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README.md

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:

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