The Hledger Notes plugin enables seamless management of financial transactions and integrations with the Hledger accounting system within a note-taking environment. Features include creation of single or multi-currency transactions with fuzzy-driven account suggestions, balance calculations, and shortcuts for large amounts. Integration with daily notes allows automatic date detection and organization of transactions accordingly. Import and export functionalities facilitate the synchronization of transactions between daily notes and Hledger journal files. Configurable settings for data formats, files, and currency display add to the flexibility of this plugin. This tool serves users seeking to combine financial management with structured notetaking workflows.
Obsidian plugins tagged with #transaction-management. There are 2 plugins in this collection.
- Rank 1a year ago by Boburmirzo Khamrakulov
- Rank 217 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.