Obsidian Flat Financing Plugin

A simple Beancount integration for Obsidian, allowing you to manage your personal finances, track expenses, and view interactive dashboards directly within your vault.

Features

• Interactive Dashboard:
  • Summary View: View account balances filtered by Date, Type (Assets, Income, etc.), and specific Accounts.
  • Transactions View: List transaction details with powerful filtering.
  • Tabs: Easily switch between Summary and Transaction lists.
• Advanced Filtering:
  • Multi-select filters for Source Accounts (Credits) and Target Accounts (Debits).
  • Filter by Tags (e.g., #vacation).
  • Standard Date Range filters.
• Easy Data Entry:
  • Add Account: Create new accounts with opening balances.
  • Add Transaction: Quick entry modal with auto-completion for account names.
  • Auto-Creation: Automatically initializes new accounts found in transaction entries.
• Seamless Integration:
  • Works with your existing .beancount text files.
  • Updates in real-time.

Installation

1. Clone this repository into your vault's .obsidian/plugins/ directory.
2. Run npm install to install dependencies.
3. Run npm run build to compile the plugin.
4. Reload Obsidian and enable Obsidian Accounting in Community Plugins.

Usage

1. Configuration

Go to Settings > Obsidian Accounting:

• Beancount File Path: Enter the absolute path to your main .beancount file.
• Currency Symbol: Set your default currency (e.g., USD, EUR).

2. The Dashboard

Open the dashboard via the Ribbon icon (Graph) or the Command Palette (Accounting: Open Dashboard).

Summary Tab

• View start/end balances for all accounts.
• Filter by Account Type (Assets, Liabilities, etc.) or specific Account Names.

Transactions Tab

• View a detailed line-item list of transactions.
• Source Filter: See where money is coming from (e.g., filter Assets:Bank to see all payments made from the bank).
• Target Filter: See where money is going to (e.g., filter Expenses:Food to see all food purchases).
• Tag Filter: Search for transactions with specific tags like #reimbursable.

3. Adding Data

• Add Account: Use the command Accounting: Add Account to open a new account.
• Add Transaction: Use the Ribbon icon ("+" symbol) or command Accounting: Add Transaction.
  • Supports Description, Amount, Source/Target accounts, and Tags.

Development

• Build: npm run build
• Dev Mode (Auto-watch): npm run dev
• Unit Tests: This project uses a custom test runner for the Ledger logic.

  npx tsc tests/ledger.test.ts --esModuleInterop --resolveJsonModule --target ES6 --module commonjs
  node tests/ledger.test.js
  

License

MIT

About

This plugin was entirely generated by Google Gemini models (specifically the Antigravity agentic coding assistant) within Antigravity.

• Model: Google Gemini
• Editor: Antigravity