Conversion

In most reports in Fava, a conversion can be selected with the select dropdown at the top of the chart. These conversions will use the prices defined in the Beancount file, so these should defined manually or by some plugin (using beancount.plugins.implicit_prices is recommend to get prices for all costs in the Beancount file).

  • "At Cost" - Show all inventories at cost, e.g., a position of 10 STOCK {4 USD} would be converted to 40 USD.
  • "At Market Value" - Show all inventories at their current market value, that is, convert to the cost currency at the current price. E.g., a position of 10 STOCK {4 USD} would be converted to 50 USD if the current price of STOCK is 5 USD.
  • "Units" - The plain units of all positions, e.g., 10 STOCK for a position of 10 STOCK {4 USD}.
  • "Converted to X" - Convert to the currency X, e.g., a position of 10 STOCK {4 USD} would be converted to 20 X if the current price of STOCK is 2 X. For positions with a price, a conversion via the cost currency is attempted if no direct price exists, so the example position would also successfully be converted if no price for STOCK in X exists but both a price of STOCK in USD and a price of X in USD exists.
  • "Converted to X,Y" - It is also possible to chain conversions to currencies by selecting multiple conversions in the dropdown. These conversions are done in sequence, a position of 10 STOCK {4 USD} would first be converted to X and then this amount in X would be converted to Y.

None of the conversions will silently drop amounts, so if a conversion is not possible, the un-converted units are shown.