Caishen - Budget Tracker

pending

by Jakub Malinowski

Intuitive budget management and expense tracking. Add transactions via forms, track spending by category, and view dashboards.

Updated 2mo agoMITDiscovered via Obsidian Unofficial Plugins
View on GitHub

Caishen - Budget Tracker

Caishen (God of Wealth) is a modern, privacy-focused budget management plugin for Obsidian. It helps you track your expenses, income, and savings goals directly within your vault, featuring a stunning "Vibrant Glass" dashboard.

Dashboard Preview (Note: Add a screenshot of your dashboard here)

✨ Features & Visual Tour

📊 Comprehensive Dashboard

Get a complete overview of your finances at a glance. Track income, expenses, and balance in real-time. Dashboard Overview

💸 Easy Transaction Entry

Quickly add income and expenses with intuitive forms. Support for recurring transactions included.

📈 Deep Analytics

Analyze spending trends over time and compare monthly performance. Analytics

🧩 Smart Categorization

Visualize your spending by category to see exactly where your money goes. Category Breakdown

🎯 Savings Goals

Set financial targets and track your progress towards them. Savings Goals

📝 Transaction History

View and manage your recent activity in a clean, list format. Transactions

⚙️ Configuration

Customize categories, currency, and language settings to fit your needs.

🚀 How to Use

Opening the Dashboard

  1. Click the Ribbon Icon (Money Bag 💰) on the left sidebar.
  2. Or open the Command Palette (Ctrl/Cmd + P) and search for "Open Budget Dashboard".

Adding Transactions

  • Click the + Add Expense or + Add Income buttons on the dashboard.
  • Fill in the amount, category, and optional details.
  • Use the Recurring toggle if this is a repeating payment (e.g., subscription, rent).

Managing Categories

  • Go to Settings > Categories to manage your structure.
  • Drag and drop to reorder or nest categories (if supported in future updates) or use the tree view to organize.

Data & Analytics

  • The specific Analytics tab provides yearly overviews and deeper insights into your spending habits.
  • Savings Rate is automatically calculated based on your income vs. expenses.

⚙️ Settings

  • Currency: Set your preferred currency symbol (e.g., $, €, PLN).
  • Language: Switch between English and Polish.
  • Notifications: Configure when to be alerted about upcoming recurring transactions.

📥 Installation

From Community Plugins

  1. Open Obsidian functionality Settings > Community plugins.
  2. Turn off "Restricted mode".
  3. Click Browse and search for "Caishen Budget Tracker".
  4. Click Install and then Enable.

Manual Installation

  1. Download the main.js, manifest.json, and styles.css from the latest Release.
  2. Create a folder named caishen-budget-tracker in your vault's .obsidian/plugins/ directory.
  3. Put the downloaded files into that folder.
  4. Reload Obsidian and enable the plugin.

🤝 Support & Contributing

If you find a bug or have a feature request, please open an issue on GitHub.

� License

MIT License. See LICENSE for more information.

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