type (pie chart)

filename: finances.csv
model: allCategoriesBreakdown
view: pie

incomesExpensesYearly - Annual income and expenses

filename: finances.csv
model: incomesExpensesYearly
view: chart

expensesOnlyMonthly - Monthly expenses only

filename: finances.csv
model: expensesOnlyMonthly
view: chart

expensesOnlyDaily - Daily expenses only

filename: finances.csv
model: expensesOnlyDaily
view: chart

expensesOnlyYearly - Annual expenses only

filename: finances.csv
model: expensesOnlyYearly
view: chart

Parameters

All models accept these optional parameters:

filename - CSV file path (required)

filename: finances.csv

Multiple files - Combine data from multiple CSVs

filename: expenses.csv, income.csv

title - Custom chart title

filename: finances.csv
model: expenses
view: chart
title: My Expense Tracker

date - Filter to specific month (table/report models only)

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

view - Visualization type (default: chart)

chart - Line chart
pie - Pie chart
radar - Radar chart
table - Table view
report - Text report

View Compatibility

Model Type	chart	pie	radar	table	report
Chart models (expenses, income, portfolio, etc.)	Yes	Yes	Yes	No	No
Report/Table models (expensesReport, portfolioReport, etc.)	No	No	No	Yes	Yes