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0.2.0

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@arangutambo arangutambo released this 16 Jul 09:43
· 15 commits to main since this release

Everything is still plain, hand-editable markdown — tagged bullets and frontmatter.

New

  • Recurring payments — tag a bill once with a cadence subtag (#log/spending/subscriptions/monthly/spotify) and the finance-recurring block shows upcoming and overdue bills (one-tap Log now) plus per-month/per-year totals. Optional auto-log on the due day.
  • Unified goals — savings goals and holiday budgets share one frontmatter schema. Any goal with target_amount + due_date shows sinking-fund math (set-aside per week, ahead/behind pace); a holiday is a goal with a trip_tag, dates, and currency. Legacy holiday_tag/savings_goal_* notes still parse.
  • Multiple holidays & archiving — save for several holidays at once (per-note active toggles in settings), and Archive finished holidays freezes each ended trip's savings steps and spending record (during and after the trip) into the note before moving it out of the active set.
  • Split expensessplit=N and owed=Name:$X in quick-add and obsidian://finance-capture; hand-editable #log/owed/<person> child lines; budgets count only your share; finance-splits block, sidebar card, and a Settle up command that logs the repayment as income and marks entries settled.
  • Trip modeStart trip / End trip; captures default to the trip tag and trip currency with conversion through the note's exchange rates; sidebar shows spent-today, trip budget remaining, and safe $/day.
  • Forecastfinance-forecast projects recurring income minus bills minus trailing-90-day discretionary spend (including goal set-asides) forward N months, with a "~$X by date" headline.
  • Net worthSnapshot balances logs - $5,230.00 #log/balance/anz-plus bullets into today's note; networth-dashboard renders the balance trend. No extra files.
  • Query blockfinance-query: filter by category/tag/merchant/date range, group by category/merchant/month, sum or count; views include ranked category tables with percentages, monthly income-vs-expense bars, and a cumulative balance line.
  • Hue-family colours — every chart gives each major category one hue with subcategory shades; pies and legends rank by group with nested subgroups.
  • Daily-note folder and date format auto-detected from the Journals or core Daily notes plugin.

Fixed

  • Child lines (merchant/note/owed) now attach only to their own parent bullet.

68 tests passing (npm test).