How do you manage your finances in Obsidian?

I’ve been looking for a workflow to embed some aspects of my finances into Obsidian to integrate the most important aspects of my life into the app. My last setting comprises a combination of templates, tags, dataviews, javascript snippets, and plugin tasks. And I feel that it’s still too limited.

I have good experience working with React and TypeScript, so I started to learn a little about the Obsidian plugins and to build a prototype of what a good financial companion for Obsidian could be.

But I want to ask you about good enough strategies that you use to integrate this aspect in the app or plugins that you know already fill this necessity before deep more into this project.

I’m attaching some screenshots of the plugin in an early version.
Screenshot 2025-01-22 at 12.37.13 AM



Screenshot 2025-01-22 at 12.38.13 AM

2 Likes

Hi, is the plugin available yet or can be test it in beta please?

What’s the ETA? This looks great but shots aren’t enough. Can we get out hands on it, do you need testers?

Hi @plashal
I don’t have ETAs actually, I’ve been improving it conforming I need it for my personal finances, I could consider be more consisting with it if it gets traction.
It can be tested in a beta phase, this is the repo please don’t use with important accounting because it’s not still stable.
It would be great if you could help me with tests and providing feedback!

Hi @yanisek457
It can be tested in a beta phase, this is the repo please don’t use with important accounting because it’s not still stable.