by Nelson Pacheco de
Visualize and balance your finances with an interactive 8-dimension Wheel of Life expense tracker synced to your notes.
โ 1 downloadsUpdated todayMIT
Finances Daily โ Wheel of Life Expense Tracker for Obsidian
Finances Daily is a native Obsidian extension designed under the Wheel of Life (Rueda de la Vida) personal development framework. Rather than tracking money as dry, isolated numbers, it organizes your expenses across the 8 fundamental dimensions of human flourishing:
- ๐ฉบ Health & Vitality (Salud) โ Physical well-being, nutrition, medicine, gym, wellness.
- ๐ฎ Leisure & Recreation (Ocio) โ Entertainment, gaming, movies, outings, hobbies.
- ๐ง Personal Growth (Desarrollo Personal) โ Books, courses, learning, mental fitness.
- ๐ผ Profession & Career (Profesiรณn) โ Work tools, software, equipment, professional gear.
- โค๏ธ Love & Romance (Amor) โ Dates, partner gifts, relationship experiences.
- ๐ฅ Friends & Social (Amigos) โ Gatherings, celebrations, shared dinners.
- ๐ก Family & Home (Familia) โ Household essentials, home improvements, family support.
- ๐ฐ Finances & Wealth (Finanzas) โ Savings, investments, asset building, financial reserves.
โจ Features
- ๐ก Interactive Dynamic SVG Wheel: Visual breakdown of your expenses across all 8 life areas with instant hover inspection and slice percentages.
- โก Quick Expense Capture: Fast input form with amount, description, category selector, and custom date/time.
- ๐ฏ Monthly Budget & Balance KPI: Set a monthly budget goal and track your real-time total spent and remaining balance.
- ๐ Markdown Daily Note Synchronization: Automatically appends new transactions under specific headers in your target Markdown journal note (e.g.,
### - SALUD,### - FINANZAS). - ๐ Ledger & History Filter: Filter expenses by Today, This Week, This Month, or All Time, with instant search by concept.
- ๐พ Data Ownership & Privacy: 100% offline and local. Your data stays in your vault.
- ๐ค CSV Export: One-click download of your expense history for external spreadsheets.
๐ Installation
Option 1: Community Plugins (Recommended)
- In Obsidian, open Settings โ Community Plugins.
- Turn on Community Plugins and click Browse.
- Search for Finances Daily.
- Click Install, then Enable.
Option 2: Manual Installation
- Download the latest release assets (
main.js,manifest.json,styles.css) from Releases. - Create a folder named
finances-dailyinside your vault's plugin directory:<your-vault>/.obsidian/plugins/finances-daily/ - Place
main.js,manifest.json, andstyles.cssinside that folder. - Reload Obsidian and enable Finances Daily under Community Plugins.
โจ๏ธ Commands
| Command | Action |
|---|---|
Open Expense Wheel | Opens the interactive Wheel of Life financial dashboard in a workspace leaf. |
Quick Add Expense | Opens a lightweight modal to quickly log an expense from anywhere. |
โ๏ธ Settings
- Currency Symbol: Customize your currency (
$,โฌ,ยฃ,Bs,MXN, etc.). - Monthly Budget: Set a target monthly spending limit.
- Sync with Markdown Note: Toggle automatic synchronization with a designated note in your vault (default:
DIARIO DE RUEDA.md). - Sync Note Path: Customize the vault path of your financial journal note.
- CSV Export: Export all historical transactions to a CSV file.
๐ก๏ธ License
Released under the MIT License. Built with excellence by Nelxson2099.
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