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Finances Pipeline

Lennart FriebelLennart Friebel22 downloads

Visual 4-stage Monthly Expense Pipeline (Income → Fixed → Semi-Fixed → What Is Left) backed by Markdown files in finances/YYYY/MM.

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Monthly Cashflow & Expense Pipeline plugin for Obsidian using Markdown files (finances/YYYY/MM/) as the database backend.

Features

  • 4-Stage Cashflow Pipeline:
    1. Income
    2. Fixed Spending (with ½ roommate 50/50 rent split calculator)
    3. Semi-Fixed Outgoing (solid category color wheels with always-red outer border showing the spent fraction)
    4. What Is Left (supports direct uncategorized minus expenses)
  • 3 View Modes:
    • ⚡ Quick & Left (Default on Mobile): Instant 1-tap category pills + quick expense entry + What Is Left for Semi-Fixed Outgoings.
    • 🎡 All Wheels ↓: Vertical single-column stack of all pipeline & category color wheels below each other.
    • 🖥 Pipeline (Default on Desktop): Full 4-column side-by-side cashflow pipeline.
  • Markdown Database Backend (finances/YYYY/MM/):
    • Stores monthly state and human-readable Markdown tables in finances/YYYY/MM/YYYY-MM-Overview.md and YYYY-MM-Expenses.md.
    • Automatically carries over recurring Income, Fixed Outgoings, and Semi-Fixed Category budgets when navigating to a new month.

Development

npm install
npm run build
HealthExcellent
ReviewSatisfactory
About
Manage monthly cashflow and expenses in Obsidian using Markdown files under finances/YYYY/MM/ as a human-readable database. Track a 4-stage pipeline—Income, Fixed Spending (50/50 roommate split), Semi-Fixed Outgoings with colored wheels showing spent fraction, and What Is Left—and choose Quick, All Wheels, or Pipeline views. Carry over recurring income and budgets to new months and store monthly overviews and expenses as Markdown tables.
FinanceTablesVisualization
Details
Current version
1.0.3
Last updated
4 days ago
Created
4 days ago
Updates
4 releases
Downloads
22
Compatible with
Obsidian 1.7.2+
Platforms
Desktop, Mobile
License
MIT
Report bugRequest featureReport plugin
Author
Lennart FriebelLennart Friebelyaloalo
GitHubyaloalo
  1. Community
  2. Plugins
  3. Finance
  4. Finances Pipeline

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