Getting Started

Track your income, expenses, and portfolio directly in Obsidian with simple CSV files and charts.

Create Your First Financial File

Two ways to create a CSV file:

Ribbon icon: Click the FinDoc icon in the left sidebar (creates file in vault root)
File menu: Right-click a folder → FinDoc: Create new CSV file (creates file in selected folder)

Name your file (e.g., finances.csv). The file opens with these columns:

Click in any cell to type. Here’s an example:

Category	Subcategory	Value	TimeStamp	Extra
Income	Salary	5000	2025-01-15	January
Expenses	Groceries	450	2025-01-16
Expenses	Gas	80	2025-01-18
Portfolio	AAPL	15000	2025-01-01	100 shares

Tips:

In any note, add this code block:

```findoc
filename: finances.csv
model: expenses
view: chart
title: My Monthly Expenses
```

Your expenses appear as a line chart.

Track monthly income vs expenses:

```findoc
filename: finances.csv
model: incomeVsExpenses
view: chart
```

Portfolio value over time:

```findoc
filename: finances.csv
model: portfolio
view: chart
```

Expense breakdown (pie chart):

```findoc
filename: finances.csv
model: expensesByCategory
view: pie
```

Get totals and stats in table format:

```findoc
filename: finances.csv
model: portfolioReport
view: table
```

Or text format:

```findoc
filename: finances.csv
model: expensesReport
view: report
```

Sort by date: Click “Sort by Date” button

Add row: Click “Add New Row” button (copies your last row as template)

Remove row: Click trash icon on any row

Move rows: Use up/down arrows

Undo changes: Click “Restore Backup”

Create separate CSV files for different purposes:

Reference a single file:

```findoc
filename: portfolio.csv
model: portfolio
view: chart
```

Combine multiple files in one chart:

```findoc
filename: expenses.csv, income.csv, mortgage.csv
model: incomeVsExpenses
view: chart
```

Files are merged before processing. Data is concatenated and sorted by timestamp.