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Filters

With the text inputs at the top right of the page, you can filter the entries that are displayed in Fava's reports. If you use multiple filters, the entries matching all of them will be selected.

Time

Filter entries by their date. You can specify dates and intervals like years, quarters, months, weeks, and days (for example 2015, 2012-Q1, 2010-10, 2016-W12, or 2015-06-12). You can specify a range of dates like 2010 - 2012-10 which will display all entries between the start of 2010 and the end of October 2012.

To refer to dates relative to the current day, you can use the variables year, quarter, month, week, and day. These will be substituted with the current date expressed in the respective format, and support addition and subtraction. For example you can write year - day for all entries in the current year up to today, or year-1 - year for all entries of the last and current year. To prevent subtraction, use parentheses: (month)-10 refers to the 10th of this month, whereas month-10 would be 10 months ago.

Week number Week number of the year (Monday as the first day of the week) as a decimal number. All days in a new year preceding the first Monday are considered to be in week 0.

Account

Filter entries by account, matching any entry this account is part of. The filter can be an account name, either the full account name or a component of the account name, or a regular expression matching the account name, e.g. .*Company.* to filter for all that contain Company.

This final filter allows you to filter entries by various attributes.

  • Filter by #tag or ^link.
  • Filter by amount, such as = 100.20 or >= 100 (comparing the absolute of the units).
  • Filter by any entry attribute, such as payee payee:"restaurant" or narration narration:'Dinner with Joe'. The argument is a regular expression which needs to be quoted (with ' or ") if it contains spaces or special characters. If the argument is not a valid regular expression, Fava will look for an exact match instead.
  • Search in payee and narration if no specific entry attribute is given, e.g. "Cash withdrawal". For Note directives, the comment will be searched.
  • Filter for entries having certain metadata values: document:"\.pdf$". Note that if the entry has an attribute of the same name as the metadata key, the filter will apply to the entry attribute, not the metadata value.
  • Exclude entries that match a filter by prepending a - to it, e.g. -#tag or -(^link #tag).
  • To match entries by posting attributes, you can use any() and all(), e.g., any(id:'12', account:"Cash$") for all entries that have at least one posting with metadata id: 12 or account ending in Cash, or all(-account:"^Expenses:Food") to exclude all transactions having a posting to the Expenses:Food account. To match by amount, you can use comparison operators, e.g. any(units > 80) to filter for all entries where one posting has a units with an absolute amount greater than 80.

These filters can be combined by separating them by spaces to match all entries satisfying all given filters or by commas to match all entries satisfying at least one of the given filters. In other words, a space acts like an "and" and a comma like an "or". As usual, the logical "and" has a higher grouping power than "or" and you can use parentheses to group filters.

When given regular expressions, Fava checks for a match anywhere in the corresponding attribute. Matching is always case-insensitive. To find out more about the specific syntax Fava uses, refer to Python's Regular Expression Syntax.