Budget Planner

approved

by kalinichenko88

A minimalist budget planning tool. Create, track, and manage budgets using markdown code blocks directly in your notes. - This plugin has not been manually reviewed by Obsidian staff.

★ 11 stars↓ 222 downloadsUpdated 10d agoMIT
Install in ObsidianView on GitHub

Budget Planner

Code Quality Release

A minimalist budget planning plugin that lets you manage finances directly in your notes using markdown code blocks.

screenshot

✨ Features

  • 📝 Plain markdown storage — the table is just a budget code block, editable by hand
  • 📊 Categories with per-category count and sum (shown when there is more than one category)
  • ✅ Click a row's checkbox to mark it paid; totals also show unchecked count and sum
  • ✏️ Inline editing of name, amount and comment (Enter saves, Escape cancels)
  • 🔗 Comments render inline markdown (wikilinks, external links, bold, tags) in editing view
  • 🔀 Drag rows between categories and reorder categories via the grip handle
  • 📈 Right-click a column header (#, Name, Amount) to sort rows inside every category
  • 🖱️ Right-click a row or category for new row / new category / delete
  • 🔄 Markdown is rewritten column-aligned on every change
  • ⚙️ Configurable default block template in plugin settings

Features docs

📖 Usage

Quick Start

  1. Open a note in Obsidian where you want to add a budget planner
  2. Use the command palette (Cmd+P on macOS or Ctrl+P on Windows/Linux) and run Budget Planner: Insert budget block
  3. Start editing your budget!

The table renders in editing view (Live Preview and Source mode). In Reading view the block stays a plain code block.

Syntax

Create budgets using the budget code block:

Online Services:
	[x] | Spotify   | 4.99
	[ ] | Youtube   | 16.99
	[ ] | 1Password | 6.95
Entertainment:
	[ ] | Netflix   | 12.99  | Family plan
  • A line ending with : starts a category
  • Row cells are [x]/[ ] | name | amount | comment; the checkbox and the comment are optional. The comment is the whole rest of the line after the amount, so | is safe to use inside it — but a | inside name or amount still splits the row wrong
  • Lines without | are ignored
  • Amounts are parsed as numbers — anything else in the cell is stripped, an unparsable amount becomes 0

🚀 Installation

From Obsidian (recommended)

  1. Open Settings → Community Plugins → Browse
  2. Search for Budget Planner (community plugin page)
  3. Install and enable it

Manual

  1. Download main.js and manifest.json from the latest GitHub release
  2. Create a budget-planner/ folder inside your vault's .obsidian/plugins/ folder and put both files in it
  3. Reload Obsidian
  4. Enable plugin in Settings > Community Plugins

🤝 Contributing

  1. Fork the repository
  2. Create feature branch (git checkout -b feature/amazing-feature)
  3. Commit changes (git commit -m 'Add amazing feature')
  4. Push to branch (git push origin feature/amazing-feature)
  5. Open Pull Request

📄 License

MIT License - see LICENSE for details

💬 Support

🔖 Docs

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