Account Viewer

by Muaz Yediyüzkırkiki
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Score: 51/100

Description

Category: Note Enhancements

The Account Viewer plugin enables Obsidian users to create visually intuitive accounting tables from simple Markdown code blocks tagged with the accounting alias. It supports various record types, including transactions, journal entries, and T-accounts, providing a clean, formatted preview directly within your notes. This tool is ideal for users managing financial data or accounting tasks, offering flexibility in recording and presenting data. By combining records in a single block, users can maintain a consolidated view of financial entries and summaries, all seamlessly integrated within Obsidian.

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total issues
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open issues
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Latest Version

2 years ago

Changelog

What's Changed

Full Changelog: https://github.com/muaz742/obsidian-accointing-viewer/compare/1.0.7...1.1.0

README file from

Github

Account Viewer

Obsidian Plugin that automatically generates accounting tables from Markdown code blocks tagged with the accounting alias.

Example Code Block:

```accounting
entry
    + Cash: $10,100.50
    - Common Stock: $10,100.50
```

Preview:

For more example:

Go to Usage header.

Installation

You can follow any of the 3 options below to install the plugin.

Option 1

If you have Obsidian installed on your device:

Option 2

Install inside Plugins on Obsidian:

  1. Open Settings.
  2. Select Turn on community plugins. For more information, refer to Plugin security > Restricted mode.
  3. Select Browse to list all available community plugins.
  4. Use the text box to type "Account Viewer" keywords.
  5. Enable "Account Viewer" plugin from the list of Community plugins under Settings → Community plugins → Installed plugins.

You can also browse available plugins in your browser, by heading to obsidian.md/plugins.

For more details: Browse community plugins | Obsidian Help

Option 3

Manually Install:

  1. Go to the Release page.
  2. Download the latest version file:
    • account-viewer-X.X.X.zip
  3. Manually install the plugin.
  4. Enable "Account Viewer" plugin from the list of Community plugins under
  5. Settings → Community plugins → Installed plugins.

Usage

Add content in a code block using the accounting alias.

Transaction Record

Code Block:

```accounting
transaction 2014-06-01
    + "Osborne Consulting, Inc., sold $10,000 of common stock to Cindy Osborne, who was investing cash in the business."
```

Preview:

Code Block:

Using without date:

```accounting
transaction 
    + "Osborne Consulting, Inc., sold $10,000 of common stock to Cindy Osborne, who was investing cash in the business." 
```

Preview:

Journal Entry

```accounting
entry 2014-06-01
    page "Page 1"
    + Cash: $10,100.50 : 111
    - Common Stock: $10,100.50 : 311
    desc "Sold stock."
```

Preview:

Code Block:

Using only account and amount: without date and post reference:

```accounting
entry
    + Cash: $10,100.50
    - Common Stock: $10,100.50
```

Preview:

T-Account

Code Block:

```accounting
t-account Account Receivable
    + Beginnig Balance: $24,000
    + Credit Sales: $400,000
    - Collection: $85,000
    - Bad Debd Expense: $315,000
    balance
    + Ending Jan: $24,000
```

Preview:

Code Block:

Using only account without balance

```accounting
t-account Account Receivable
    + Beginnig Balance: $24,000
    + Credit Sales: $400,000
    - Collection: $85,000
    - Bad Debd Expense: $315,000
```

Preview:

Combine

Code Block:

Using multiple records in one block:

```accounting  
transaction 2014-06-01  
    + "Osborne Consulting, Inc., sold $10,000 of common stock to Cindy Osborne, who was investing cash in the business." 

transaction 
    + "Osborne Consulting, Inc., sold $10,000 of common stock to Cindy Osborne, who was investing cash in the business." 

entry 2014-06-01  
    page "Page 1"    
    + Cash: $10,100.50 : 111    
    - Common Stock: $10,100.50 : 311    
    desc "Sold stock."  

entry
    page "Page 1"
    + Cash: $10,100.50 : 111
    - Common Stock: $10,100.50 : 311

t-account Account Receivable  
    + Beginnig Balance: $24,000    
    + Credit Sales: $400,000    
    - Collection: $85,000    
    - Bad Debd Expense: $315,000    
    balance    
    + Ending Jan: $24,000
```

Preview:

Contributing

Pull requests are welcome. For major changes, please open an issue first to discuss what you would like to change.

Please make sure to update tests as appropriate.

License

MIT

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