Finances Daily

Finances Daily is a native Obsidian extension designed under the Wheel of Life (Rueda de la Vida) personal development framework. Rather than tracking money as dry, isolated numbers, it organizes your expenses across the 8 fundamental dimensions of human flourishing:

1. 🩺 Health & Vitality (Salud) — Physical well-being, nutrition, medicine, gym, wellness.
2. 🎮 Leisure & Recreation (Ocio) — Entertainment, gaming, movies, outings, hobbies.
3. 🧠 Personal Growth (Desarrollo Personal) — Books, courses, learning, mental fitness.
4. 💼 Profession & Career (Profesión) — Work tools, software, equipment, professional gear.
5. ❤️ Love & Romance (Amor) — Dates, partner gifts, relationship experiences.
6. 👥 Friends & Social (Amigos) — Gatherings, celebrations, shared dinners.
7. 🏡 Family & Home (Familia) — Household essentials, home improvements, family support.
8. 💰 Finances & Wealth (Finanzas) — Savings, investments, asset building, financial reserves.

✨ Features

• 🎡 Interactive Dynamic SVG Wheel: Visual breakdown of your expenses across all 8 life areas with instant hover inspection and slice percentages.
• ⚡ Quick Expense Capture: Fast input form with amount, description, category selector, and custom date/time.
• 🎯 Monthly Budget & Balance KPI: Set a monthly budget goal and track your real-time total spent and remaining balance.
• 📝 Markdown Daily Note Synchronization: Automatically appends new transactions under specific headers in your target Markdown journal note (e.g., ### - SALUD, ### - FINANZAS).
• 📊 Ledger & History Filter: Filter expenses by Today, This Week, This Month, or All Time, with instant search by concept.
• 💾 Data Ownership & Privacy: 100% offline and local. Your data stays in your vault.
• 📤 CSV Export: One-click download of your expense history for external spreadsheets.

🚀 Installation

Option 1: Community Plugins (Recommended)

1. In Obsidian, open Settings → Community Plugins.
2. Turn on Community Plugins and click Browse.
3. Search for Finances Daily.
4. Click Install, then Enable.

Option 2: Manual Installation

1. Download the latest release assets (main.js, manifest.json, styles.css) from Releases.
2. Create a folder named finances-daily inside your vault's plugin directory: <your-vault>/.obsidian/plugins/finances-daily/
3. Place main.js, manifest.json, and styles.css inside that folder.
4. Reload Obsidian and enable Finances Daily under Community Plugins.

⌨️ Commands

⚙️ Settings

• Currency Symbol: Customize your currency ($, €, £, Bs, MXN, etc.).
• Monthly Budget: Set a target monthly spending limit.
• Sync with Markdown Note: Toggle automatic synchronization with a designated note in your vault (default: DIARIO DE RUEDA.md).
• Sync Note Path: Customize the vault path of your financial journal note.
• CSV Export: Export all historical transactions to a CSV file.

🛡️ License

Released under the MIT License. Built with excellence by Nelxson2099.