Auto Ledger

Auto Ledger turns local Markdown transaction logs into an offline finance dashboard in Obsidian.

It was built for shortcut-driven bookkeeping workflows: append one Markdown line per transaction, then open the dashboard to review monthly income, expenses, recent records, category rankings, member distribution, and items that need checking.

Privacy

• Reads only Markdown files inside your Obsidian vault.
• Does not connect to the network.
• Does not upload transaction data.
• Does not include telemetry.
• Does not read files outside your vault.
• Does not auto-update itself.

Install

After the plugin is available in the Obsidian Community directory:

1. Open Obsidian settings.
2. Go to Community plugins.
3. Search for Auto Ledger.
4. Install and enable the plugin.
5. Click the wallet icon in the left ribbon, or run Open automated bookkeeping from the command palette.

Configure

Open the plugin settings and set:

• Transaction folder: the vault-relative folder that contains your Markdown transaction logs.
• Dashboard title: the title shown inside the dashboard. The default is 甜菜自动化记账, and you can rename it.
• Month: use YYYY-MM, or leave it empty to use the current month.
• Low-confidence threshold: records below this value are shown in the review list.
• Auto open on startup: optionally open the dashboard when Obsidian starts.

Transaction format

Auto Ledger reads Dataview-style inline fields. A transaction can be any Markdown line that contains supported inline fields:

- [ ] [date:: 2026-07-05] [time:: 08:17] [direction:: 支出] [amount:: 1.00] [currency:: CNY] [account:: Family account] [category:: 交通出行] [name:: Charging order] [merchant:: Example merchant] [member:: BetaGifted] [verified:: true] [source:: shortcut] [note:: ] [confidence:: 0.95]

Supported fields:

date, time, direction, amount, currency, account, category, name, merchant, member, verified, source, note, confidence, from_account, to_account.

direction supports:

• 支出: expense.
• 收入: income.
• 转账: transfer. Transfers are listed and can be reviewed, but they are excluded from income and expense totals.

中文说明

Auto Ledger 是一个本地优先的 Obsidian 自动化记账看板。它读取仓库内已有 Markdown 流水，不联网、不上传、不写入示例数据。

第一版适合 iPhone 快捷指令、自动化脚本或手动追加的流水格式。你可以在设置里修改流水目录和看板名称。

Development

Run the local checks:

node --check main.js
node tests/test_plugin.js

Release assets for Obsidian must include:

• manifest.json
• main.js
• styles.css

License

MIT.