User Documentation

Everything you need to track your finances in Obsidian.

Getting Started

New to FinDoc? Start here:

1. Getting Started - Create your first financial file and charts
2. Charts and Reports - Common visualization examples
3. Model Reference - Complete list of all available models
4. CSV Editor Guide - Learn to edit your data efficiently
5. Settings - Customize categories and behavior

Common Tasks

Track monthly expenses:

filename: expenses.csv
model: expensesMonthly
view: chart

Compare income vs expenses:

filename: finances.csv
model: incomeVsExpenses
view: chart

View portfolio over time:

filename: portfolio.csv
model: portfolio
view: chart

Get a summary report:

filename: finances.csv
model: portfolioReport
view: table

Need More?

Developer Documentation for advanced customization and custom models.