FinDoc Plugin
Financial tracking for Obsidian using CSV and charts
Last updated: February 8, 2026
FinDoc Plugin
Track income, expenses, portfolio, and other financial data in Obsidian with simple CSV files and automatic charts.
What is FinDoc?
An Obsidian plugin that lets you:
- Edit financial data in CSV format
- Generate charts automatically (line, pie, radar)
- Create summary reports
- Track multiple financial categories
- Visualize your finances over time
Documentation
Choose your path:
For Users →
Track your personal finances without coding knowledge.
Topics:
- Create and edit financial files
- Display charts in your notes
- Available chart types
- Customize categories and settings
For Developers →
Extend the plugin, create custom models, or understand the internals.
Topics:
- Plugin architecture
- TypeScript API reference
- Custom model creation
- Data processing pipeline
- Performance optimization
Quick Example
Create a file:
Click the FinDoc ribbon icon to create finances.csv
Add data:
| Category | Subcategory | Value | TimeStamp | Extra |
|---|---|---|---|---|
| Income | Salary | 5000 | 2025-01-15 | |
| Expenses | Rent | 1500 | 2025-01-15 |
Show chart in any note:
```findoc
filename: finances.csv
model: incomeVsExpenses
view: chart
```
Features
- CSV Editor: Dropdown categories, autocomplete, math expressions
- 30+ Charts: Pre-built models for common financial tracking
- Reports: Table and text summaries
- Categories: Portfolio, Income, Expenses, Mortgage, Dividends, Debt, Loans
- Mobile Support: Works on desktop and mobile
- Performance: Handles large datasets with lazy loading