https://github.com/bzimor/obsidian_hledger
Add transaction to hledger file or to daily note functionality using Templater on Obsidian
https://github.com/bzimor/obsidian_hledger
hledger obsidian-md templater
Last synced: about 1 month ago
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Add transaction to hledger file or to daily note functionality using Templater on Obsidian
- Host: GitHub
- URL: https://github.com/bzimor/obsidian_hledger
- Owner: bzimor
- Created: 2022-06-06T20:29:53.000Z (almost 3 years ago)
- Default Branch: main
- Last Pushed: 2022-06-13T12:08:40.000Z (almost 3 years ago)
- Last Synced: 2024-08-02T13:18:12.428Z (10 months ago)
- Topics: hledger, obsidian-md, templater
- Language: JavaScript
- Homepage:
- Size: 356 KB
- Stars: 20
- Watchers: 3
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.md
Awesome Lists containing this project
- awesome-hledger - obsidian_hledger - Add transactions using Obsidian. (Add/Edit Transactions)
- my-awesome-github-stars - bzimor/obsidian_hledger - Create and manage hledger entries directly in Obsidian Daily notes (TypeScript)
README
# Hledger Notes
An [Obsidian](https://obsidian.md) plugin for managing [hledger](https://hledger.org/) 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](https://hledger.org/1.42/hledger.html#account-types) 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:
[
](https://www.buymeacoffee.com/bzimor)