Planner Boards

A universal interactive planner constructor for Obsidian. The daily planner is the core unit; weekly, monthly, and yearly views are dynamic aggregators. Beautiful planner tables with formulas, checkboxes, progress bars, and automatic synchronization.

---

📦 Installation

1. Copy three files into your vault:

   <vault>/.obsidian/plugins/planner-boards/
   ├── main.js
   ├── styles.css
   └── manifest.json
   

2. Settings → Community plugins → enable Planner Boards
3. A 📋 icon will appear in the left ribbon

---

🏗️ Architecture

Hub (main page)

The 📋 icon in the ribbon opens the Hub — a single entry point:

Widget	Description
📅 Calendar	Full month view with ← Today → navigation. Colored dots: 🟢 daily planner exists, 🟠 finance entry exists, 🔵 ICS events. Click a day → opens the board at that date
📊 Week	Mon–Sun table: tasks (3/5), habits (2/4), income, expenses, balance. Summary row. Quick overview of today's tasks and habits
📋 Boards	Cards for all boards with show-on-main: true. Click → open board

Data is aggregated from all visible boards — if you have multiple boards, the hub shows the combined picture.

Board

Each board is a .planner-board file in a folder. It contains 5 independent modes + settings:

Mode	Navigation	Daily files	Description
📅 Planner	Year → Month → Week → Day	✅	Tasks, habits, schedule, wellness, notes. Dashboards at every level
💰 Finance	Year → Month → Week → Day	✅	Income, expenses (fixed/variable), debts, savings. Dashboards with totals
🎯 Goals	Year → Quarter → Month	—	Goal tracker with statuses and progress
🚀 Projects	Year → Quarter → Month	—	Project tasks with priorities, assignees, and deadlines
📖 Reading	Year → Quarter → Month	—	Books, articles, courses — rating, status, notes
⚙️ Settings	—	—	General, dictionaries, templates

Navigation hierarchy

Year 2026
├── January
│   ├── Week 30.12 — 05.01
│   │   ├── 2026-01-01 (planner + finance)
│   │   ├── 2026-01-02
│   │   └── ...
│   └── Week 06.01 — 12.01
│       └── ...
├── February
│   └── ...
└── ...

• Year / Month / Week — dynamic dashboards that aggregate data from daily files
• Day — a daily file (.planner), created manually and filled with data

---

📅 Planner — detailed

Daily planner

Created via the board calendar or the "+ Create day" button. File is saved to:

<board folder>/daily-planner/January 2026/2026-01-15.planner

Contains the following sections:

Section	Description
Weekly tasks	Shared tasks with priorities (carried over within the week)
Daily tasks	Tasks with priorities and checkboxes
Habits	Habit checkboxes (configured via templates)
Schedule	Time slots (08:00, 09:00, …)
Wellness	Ratings: mood, energy, sleep, water
Workouts	Type, duration, intensity
Notes	Free-form text

Dashboards (weekly, monthly, yearly)

Automatically aggregate data from daily files:

• Task and habit completion percentage
• Expense / income totals
• Day heat map
• Average wellness scores

---

💰 Finance — detailed

Daily finance

File: <board folder>/daily-finance/January 2026/2026-01-15.planner

Section	Description
Income	Category, amount, description
Fixed expenses	Rent, utilities, subscriptions
Variable expenses	Groceries, transport, entertainment
Debts	Creditor, payment, status
Savings	Goal, amount

Records are added via a modal dialog (buttons in section headers).

Finance dashboards

• Weekly: income/expense table by day, totals
• Monthly: summary by week, balance
• Yearly: summary by month, overall trends

---

🎯 Goals / 🚀 Projects / 📖 Reading

These modes operate at the Year → Quarter → Month level (no daily files).

Mode	Columns	Actions
Goals	Goal, category, status, progress, deadline	Add / remove via modal
Projects	Task, status, priority, assignee, progress, deadline	Add / remove via modal
Reading	Title, author, type, status, rating, notes	Add / remove via modal

Dashboards collect statistics: goals achieved, tasks completed, books read.

---

⚙️ Board settings

Opened via the ⚙️ button in the board header. Three tabs:

General

• Folders for templates (daily-planner, daily-finance, goal-tracker, …)
• File naming format

Dictionaries

Dynamic value lists for dropdown fields, grouped by mode:

Group	Dictionaries
Planner	Categories, priorities (weekly and daily)
Finance	Fixed expenses, variable expenses
Goals	Statuses, categories
Projects	Statuses, priorities
Reading	Statuses

Dictionary changes apply to new files only — existing files are not affected.

Templates

Full editable template previews. You can:

• Pre-fill the habit table
• Set up a creditor list for finance
• Define default project tasks

The default template is inserted when creating a new daily file.

---

📅 Online calendar sync (ICS)

The plugin can read ICS feeds (Google Calendar, iCloud, Outlook):

1. Plugin settings → "Calendars" section → add an ICS URL
2. Assign a color and name for each source
3. Events auto-refresh (every 30 min by default)

In the hub, ICS events appear as:

• 🔵 dots on calendar days
• "Today" / "Tomorrow" lists below the calendar

---

📁 File structure

My Planner/
├── Planner Board.planner-board      ← board file (settings, dictionaries)
├── daily-planner/
│   ├── January 2026/
│   │   ├── 2026-01-01.planner
│   │   ├── 2026-01-02.planner
│   │   └── ...
│   └── February 2026/
│       └── ...
├── daily-finance/
│   ├── January 2026/
│   │   └── 2026-01-01.planner
│   └── ...
├── goals/
│   └── 2026.planner
├── projects/
│   └── 2026.planner
└── reading/
    └── 2026.planner

---

🎨 Themes

Select the default theme in plugin settings:

Theme	Description
default	Standard Obsidian theme
soft	Soft pastel tones
dark	Dark high-contrast
minimal	Minimalist

---

🌐 Localization

The plugin is fully translated into Russian and English. Language is selected in plugin settings.

---

🔧 For developers

Building

npm install
npm run build    # → main.js
npm run dev      # → watch mode

Testing

npm test         # run unit tests
npm run build    # production build
npm run dev      # watch mode

Templates

Templates are TypeScript functions in src/templates/. Each template takes a YAML schema and returns an extended schema with sections and columns.

Available templates:

Key	File	Used in
daily-planner	daily-planner.ts	Planner (day)
daily-finance	daily-finance.ts	Finance (day)
finance-planner	finance-planner.ts	Finance (month)
goal-tracker	goal-tracker.ts	Goals
project-tracker	project-tracker.ts	Projects
reading-log	reading-log.ts	Reading

Code architecture

File	Description
src/main.ts	Plugin entry point, commands, ribbon, view registration
src/planner-view.ts	Hub / Dashboard — main page with calendar and aggregator
src/single-planner-view.ts	BoardView — main view for .planner-board files (all 5 modes + settings)
src/settings.ts	Plugin settings (theme, language, currency, ICS calendars)
src/i18n.ts	Russian and English localization
src/calendar/	ICS sync, parser, cache
src/templates/	Template generators
src/parser/	YAML schema parser
src/engine/	Table rendering engine
src/renderers/	Cell renderers (checkbox, progress bar, multi-select, …)

---

📄 License

MIT

---

🇷🇺 Полностью поддерживает русский язык. Выберите язык в настройках плагина.