Reporting with beancount_ex and Explorer

Mix.install([
  {:beancount_ex, "~> 0.2"},
  {:explorer, "~> 0.9"},
  {:kino, "~> 0.13"}
])

A sample ledger

ledger = [
  Beancount.open(~D[2026-01-01], "Assets:Bank", ["USD"]),
  Beancount.open(~D[2026-01-01], "Income:Salary", ["USD"]),
  Beancount.open(~D[2026-01-01], "Expenses:Rent", ["USD"]),
  Beancount.transaction(~D[2026-01-31], "*", "Employer", "Salary", [
    Beancount.posting("Assets:Bank", Decimal.new("5000"), "USD"),
    Beancount.posting("Income:Salary", Decimal.new("-5000"), "USD")
  ]),
  Beancount.transaction(~D[2026-02-01], "*", "Landlord", "February rent", [
    Beancount.posting("Expenses:Rent", Decimal.new("1500"), "USD"),
    Beancount.posting("Assets:Bank", Decimal.new("-1500"), "USD")
  ])
]

Balances as a DataFrame

Beancount.balances/1 returns a Beancount.Query.Result; the optional Explorer bridge converts it into a DataFrame, which Livebook renders as an interactive table. (Requires the Beancount bean-query tool installed.)

{:ok, result} = Beancount.balances(ledger)
Beancount.Explorer.to_dataframe(result)

Income statement

{:ok, result} = Beancount.income_statement(ledger)
Beancount.Explorer.to_dataframe(result)

A custom BQL query

{:ok, result} =
  Beancount.query(ledger, "SELECT account, sum(position) GROUP BY account ORDER BY account")

Beancount.Explorer.to_dataframe(result)

Render with Kino explicitly

A DataFrame returned as the last value renders automatically, but you can also build a table widget yourself:

{:ok, result} = Beancount.balances(ledger)

result
|> Beancount.Query.Result.to_maps()
|> Kino.DataTable.new()