Parse a configured hledger journal file (.journal / .ledger)
from your vault and view it as a native dashboard with interactive charts.
- Reads a single configured journal file;
includedirectives 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.
- Enable the plugin.
- In Settings → Hledger, set Journal file path to your main file
(e.g.
finance/main.journal). - Open the dashboard via the wallet ribbon icon or the command palette.
- Currency conversion is not performed; pick a commodity to view.
- Number formats (
1,234.56,1.234,56,240,50) are detected heuristically.
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.
npm run dev— watch buildnpm run build— production buildnpm test— run unit tests (Vitest)