VaultStarter Template

Personal Finance Vault

An Obsidian vault template for tracking personal finances. Includes monthly budget notes, expense logging templates, net worth dashboards powered by Dataview, and annual review workflows.

by Pamela WangUse Case
productivityfinanceorganizationdashboardjournalplanning

Overview

An Obsidian vault template for tracking personal finances. Includes monthly budget notes, expense logging templates, net worth dashboards powered by Dataview, and annual review workflows.

How to Install Personal Finance Vault

  1. 1Download the ZIP or clone the repository to your computer.
  2. 2In Obsidian, choose "Open folder as vault" and select the folder.
  3. 3Enable any community plugins the vault relies on when prompted.
  4. 4Explore the folder structure and start adapting it to your workflow.

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