PlotFinances: Plot financial data

Description Usage Arguments Details Value

Description

Various plotting functions to show assets, accounts, budgets, etc. over different time periods.

Usage

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plotAccountsChange(ledger = viewLedger(file = file),
  file = viewLedgerFile(), from = NULL, to = NULL,
  accounts = viewAccountCategories(ledger))

plotAccountsCumulative(ledger = viewLedger(file = file),
  file = viewLedgerFile(), from = NULL, to = NULL,
  accounts = viewAccountCategories(ledger))

plotAssetsChange(ledger = viewLedger(file = file),
  file = viewLedgerFile(), from = NULL, to = NULL,
  accounts = viewAccountCategories(ledger))

plotAssetsCumulative(ledger = viewLedger(file = file),
  file = viewLedgerFile(), from = NULL, to = NULL,
  accounts = viewAccountCategories(ledger))

plotBudgetsHistory(ledger = viewLedger(file = file),
  file = viewLedgerFile(),
  budget.categories = viewBudgetCategoriesAll(), from = NULL,
  to = NULL)

plotBudgetsBar(ledger = viewLedger(file = file),
  file = viewLedgerFile(), yr = currentYear(), mo = currentMonth(),
  budget.categories = viewBudgetCategoriesAll())

plotBudgetsPie(ledger = viewLedger(file = file),
  file = viewLedgerFile(), yr = currentYear(), mo = currentMonth(),
  budget.categories = viewBudgetCategoriesSpendingSmall())

Arguments

ledger

Data frame ledger. The ledger where each row is a transaction and with columns for year, month, day, description, budget, and one column for each financial account. All columns should be numeric except for description and budget.

file

The path for the ledger for loading and saving. Has an underlying default that needs to be changed in the ViewLedger file.

from

Boundaries on the ledger dates. Requires Date class.

to

Boundaries on the ledger dates. Requires Date class.

yr

Year, month, day. When one of these is NULL, function behavior is to allow all possible values.

mo

Year, month, day. When one of these is NULL, function behavior is to allow all possible values.

budget.category

A character vector of budget category names.

Details

All Plot functions show the dollar amounts over some specified time. Change shows the monthly adjustment to the ledger (i.e., income and spending per month) while Cumulative shows the total amounts up until that month.
Assets combines all accounts, while Accounts splits each financial account up for viewing.
The Budget series shows amounts for each budget category. History shows all months in the ledger, while plotBudgetsBar allows the user to input a specific month and give breakdowns of spending compared to the set budget values. This defaults to the current month. This takes a character vector of budget category names. This can be a custom list such as c("Entertainment", "Food"), or you can use the package functions viewBudgetCategoriesAll(), viewBudgetCategoriesSpending(), or viewBudgetCategoriesReal(). plotBudgetsPie combines all the budgets and shows the amount spent and remaining next to the days left in the month for easy visual tracking of progress.

Value

ggplot object, which is automatically printed if not stored in a variable.


egaffincahn/finances documentation built on Nov. 13, 2018, 7:05 a.m.