Obsidian plugins with #finance#

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.

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.

The WorkLife Calendar plugin combines a day, week and month calendar with task scheduling, time tracking, habit tracking and financial planning. Tasks support four statuses, recurring schedules, projects, checklists, deadlines and comparisons between planned and recorded time. Calendar entries can be created by clicking or dragging, while an integrated timer resumes after Obsidian restarts. Habit goals track frequency, quantities and streaks. Income can be calculated from task rates, alongside expense budgets, savings goals and project analytics. Data can be stored as JSON in the vault and optionally synced through common cloud services. It also supports optional Tasks and Dataview markdown synchronisation, external calendar subscriptions through a GitHub Gist, local and ntfy.sh notifications and mobile layouts.

The Bureau plugin turns tagged notes into a connected planning system with calendar, task, reminder, finance, time tracking, posts and contacts views. It reads frontmatter and tags from ordinary markdown notes, projects repeating meetings, events, reminders and tasks from a single source note, and lets you edit dates, times, status, priority, client and reminder lead time from shared dialogs. The calendar supports month, week and day layouts with drag based rescheduling and duration resizing on desktop, while the task board supports column moves and bulk actions. Finance tracks subscriptions, one off expenses, income and invoices, and time tracking covers running timers, manual entries, reports and unbilled work. It also renders a companion dashboard code block inside notes and keeps invoices, clients and service packages tied to their configured folders.

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.

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.

The Get Stock Information plugin allows users to retrieve detailed stock market data directly within Obsidian using the Yahoo Finance API. By entering a stock symbol, the plugin generates a callout block with key financial details, including bid and ask prices, spread percentage, company name, currency, volume, market cap, daily and 52-week price ranges, and the timestamp of the data. This tool provides an efficient way to track stock performance and integrate financial insights into your notes for analysis or reference.