Hledger for Obsidian

Parse a configured hledger journal file (.journal / .ledger) from your vault and view it as a native dashboard with interactive charts.

Features

• Reads a single configured journal file; include directives are resolved recursively.
• Dedicated dashboard view (ribbon icon + "Open dashboard" command).
• Summary cards: net worth, income, expenses, savings.
• Interactive charts (Chart.js, themed to your Obsidian theme):
  • Net worth over time
  • Income vs expenses (monthly)
  • Expenses by category
  • Account balances + recent transactions
• Period filter (month / 12 months / year / all), commodity selector, account filter, and a status filter (cleared / pending / unmarked).
• Cash-flow waterfall: opening balance → income → expenses by category → closing balance.
• Drill-down: select a category slice or a balance bar to scope the dashboard to it.
• Compare tab: current period vs the previous comparable one, per category, with deltas.
• Reconciliation: select the status dot on any transaction to cycle unmarked → pending (!) → cleared (*); the change is written back to the journal.
• New-entry dialog with smart autocomplete (suggests the account/source/amount from a similar past transaction).
• Account classification configurable for English or Portuguese account names.

Screenshots

Setup

1. Enable the plugin.
2. In Settings → Hledger, set Journal file path to your main file (e.g. finance/main.journal). An absolute path outside the vault also works (e.g. ~/finance/main.journal or C:/ledger/main.journal) — desktop only, since mobile apps cannot reach files outside the vault.
3. Open the dashboard via the wallet ribbon icon or the command palette.

Notes

• Currency conversion is not performed; pick a commodity to view.
• Number formats (1,234.56, 1.234,56, 240,50) are detected heuristically.

Embedding reports in notes

Drop an hledger code block into any note to render a mini-report inline:

```hledger
type: expenses
period: month
commodity: BRL
account: expenses:food
```

Keys (all optional): type (summary, expenses, income, balances, networth, monthly), period (month, 12months, year, all), commodity, account, status (all, cleared, pending, unmarked), and title.

Development

• npm run dev — watch build
• npm run build — production build
• npm test — run unit tests (Vitest)