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Personal Finance

by lberts
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Score: 35/100
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Description

This plugin has not been manually reviewed by Obsidian staff. Visualize your monthly finances, summary cards, daily balance chart, monthly evolution and spending by category.

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Latest Version

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Changelog

See all version on GitHub

README file from

Github

💰 Personal Finance — Obsidian Plugin

Track and visualize your monthly finances directly in Obsidian — summary cards, daily balance chart, monthly evolution, and spending by category, all powered by a simple CSV file.

Obsidian

✨ Features

  • Summary cards — Income, Expenses, and Balance for the selected month (negative balance shown in red with a − sign)
  • Daily balance chart — cumulative line chart day by day, with colored area (green = positive, red = negative)
  • Monthly bar chart — income × expenses across all months; click any bar to navigate to that month
  • Category breakdown table — sorted by amount, with proportional progress bar and percentage
  • Category & sub-category filters — filter the entire page simultaneously
  • Auto-refresh — detects changes to the CSV and updates automatically
  • Mobile-friendly — responsive layout for small screens

📋 CSV Format

The plugin reads a CSV file with the following columns (column names are case-insensitive):

Column Required Example
date ✅ 2025-01-15
category ✅ Food
sub-category — Groceries
description — Weekly shopping
amount ✅ $9,120.00 or -$200.00
accumulated-value — ignored by the plugin
  • Dates must be in YYYY-MM-DD format
  • Positive values = income; negative values = expenses
  • Currency prefix ($) and thousand separators are handled automatically
  • Empty rows or rows without a valid date are silently ignored

Minimal example:

date,category,sub-category,description,amount,accumulated-value
2025-01-05,Salary,,January salary,$9120.00,$9120.00
2025-01-10,Food,Groceries,Weekly shopping,-$350.00,$8770.00
2025-01-15,Transport,Fuel,Gas station,-$200.00,$8570.00

🚀 Installation

Via Community Plugins (recommended)

  1. Open Obsidian → Settings → Community plugins
  2. Click Browse and search for Personal Finance
  3. Install and enable the plugin

Manual

  1. Download main.js and manifest.json from the latest release
  2. Copy both files to <vault>/.obsidian/plugins/personal-finance/
  3. Reload Obsidian and enable the plugin under Settings → Community plugins

⚙️ Configuration

  1. Click the 💰 icon in the left ribbon (or open the Command Palette and run Open Financial Overview)
  2. Click the ⚙ button in the top-right corner to set the path to your CSV file
  3. The path is relative to the vault root

The default path is personal-finance.csv (vault root).

📸 Screenshots

screenshot personal finance

🛠️ Development

# Clone the repository
git clone https://github.com/YOUR_USER/personal-finance
cd personal-finance

# No dependencies — the plugin is plain CommonJS JavaScript
# Copy files to your vault to test:
cp main.js manifest.json <vault>/.obsidian/plugins/personal-finance/

To publish a new version:

  1. Update version in manifest.json and versions.json
  2. Create a Git tag matching the version exactly (e.g. 1.0.1)
  3. GitHub Actions will automatically create a release with the required files attached

📄 License

MIT © Lucas Berta

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