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Default Configurations

info

Release V0.6.0 includes breaking changes, so here is the default configuration. You might have to restore it.

{
  "chartLabelTypes": ["money", "percent", "generic", "custom"],
  "minCharsToMatch": 1,
  "useAutocomplete": true,
  "categories": [
    "Portfolio",
    "Income",
    "Mortgage",
    "Mortgage Rate",
    "Cotisation",
    "Dividend",
    "House Expenses",
    "Expenses",
    "Generic"
  ],
  "useLastElementAsTemplate": true,
  "models": {
    "expenses": {
      "dataSource": "splitDailyDates",
      "categories": ["Income", "House Expenses", "Expenses"],
      "output": "generateDailyDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "expensesMonthly": {
      "dataSource": "splitByYearMonth",
      "categories": ["Income", "House Expenses", "Expenses"],
      "output": "generateSumDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "portfolio": {
      "dataSource": "splitDailyDates",
      "categories": ["Portfolio"],
      "output": "generateDailyDataSet",
      "beginAtZero": false,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "incomeYearly": {
      "dataSource": "splitByYear",
      "categories": ["Income"],
      "output": "generateSumDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "income": {
      "dataSource": "splitDailyDates",
      "categories": ["Income"],
      "output": "generateDailyDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "all": {
      "dataSource": "splitDailyDates",
      "categories": [
        "Portfolio",
        "Income",
        "Mortgage",
        "Mortgage Rate",
        "Cotisation",
        "Dividend",
        "House Expenses",
        "Expenses"
      ],
      "output": "generateDailyDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "mortgage": {
      "dataSource": "splitDailyDates",
      "categories": ["Mortgage"],
      "output": "generateDailyDataSet",
      "beginAtZero": false,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "mortgageRate": {
      "dataSource": "splitDailyDates",
      "categories": ["Mortgage Rate"],
      "output": "generateDailyDataSet",
      "beginAtZero": true,
      "chartLabelType": "percent",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "dividend": {
      "dataSource": "splitByYearMonth",
      "categories": ["Dividend", "Cotisation"],
      "output": "generateSumDataSetPerTypes",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "portfolioReport": {
      "dataSource": "splitByYearMonth",
      "categories": [
        "Portfolio",
        "Income",
        "Cotisation",
        "Expenses",
        "House Expenses",
        "Dividend"
      ],
      "output": "getLastValuePerTypeForCurrentMonth",
      "beginAtZero": false,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "cumulativeSum": {
      "dataSource": "splitByYearMonth",
      "categories": [
        "Portfolio",
        "Income",
        "Cotisation",
        "Expenses",
        "House Expenses",
        "Dividend"
      ],
      "output": "generateCumulativeSumDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "cumulativeSumPerTypes": {
      "dataSource": "splitByYearMonth",
      "categories": [
        "Portfolio",
        "Income",
        "Cotisation",
        "Expenses",
        "House Expenses",
        "Dividend"
      ],
      "output": "generateCumulativeSumDataSetPerTypes",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "cumulativeSumForCotisationSplitByExtra": {
      "dataSource": "splitBy",
      "categories": ["Cotisation"],
      "output": "generateCumulativeSumDataSetPerTypes",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "extra",
      "values": ""
    },
    "incomeMinusExpensesByYearMonth": {
      "dataSource": "splitByYearMonth",
      "categories": ["Income", "Expenses"],
      "output": "generateDifference",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": "Income, Expenses"
    },
    "expensesPlusHouseExpensesByYearMonth": {
      "dataSource": "splitByYearMonth",
      "categories": ["Expenses", "House Expenses"],
      "output": "generateSum",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": "Expenses, House Expenses"
    },
    "incomeMinusExpensesByYearMonthReport": {
      "dataSource": "splitByYearMonth",
      "categories": ["Income", "Expenses"],
      "output": "reportDifference",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": "Income, Expenses"
    },
    "expensesPlusHouseExpensesByYearMonthReport": {
      "dataSource": "splitByYearMonth",
      "categories": ["Expenses", "House Expenses"],
      "output": "reportSum",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": "Expenses, House Expenses"
    },
    "incomeMinusExpensesByDaily": {
      "dataSource": "splitDailyDates",
      "categories": ["Income", "Expenses"],
      "output": "generateCumulativeDifference",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": "Income, Expenses" // Yield: Income - Expenses
    },
    "incomesExpensesYearly": {
      "dataSource": "splitByYear",
      "categories": ["Income", "House Expenses", "Expenses"],
      "output": "generateSumDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "expensesOnlyMonthly": {
      "dataSource": "splitByYearMonth",
      "categories": ["House Expenses", "Expenses"],
      "output": "generateSumDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "expensesOnlyDaily": {
      "dataSource": "splitDailyDates",
      "categories": ["House Expenses", "Expenses"],
      "output": "generateSumDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    },
    "expensesOnlyYearly": {
      "dataSource": "splitByYear",
      "categories": ["House Expenses", "Expenses"],
      "output": "generateSumDataSet",
      "beginAtZero": true,
      "chartLabelType": "money",
      "dataSourceKey": "timestamp",
      "values": ""
    }
  },
  "colors": [
    "#1ac18f",
    "#EAE2B7",
    "#8ecae6",
    "#219ebc",
    "#026597",
    "#be37a5",
    "#fb8500",
    "#ffbe0b",
    "#fff5b8",
    "#ff006e",
    "#8338ec",
    "#3a86ff",
    "#390099",
    "#9e0059",
    "#8c3b56",
    "#ff5400",
    "#ffbd00",
    "#619b8a",
    "#7678ed",
    "#c2e83b",
    "#33658a",
    "#ce6a85",
    "#985277",
    "#5c374c",
    "#ba66ff",
    "#2176ff",
    "#33a1fd",
    "#7cd671",
    "#22def7"
  ],
  "debounce": "1000",
  "csvSeparator": ","
}

What to do with that JSON ?

It must be the content of the data.json in your .obsidian/plugins/findoc/data.json