Report

Net Worth Linechart

The Net Worth Linechart report.

A line chart of assets, liabilities and net worth at the end of each step between two dates: the line version of the Net Worth Barchart. report.exportCsv returns its data as CSV. In GnuCash: Reports ▸ Assets & Liabilities ▸ Net Worth Linechart.

The options that matter are Accounts/Accounts, General/Start Date and End Date and General/Step Size.

Examples

Example: with a copy of the reports/category-daily example book open as book.gnucash, at 2024-03-15T12:00:00Z.

JSON-RPC

Request:

{"jsonrpc":"2.0","id":1,"method":"report.run","params":{"report":"Net Worth Linechart","options":{"Accounts":{"Accounts":["a0000000000000000000000000000001","a0000000000000000000000000000002","a0000000000000000000000000000003"]},"General":{"Start Date":{"absolute":"2024-03-01"},"End Date":{"absolute":"2024-03-31"},"Step Size":"WeekDelta"}}}}

Response:

{
  "jsonrpc": "2.0",
  "id": 1,
  "result": {
    "title": "",
    "sections": [
      {
        "blocks": [
          {
            "kind": "chart",
            "type": "line",
            "title": [
              "Net Worth Linechart",
              "03/01/24 to 03/31/24"
            ],
            "…": "…"
          },
          "…"
        ],
        "…": "…"
      },
      "…"
    ],
    "…": "…"
  }
}

Command line

red-ale exec --book book.gnucash report.run '{"report":"Net Worth Linechart","options":{"Accounts":{"Accounts":["a0000000000000000000000000000001","a0000000000000000000000000000002","a0000000000000000000000000000003"]},"General":{"Start Date":{"absolute":"2024-03-01"},"End Date":{"absolute":"2024-03-31"},"Step Size":"WeekDelta"}}}'

It prints:

{
  "title": "",
  "sections": [
    {
      "blocks": [
        {
          "kind": "chart",
          "type": "line",
          "title": [
            "Net Worth Linechart",
            "03/01/24 to 03/31/24"
          ],
          "…": "…"
        },
        "…"
      ],
      "…": "…"
    },
    "…"
  ],
  "…": "…"
}

MCP tool call

Tool call:

{"name":"report.run","arguments":{"report":"Net Worth Linechart","options":{"Accounts":{"Accounts":["a0000000000000000000000000000001","a0000000000000000000000000000002","a0000000000000000000000000000003"]},"General":{"Start Date":{"absolute":"2024-03-01"},"End Date":{"absolute":"2024-03-31"},"Step Size":"WeekDelta"}}}}

Result:

{
  "structuredContent": {
    "title": "",
    "sections": [
      {
        "blocks": [
          {
            "kind": "chart",
            "type": "line",
            "title": [
              "Net Worth Linechart",
              "03/01/24 to 03/31/24"
            ],
            "…": "…"
          },
          "…"
        ],
        "…": "…"
      },
      "…"
    ],
    "…": "…"
  }
}

Template GUID: d8b63264186b11e19038001558291366 · Script: standard/net-charts.rhai

Options

Accounts

  • Accounts (accountList, default []): Report on these accounts, if chosen account level allows.

Display

  • Show Asset & Liability (boolean, default true): Show the Asset and the Liability bars?
  • Show Net Worth (boolean, default true): Show a Net Worth bar?
  • Show table (boolean, default false): Display a table of the selected data.
  • Plot Width (plotSize, default {"percent":100}): Width of plot, 10 - 100 in percent, above in pixels.
  • Plot Height (plotSize, default {"percent":100}): Height of plot, 10 - 100 in percent, above in pixels.
  • Line Width (numberRange, default "1.5"): Set line width in pixels.
  • Grid (boolean, default true): Add grid lines.
  • Show a grouped (indexed) tooltip (boolean, default true): Show all items, along the x-axis, in a grouped tooltip. Otherwise - only a single entry, as per coursor's nearest proximity.
  • Show only non-zero values in a tooltip (boolean, default true): Show only non-zero values in a tooltip.

General

  • Report name (string, default "Net Worth Linechart"): Enter a descriptive name for this report.
  • Stylesheet (multichoice, default "Default"): Select a stylesheet for the report.
  • Add options summary (multichoice, default "never"): Add summary of options.
  • Start Date (date, default {"relative":"start-accounting-period"}): Start of reporting period.
  • End Date (date, default {"relative":"end-accounting-period"}): End of reporting period.
  • Step Size (multichoice, default "MonthDelta"): The amount of time between data points.
  • Report's currency (currency, default "CURRENCY::USD"): Select the currency to display the values of this report in.
  • Price Source (multichoice, default "weighted-average"): The source of price information.