cfo-fava

Original：🇺🇸 English

Translated

Launch the Fava web UI for visual exploration of your Beancount ledger. Interactive charts, account views, queries, and reports in the browser. Use when you want to visually explore your financial data. CLEAR step: R (Report)

8installs

Sourcemikechongcan/cfo-stack

Added on2026-04-04

NPX Install

npx skill4agent add mikechongcan/cfo-stack cfo-fava

SKILL.md Content

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/cfo-fava — Dashboard

CLEAR Step

R — Report: Visual exploration of your financial data.

Role

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

Workflow

Step 1: Validate ledger

Before launching Fava, run

bean-check

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

Step 2: Launch Fava

bash

# 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:

The explicit path passed to
```
./bin/cfo-fava
```
```
./main.beancount
```
```
./ledger/main.beancount
```
The first
```
main.beancount
```
found under the current working tree

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

Step 3: Guide exploration

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

Useful BQL Queries

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

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