Hledger Notes

An Obsidian plugin for managing hledger transactions within your vault.

Features

Transaction Management

• Create both regular and exchange transactions
• Fuzzy account name suggestions from your accounts file
• Automatic balance calculation for transaction entries
• Support for multiple currencies
• Shortcuts for entering amounts ('k' for thousands, 'm' for millions)

Daily Notes Integration

• Automatically detect dates from daily note filenames
• Organize transactions within daily notes using a dedicated section
• Configurable date format for daily notes
• Support for hierarchical date formats (e.g., YYYY-MM/YYYY-MM-DD)

Import/Export Functionality

• Export transactions from daily notes to hledger journal files
• Import transactions from journal files back to daily notes

Usage

Installation

1. Open Obsidian Settings → Community Plugins
2. Search for "Hledger", install and enable

Settings

• Create an accounts file to enable autosuggest feature for account names and set the path in plugin settings
• Set Daily notes folder path and date format for daily notes
• Set hledger folder path in your vault (used for importing and exporting tasks)
• Set up currencies, formats and placements for transactions

Adding Transactions

1. Use "$" icon or "Add hledger Entry" command
2. Select transaction type and enter details
3. Use 'k'/'m' shortcuts for large amounts (e.g., '5k' → 5,000, '2.5m' → 2,500,000)
4. Submit with button or Ctrl/Cmd+Enter

Exporting/Importing

• Use dedicated commands to transfer transactions between daily notes and journal files
• Select date range and specify file options
• Use keyboard shortcuts (Ctrl/Cmd+Enter) for quick execution

Support

Feel free to create Pull requests on this repo for fixes/improvement or you can support me by clicking the button below: