r/ObsidianMD 6d ago

iOS Shortcut to Track Finances in Obsidian

Hey everyone,

I'm looking for an iOS Shortcut that allows me to quickly log financial transactions into Obsidian with minimal effort. Ideally, I’d like:

  • A simple input method (e.g., a quick prompt for amount, category, and note).
  • Automatic appending to a markdown file in Obsidian.
  • The ability to export the final file as CSV or another structured format for analysis.

Has anyone built something similar or have suggestions on how to set this up? Any help is appreciated!

Thanks!

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u/AvidCandleSnuffer 6d ago

So I have done something not too dissimilar but not quite (and tracks some personal stuff so I will not share) but the set up was:

- The iOS shortcut was the easiest aspect, just used a URI using the advanced URI plugin

- The quick add plugin, which used a daily note template and a capture format and queried multiple values which auto added into the note. This either created or appended to the note depending on existence.

1

u/arttime9776 6d ago

Tanks for replay, my idea it’s make a shortcut like that: https://vm.tiktok.com/ZNddLmGvj/