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Financial Doc

by Studio Webux
5
4
3
2
1
Score: 65/100
Install Code

Description

Category: Data Visualization
#financial#chart#csv

The Financial Doc plugin is a powerful tool for Obsidian users who work with CSV files. With this plugin, you can open and edit your CSV files directly within Obsidian, and use the data to generate charts and reports. The plugin supports various chart types, including line, pie, and radar charts, making it easy to visualize your financial data. You can also evaluate mathematical expressions directly in the value column, thanks to the integration with mathjs. The plugin is highly configurable, allowing you to tailor its behavior to your specific needs. Additionally, it works seamlessly on both desktop and mobile devices.

Reviews

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Stats

45
stars
8,967
downloads
0
forks
1,037
days
85
days
88
days
25
total PRs
0
open PRs
0
closed PRs
25
merged PRs
14
total issues
0
open issues
14
closed issues
27
commits

Latest Version

0.9.0
3 months ago

Changelog

V0.9.0 - Beta - 2026-01-08

Features

  • Added snapshotCategories field to models
    • Configures which categories use "last value" logic (snapshot/balance data)
    • Categories not listed sum all entries (transaction data like dividends, income)
    • Enables mixed models with both snapshot and transaction categories
  • Updated output functions:
    • getLastValuePerTypeForCurrentMonth: supports snapshotCategories
    • reportBySubcategory: supports snapshotCategories
    • generateDailyDataSet: supports snapshotCategories for daily charts
  • Updated default models:
    • portfolioReport, portfolioReportTable: Portfolio, Debt, Loan as snapshots
    • portfolioBySubcategoryTable: Portfolio as snapshot
    • debtReport, debtBySubcategoryTable: Debt and Loan as snapshots
    • expensesReport, incomeReport, dividendReport: sum all entries
    • expensesBySubcategoryTable, incomeBySubcategoryTable, dividendBySubcategoryTable: sum all
    • Daily chart models: expenses, income, portfolio, mortgage, mortgageRate, debt, loan, all

Bug Fixes

  • Fixed portfolio report showing incorrect values for transaction categories
  • Fixed dividend totals only showing last value instead of sum
  • Fixed subcategory tables showing sum instead of last value for snapshot data
  • Fixed daily charts showing only last value for transaction categories (income, expenses)

NOTE: Might contains Breaking Changes, Always backup your configurations and data before upgrading.

See all version on GitHub

README file from

Github

About

  • Open and Edit CSV Files in Obsidian
  • Generate Charts (Line, Pie, Radar) and Table Reports using CSV data
  • Advanced Model Management: Add, edit, duplicate, and delete custom models via settings
  • Enhanced Data Processing: Quarter/week splitting, category analysis, value ranges
  • Resizable charts with professional table views
  • Support Desktop and Mobile (tested on Windows, MacOS and Iphone)
  • Using Chart.js and mathjs
  • Plugin for Obsidian.md

Installation and Usage

Full Documentation is available here

Changelog

See CHANGELOG

Releases and Github Actions

git tag -a X.Y.Z -m "Version X.Y.Z"
git push origin tags/X.Y.Z

Contributing

  1. Fork Repository
  2. Commit your changes
  3. Push your changes
  4. Create a PR

Local Development

npm install
npm run build

Documentation

minimaldoc build \
    --base-url / \
    --description "Obsidian.md plugin to read and edit a CSV file, then use it as a data source to generate charts." \
    --title "Obsidian FinDoc" \
    --llms \
    --output ./output \
    ./docs/
    
python -m http.server -d output 8003

License

Distributed under the MIT License. See LICENSE for more information.

Contact

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