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Balance History Line Chart

Shows selected account balances over time as a line or area chart. Useful for following balance trends with a finer timeline.

Example

Example Use Cases​

  • Follow how a savings or investment account balance changes day by day
  • Compare several accounts over the same period as overlapping lines or stacked areas
  • Watch the combined total balance across selected accounts over time

Settings​

  • Accounts - Chooses which accounts are included in the chart.
  • Use global commodity - When on, the chart uses the commodity set for the page. When off, you pick a commodity for this widget.
    • Commodity - The commodity used to express balances. Shown only when Use global commodity is off.
  • Use global date - When on, the chart follows the date set for the page. When off, you can set a date for this widget.
    • Date - The date range used for the chart. Shown only when Use global date is off.
  • Filter by description - Limits the chart to postings whose description matches the text you enter.
  • Filter by tags - Limits the chart to postings that match the selected tags.
  • Advanced expression - An optional hledger advanced expression for more precise control over which postings are included.
  • Pricing - Controls how amounts are converted when pricing is needed.
    • Price Evaluation Time - Chooses when market prices are applied for conversion.
    • Infer market prices - When on, missing prices may be inferred from other available price information.
  • Chart - Options that change how the line or area chart looks and behaves.
    • Chart type - Chooses whether balances are drawn as a line chart or an area chart.
    • Smooth - Rounds the line paths so the chart looks smoother.
    • Show symbol - Shows markers on each data point along the line.
    • Inverse Y axis - Flips the value axis so higher and lower values switch places on the chart.
    • Auto scale to fit - Adjusts the value axis so the series fit the available space.
    • Stacked - When on, each selected account is shown as its own series stacked in the area. When off, the chart shows one series for the combined total. Shown only when Chart type is Area chart.
    • Show total line - Draws a line for the combined total across the timeline. Shown only when Chart type is Area chart and Stacked is on.
    • Color palette - Shifts which colors are used for the series.
  • Legend - Options that control the chart legend. Shown only when Chart type is Area chart.
    • Show legend - Shows a legend that labels the series in the chart.
    • Legend Orientation - Chooses whether the legend is laid out horizontally or vertically. Shown only when Show legend is on.
    • Legend Type - Chooses whether the legend is a fixed list or a scrollable list. Shown only when Show legend is on.