The Budget Vault plugin stores accounts, budgets and transactions as markdown files inside the vault, so the data stays local and readable outside the app. It includes a dashboard for spending trends and budget versus actual checks, full history search and editing, category and period based budgets, CSV import with review, sign validation and manual column mapping when needed. The plugin also tracks savings, debts, owed money, subscriptions and tax in dedicated screens, learns categorisation rules from corrections and supports payday aligned periods. It makes no network requests, works on iOS and Android and keeps the folder structure predictable with separate files for categories, accounts, periods and transaction histories.
Obsidian plugins tagged with #budgeting. There are 4 plugins in this collection.
- Rank 12 months ago by Ruan
- Rank 217 days ago by Dmitry
The Finance Manager plugin turns a note into a financial account and stores transactions in separate JSON data files linked by an inserted account id. It supports income and expense records with date, time, categories, tags, payers, attachments, internal transfer marking and smart autocomplete that reuses values from matching entries. The account view includes persistent filters, sorting, pagination and desktop or mobile layouts, plus summaries and charts for income, expenses and balances. It also adds dedicated flows for debts, credits and deposits, including schedules, interest handling and status tracking. Data can be imported from CSV, JSON or XML with field mapping, then exported back in the same formats. It auto detects English or Russian from the app settings.
- Rank 312 days ago by Ahmed Hassan
The Ultra Budget Tracker plugin turns bank SMS messages saved into `Budget/Inbox` into transaction notes and shows balances, budgets and charts inside a five tab budget view. It parses English and Arabic transaction text on the device, ignores reminders, codes and offers and stores everything as plain Markdown under a `Budget/` folder. Categories can be learned from the merchants you file by hand, while accounts, budgets, colours, exclusion rules and parser patterns stay editable as notes with JSON blocks. The plugin also supports manual transactions, derived account balances, filtered CSV export and embedded finance summaries in notes. Pending messages are retried until they have an amount, currency, type and account and excluded transactions stay visible but never count toward totals.
- Rank 43 years ago by SmartLifeGPT Innovation
The Alfonso Money Manager plugin for Obsidian helps users track and manage their personal finances with ease. It offers features such as local and cloud syncing, the ability to use the Alfonso Query Language (AQL) for precise data extraction, and integration with ApexCharts for visualizing financial data. The plugin allows seamless synchronization with the Alfonso Money Manager mobile app, providing users with the flexibility to analyze and visualize their financial information directly within Obsidian. With customizable queries and data visualizations, the plugin empowers users to make informed financial decisions and gain deeper insights into their budgets and expenses.