Expensica

by Dhruvir Zala
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Score: 51/100

Description

Category: Productivity Tools

The Expensica plugin records income, expenses and transfers between accounts while keeping financial data in the vault as ordinary JSON files. Its dashboard brings together balances, transactions, budgets and spending by category. Transaction history can be filtered and descriptions searched. A calendar heatmap shows spending by day, with individual days available for inspection. Categories support custom names, colours and emoji. Transactions can be exported as JSON, CSV or PDF and imported from JSON. It also creates a daily finance review as a Markdown note. Data files travel with vault sync, but there is no bank connection or automatic transaction fetching. Transactions must be entered manually or imported and investment tracking and tax preparation are outside its scope.

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Stats

14
stars
1,683
downloads
5
forks
7
days
2
days
8
days
26
total PRs
0
open PRs
0
closed PRs
26
merged PRs
6
total issues
0
open issues
6
closed issues
94
commits

Latest Version

8 days ago

Changelog

Expensica 1.1.0 adds richer account-aware tracking and makes everyday financial data more reliable.

Added:

  • Manage multiple accounts, track account balances and credit limits, and record transfers between accounts.
  • Review cumulative spending trends and running balances alongside existing dashboard charts.
  • Import transaction data with validation and recover from invalid or damaged saved data.

Improved:

  • Sort transactions by date and time, and retain dashboard and transaction-view state.
  • Refine calendar navigation, category quick-menu keyboard support, and responsive, theme-aware views.
  • Improve data validation, financial precision, rendering performance, and cleanup of interactive views.

Requires Obsidian 1.8.7 or later.

README file from

Github

Expensica

Expensica tracks income and expenses inside Obsidian. Add a transaction, check where the money went, then get back to whatever you were doing. Your data lives in your vault, not in another finance app asking you to make an account.

Install

  1. In Obsidian, open Settings → Community plugins and turn off Safe mode.
  2. Choose Browse, search for Expensica, then install and enable it.
  3. Open the dashboard from the ribbon icon or the Command palette.

You can also assign hotkeys to Expensica commands in Obsidian's Hotkeys settings.

What it does

  • Record and edit income, expenses, and transfers between accounts.
  • Review balances, transactions, budgets, and spending by category.
  • Filter transaction history and search descriptions.
  • See spending on a calendar heatmap, then select a day to inspect it.
  • Make categories your own with names, colors, and emoji.
  • Export transactions as JSON, CSV, or PDF. Import transactions from JSON.
  • Create a daily finance review as a Markdown note in your vault.

Your data

Expensica stores its files in expensica-data in your vault:

  • transactions.json for transactions
  • accounts.json for accounts
  • budgets.json for budgets

These are ordinary JSON files, so you can back them up with the rest of your vault. If you sync your vault between devices, these files go along with it. That's vault sync, not bank sync.

A couple of limits

Expensica doesn't connect to banks or fetch transactions for you. You'll need to enter them yourself, or import a JSON file. It's for everyday income and expenses, not investment tracking or tax preparation.

Changelog

See CHANGELOG.md for release history.

License

MIT. See LICENSE.

About

Expensica is made by Dhruvir Zala.

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