tgrosinger/ledger-obsidian

Plain text accounting in Obsidian.md

ledger-obsidian's Issues

Action handler for saving to ledger

This would allow making a shortcut on mobile home screens to save a transaction.

Income transactions do not filter to the correct accounts

Uses the expense accounts but should use the income accounts.

Dashboard compatibility in obsidian mobile (Android specifically)!

Is your feature request related to a problem? Please describe.
A clear and concise description of what the problem is. Ex. I'm always frustrated when [...]

Describe the solution you'd like
A clear and concise description of what you want to happen.

Describe alternatives you've considered
A clear and concise description of any alternative solutions or features you've considered.

Additional context
Add any other context or screenshots about the feature request here.

Show warning when adding a transaction to file not ending in .ledger

In order for the ledger dashboard view to work the ledger file must end in the .ledger extension. We should show a warning to users if they have not changed their ledger file in the settings yet.

Additionally, this warning should tell the users they will need to enable syncing of "other files" if they use Obsidian Sync.

a white modal window appears

Hello
Can't figure out your plugin
After clicking on the panel

a white modal window appears

what am I doing wrong?

version Ledger 0.0.6
version Obsidian 0.12.3

my settings

p/s/

in console

Thanks for the plugin

Is your feature request related to a problem? Please describe.
A clear and concise description of what the problem is. Ex. I'm always frustrated when [...]

Describe the solution you'd like
A clear and concise description of what you want to happen.

Describe alternatives you've considered
A clear and concise description of any alternative solutions or features you've considered.

Additional context
Add any other context or screenshots about the feature request here.

Add command to open ledger file

This should be a command-palette command. If the ledger file configured in the settings does not yet exist, it should be created. When creating the file, the aliases configured in the settings should be added to the top of the file.

Request to add ₽ (ruble) to currencies list

I apologize in advance if I have broken any rules, this is the first time I am trying to add something to an open source project!

#47

Support for Stocks

Is your feature request related to a problem? Please describe.
Hey! 👋

Am I correct that adding stocks is currently not supported?
At least issuing this

    Assets:Investments:401K:Deferred         100.0000 VIFSX @ $80.5227
    Assets:Investments:401K:Matching          50.0000 VIFSX @ $83.7015
    Assets:Investments:IRA                   250.0000 VTHRX @ $20.5324

results in this

Would be nice to have this, do you accept PRs?

Add button doesn't work

The "Add to Ledger" doesn't open the dialog box for me, neither from the ribbon nor the command palette. I thought it might be a conflict with some other plugins, but disabling them all didn't change anything. The context of the default ledger file is intact as well. I'm using Obsidian Desktop App v0.15.9 with Ledger v0.3.1

Any ideas?

---

Update #1: I could access the DevTools and found this error in the log console:

Uncaught (in promise) Error: File already exists.

Transfer amounts are backwards

When specifying a From and To account for a transfer, the dollar amounts are backwards.

Auto populate suggestions - search middle of account name

When you type text in the Payee, Expense Category, Asset Category fields, you now need to type from the beginning for the auto-populate suggestions to work. Previously, I could search from the middle of the string - e.g. type "Subscription" and it would suggest "Expenses:Entertainment:Subscription" - which is preferable, especially on mobile. Can this be incorporated into the new build?

Also, when you start typing an account name - e.g. Expenses:Entertainment:Subscription - you do not seem able to use the down arrow to select the correct account.

Clone transaction button

In the list of transactions, add a small icon to clone this transaction. Clicking the button should open the Add Transaction window with the transaction details filled in. It should default to today's date, but otherwise mirror the transaction being cloned.

Parser lacks Unicode support

As reported by @BigbadHort in this issue, the parser does not currently support non-ascii characters.

Additionally the Р symbol (which I think is not actually uppercase p) needs to be added as a currency symbol.

Hledger compatibility

Hey Tony,

Thank you so much for making this. I use hledger. I haven't been keeping track of things much latetly, but I have high hopes that this is the plugin that's gonna help me be more diligent with my hledger.

One question, is this plugin compatible with the format of hledger and not just ledger?

Thanks a lot!

Support for three letter currency codes and commodities

Original ledger.cli protocol supports any number of currencies and commodities.
The obsidian plugin returns a parsing error when a transaction is included where the amounts are not preceeded by one of the major currency symbols. Support for currency codes would be valuable for those of us operating in currencies without a symbol (Czech Crowns, CZK for example) and those who want to keep track of their stock and other commodities.

Button to show all transactions for selected accounts

This button would not affect the rendered chart or the selected time period. It would just be a way to find a transaction when you don't know exactly when it occured.

Live refresh issue

The changes applied to the accounts are not shown in the dashboard unless I close & re-open the ledger file. I'm using Obsidian Desktop App v0.15.9 with Ledger v0.3.1

Turn this into calculating cookbook

I am looking for a smart way to deal with recipes. Smart meaning: being able to alter an existig recipe to reflect the amount of people being cooked for in the list of needed ingredients.

Describe the solution you'd like
I would love this plugin to be tuned to become something like this. I think it is ideally suited: the categories on the left make for a nice way of sorting a recipe collection.
And there should be an intelligent way of parisg popular recipe sites for quickly adding lists people like.

Describe alternatives you've considered
None. Seeing that you may be planning to sell ledger once feature complete, I can say: I am sure there would also be a market for a recipes plugin as a LOT of people are cooking.

From Command Pallette

Thanks for the great plugin

Right now I can only activate the command "Add to Ledger" from the side ribbon

However I use the Hider plugin to remove this side-ribbon since I prefere removing it for aestethic pruposes.

What I'd love it be able to activate "Add to Leader" from the command pallete which would allow us to use a shortcut as well.

Thanks

Possibility to use different ledger files

Is your feature request related to a problem? Please describe.
I manage different accounting systems - one for my private needs, several others for work-related projects in different companys.
While i can do it with the command-line version of ledger(as its just a different file in the end) - i would love to be able to have different ledger-files useable in Obsidian.

Describe the solution you'd like
I would like to be able to easy choose wich source-ledger-file to work on, from within the UI of the Ledger-Page (overview).
If that is not possible, a command (together with a simple ui like a dropdownlist of available ledger-files would also work.

Also: it would be nice to see the actual file-name in the overview ui - (currently there is written Ledger, if i switch to markdown view it changes to the actual filename)

Describe alternatives you've considered
Currently i dont see a real workaround, beside managing all those accountings in one file, wich is messy and dont seperate my private from my business work.
Edit: another (messy) workaround is changing the ledger-file in the settings to switch between different ones. This works, but is not really convenient - it seems the plugin is not really considering that the file name might switch, so i have to restart obsidian to have it take effect.

Remember Dashboard Settings

Is your feature request related to a problem? Please describe.
It is annoying that every time the Dashboard is closed and reopened it forgets the most recent view it was in, it doesn't remember the date span, what Assets, Expenses and Income views were selected, or if it was set to Daily, Weekly or Monthly view.
Currently the Dashboard always opens to Weekly view, with a span showing the last 2 months.

Describe the solution you'd like
It would be great if the Dashboard would remember what the most recent settings were, and restore these upon reopening it.
Alternatively, if this isn't feasible, it would be also great to be able to select the default view the Dashboard should open to. For example so that I could set it to be in Daily view, with a span of the last month.

Wikilink to attachment containing receipt images

It would be awesome to be able to add a link to a scan/photo of a receipt for a given ledger entry. That way one can keep a record along with the proof of the transaction.
Right now I have to either do this manually and it takes a considerable amount of effort to do in post.

Display current account balance

Currently it's close to impossible to get a precise number for an account balance, you can only estimate it based on the graph view. It would be great to be able to get an exact number. This would also make it easier to compare it with your actual online banking account balance, and notice if you've forgotten to add any entries.

Does not work if folder has spaces in it

I have my settings like this

But when I open Ledger it is blank

In dark mode, calendar button very difficult to see.

Often run computer at non-max brightness and the icon is very difficult to see.

Describe the solution you'd like

Either different buttons for dark/light mode, or maybe a color like red that works with both.

Improve error message to user when there is a problematic transaction

Show the line number and first line of the problematic transaction in a notification.

"Amounts add up to $-0.00 but must add up to $0"

Describe the bug
Getting error in title when I submit a transfer of assets between my accounts.

To Reproduce
Steps to reproduce the behavior:

1. Go to Transfer.
2. Enter transaction data, see below.
3. See error when trying to submit transaction to Ledger.

Expected behavior
A clear and concise description of what you expected to happen.

Ledger should allow me to submit this transaction.

Screenshots
If applicable, add screenshots to help explain your problem.

Desktop (please complete the following information):

• OS: MacOS
• Obsidian Version: v0.14.15
• Ledger Version: 0.3.1

Additional context
Add any other context about the problem here.

Request to add Vietnam Dong ₫ currency symbol to supported list

Is your feature request related to a problem? Please describe.
I would like to have Vietnam Dong ₫ symbol supported
Thanks

Show table of total from accounts plotted

It would be nice to have a table below the current one showing the total of the expense accounts (for example).

At the moment you can only compare expense accounts from the graph, but it is enough to have an outsized expense (e.g. I bought a computer, which compared to other expenses is much higher) and it is difficult to get an idea from the graph.

In the table of the total it would be convenient to also have the percentages for each account compared to the total of the plotted period.

Perhaps, as an advanced feature, one could think of the possibility of setting targets not to be exceeded. In the total table, one could keep track of the progression of accounts towards these goals (less than x$...)

Add Digits of Graph y-axis Values

In the case of won users, there is a problem that the y-axis value is cut due to the large number of digits. How can I solve this?

change currency symbol from $ to

Describe the bug
A clear and concise description of what the bug is.
change currency symbol from $ to ￥ causing parsing error on ledger dashboard

To Reproduce
Steps to reproduce the behavior:

1. Go to ledger plugin setting
   

2. Click on the currency symbol

3. change $ to ￥

4. ctrl + p add a ledger entry and goto ledger dashboard

5. See error

Expected behavior
A clear and concise description of what you expected to happen.

Screenshots
If applicable, add screenshots to help explain your problem.

Desktop (please complete the following information):

• OS:windows
• Obsidian Version: [e.g. v0.13.23] (Settings → About → Current Version)
• Ledger Version: [e.g. 0.3.0] (Settings → Third-party plugin → Scroll to Ledger)

Additional context
Add any other context about the problem here.

Cannot handle transaction with zero balance

If a transaction has more than one line with a 0 balance it will incorrectly assume this line should be filled based on the other transaction lines. Must distinguish between an explicit 0 and an absent value.

Parse error on ~ Monthly and aliases

Describe the bug
I use ledger-cli and came across this plugin. When using it, I noticed it cannot parse my ledger file/

To Reproduce
Steps to reproduce the behavior:

1. Create a ledger file with stated text below
2. Run the plugin on the ledger
3. There be parse errors
4. While ledger-cli works

Expected behavior
If this is a rewrite of ledger-cli, maybe skip the Monthly? Aliases are a must though. They should be supported even in text expansion. When I type b:Shopping it should understand I mean Household:Budget:Shopping (for example). And maybe present the aliases as valid autocomplete after scraping the ledger file, as it "seen" the entry before it can autocomplete the to / from fields with them.

Additional context
This does not parse;

; =========================================
; =   BUDGET 2022
; =========================================

alias a=Budget:Auto
alias b=Budget
alias u=Budget
alias chk=Accounts:Household
alias r=Accounts
alias w=Budget:Living
alias z=Budget:Pocket Money
alias s=Reserve

~ Monthly
    Budget:Shopping			$-xxx.00
    Budget:Care			$-xxx.00
    Budget:Clothes				$-xxx.00
    Budget:Pets			$-xxx.00

Default transaction amount of 0 is annoying

When creating a new transaction, the "0" in the amount must be cleared before entering a new amount. This is very annoying, especially on mobile.

cant save ledger ios autocomplete

Please allow autocomplete to be discarded as it blocks the save button

• open ledger
• input
• last input is creditcard but autocomplete drops two unrelated "amazon and asn in my case" options which will only disappear if i select either one of them before the save button becomes unblocked in the ios view

cheers,

Jasper

Weird flickering when opening `.ledger` dashboard

Describe the bug
When open for the first time the .ledger dashboard

To Reproduce

1. Press CMD+P
2. Select Ledger: Open Ledger Dashboard
3. Open it
4. See the flickering

Expected behavior
Should avoid flickering when opening.

Screenshots

Desktop (please complete the following information):

• OS: macOS Ventura v13.4.0
• Obsidian Version: v1.3.5
• Ledger Version: v0.3.2

Add suport for export to .csv

Is your feature request related to a problem? Please describe.
First of all, thanks for the plugin recently I've been using it instead of GNU Cash and it fulfills enough functionality to start having your accounts inside Obsidian. However, I am having a hard time trying to use the data entered in obsidian to a .csv format so I can create other types of charts.

Describe the solution you'd like
I would like to be able to export Ledger data to .csv format.

Describe alternatives you've considered
I have tried transcoding the data manually but this makes the pluggin unusable to fully migrate and actually increases the work I have to do to get and manipulate the information.

Switching chart views takes too long

It can sometimes take several seconds to switch from the Account Balance chart to the Profit and Loss chart. This should be almost instantaneous.

Income transaction does not allow putting money into an expense account

I have not yet decided if this should be supported, but I did just encounter a case where I wanted to put money back into an expense account and had to use an expense transaction with a negative value to represent it.

Graph Legends Don't Match Theme

When using some themes, such as "Primary" or "California Coast", the legends of the graph don't seem to use the correct text color, they always stay white.
Below is an example with the screenshot taken in the "Primary" theme.

To Reproduce

1. Open the ledger dashboard
2. Install a theme

Expected behavior
The legend should use the default css color defined by the theme as it's main text color.

Screenshots

Multilingual support

opening on iOS deleted my ledger file

Describe the bug
So far I only used your plugin on MacOS. Today I wanted to add an expense on iOS (synced via iCloud). Instead it replaced all content in my ledger file with the new file „starting balance“, „Chase Bank“ etc. All my data was lost (luckily I had a backup).

To Reproduce

1. I viewed a different file on iOS.
2. I clicked on the Add to Ledger button.

Expected behavior
A list of former payees shown (instead it was just Starting Balance and indeed checking the file showed all my data was deleted).

Desktop (please complete the following information):

• OS: iOS 15.1
• Obsidian Version: 1.0.5
• Ledger Version: 0.3.0

Support for comments and cleared flag *

Would it be possible to incorporate an optional comment box, and also the ability to asterisk journals that have already cleared to the bank?

Allow Obsidian links in transaction reference

To make the most of being in Obsidian it would be ace if transaction references could contain normal Obsidian links. It would also be ace if Obsidian notes could link to accounts and transactions.

Endless tutorial regardless of which button in the dashboard I click on.

Endless tutorial pop-ups, despite closing all of them. Any button within the interface I press triggers a fresh tutorial pop-up. Also unable to access the "open in Markdown" button for some reason. On the latest version (0.3.1) of Ledger running the latest version of Obsidian.

Add tooltips to accounts in transaction list

If there is a comment on an expense line, add it as a tooltip on the account in the transaction list. If there is a comment elsewhere in the transaction, add it as a tooltip on the Payee.

Amounts add up to $0.00 but must add up to $0

System: macOS
Obsidian version: 1.3.0
Plugin version: 0.3.2

reorder TAB button order for quicker entry

Obsidian shines because it's very keyboard-friendly. It'd be great if the buttons of the "add to ledger" dialogue could be ordered for faster entry via the TAB key (without using the mouse). In more detail:

first UI page "Add to ledger"

• when starting "Add to ledger" have the text cursor blinking in "total amount" already
• (if possible) make the date selection not three tabs long (day-month-year) but one (so one TAB goes straight to Payee)

second UI page

• again, have the cursor blinking in the expanse account already
• next TAB should lead straight to Asset account (right now it goes first to the pre-filled amount; in most cases that entry won't be edited)
• next TAB after Asset account should lead straight to the Submit button (right now you get to "split" first -- probably not used in most cases -- and then to Back which also won't be as appropriate most of the time)

That said, I do enjoy the new split functionality. It's just that right now adding a new entry makes me needlessly use the mouse twice (instead of not at all) and 37% of all TABs (3 out of 8) are skipping.

Thank you very much for your work on this plugin!

Suggestions overflow available space

When there are too many text suggestions they will overflow the bounding box for the text box suggestions window and cover the whole screen. Instead, suggestions should scroll within the allowed space.