0.2.0
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 thefinance-recurringblock 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_dateshows sinking-fund math (set-aside per week, ahead/behind pace); a holiday is a goal with atrip_tag, dates, and currency. Legacyholiday_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 expenses —
split=Nandowed=Name:$Xin quick-add andobsidian://finance-capture; hand-editable#log/owed/<person>child lines; budgets count only your share;finance-splitsblock, sidebar card, and a Settle up command that logs the repayment as income and marks entries settled. - Trip mode — Start 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 $/day.
- Forecast —
finance-forecastprojects recurring income minus bills minus trailing-90-day discretionary spend (including goal set-asides) forward N months, with a "~$X by date" headline. - Net worth — Snapshot balances logs
- $5,230.00 #log/balance/anz-plusbullets into today's note;networth-dashboardrenders the balance trend. No extra files. - Query block —
finance-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).