Query editor

This page explains the what each part of the query editor does, and how you can configure it.

Balance#

Balance query

The Balance query returns running balances for the selected accounts.

The query starts from the first transaction and adds the amount of every subsequent transaction to get the running balance for the day of each transaction. If more than one transaction happened during a period, the value of the period is set to the balance resulting from the last transaction within that period.

For this query, we recommend the following panel configuration:

  • Visualization: Time Series
  • Style: Lines

Spending#

Spending query

The Spending query groups the transactions by any of the following dimensions:

  • Account
  • Payee
  • Category

If a period contains more than one transaction, the value of the period is set to the sum of all the transactions within that period.

For this query, we recommend the following panel configuration:

  • Visualization: Time Series
  • Style: Bars
  • Stack series: Normal

Transactions#

Transactions query

The Transactions query returns all transactions within the dashboard interval.

For this query, we recommend the following panel configuration:

  • Visualization: Table