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Snapshot View

The Snapshot View is a persistent sidebar widget designed to give you "at a glance" financial awareness while you work in your notes.

👁 Features​

Key Metrics​

Displays high-level financial indicators extracted directly from your ledger:

  • Net Worth: Your total wealth (Assets - Liabilities) in your Operating Currency
  • Income (Month): Total income accrued for the current month
  • Expenses (Month): Total expenses incurred this month
  • All Values: Displayed in your configured Operating Currency with proper formatting

Recent Transactions​

Shows a compact list of your most recent transactions (default: last 5-10 entries):

  • Date and Payee for quick identification
  • Amount with proper currency display
  • Click to View: Clicking a transaction opens the full Unified Dashboard for details

Quick Actions​

Convenient buttons for common operations:

  • Add Transaction: Opens the Unified Transaction Modal
  • Refresh: Reloads data from your Beancount file
  • Open Dashboard: Opens the full Unified Dashboard view

Usage Tips​

When to Use​

  • Daily Note Taking: Keep it open while journaling to reference your finances
  • Quick Checks: Glance at net worth without opening the full dashboard
  • Context Switching: Maintain financial awareness while working on other tasks

Customization​

The Snapshot View respects your plugin settings:

  • Operating Currency: Displays all values in your configured currency
  • Date Format: Uses your system's locale for date display
  • Backup Settings: Changes made via quick actions follow backup preferences

Placement Options​

Access the Snapshot View via:

  • Command: Ctrl/Cmd + P → "Open Beancount Snapshot"
  • Ribbon: (if enabled) Click the Beancount icon
  • Right Sidebar: Drag and position the view as needed in Obsidian's layout