Skip to main content

Features Overview

Periodix-Planner provides a comprehensive set of features for managing periodic notes and time budgets. This page gives you an overview of all available features.

Prefer video? Watch the full feature breakdown on YouTube to see everything in action.

📅 Automatic Note Generation​

Periodix-Planner automatically creates periodic notes for all time periods, always staying one step ahead by generating the next period's note in advance.

Supported Periods:

  • Daily notes
  • Weekly notes
  • Monthly notes
  • Quarterly notes
  • Yearly notes

Learn more: Automatic Note Generation

🔗 Interconnected Notes​

All periodic notes are intelligently linked through frontmatter properties, creating a navigable web of time that lets you zoom in and out of your planning horizon effortlessly.

Navigation Links:

  • Previous / Next - Navigate chronologically within the same period type
  • Hierarchical links - Jump from daily → weekly → monthly → quarterly → yearly

Learn more: Note Interconnection

⏱️ Time Budget System​

Define how many hours you have available and delegate them across categories with hierarchical tracking.

Features:

  • Yearly time pool definition
  • Cascading allocation through hierarchy
  • Smart budget tracking with warnings
  • Visual feedback (green/yellow/red indicators)
  • Auto-inherit parent percentages - Automatically fill child periods based on parent's allocation distribution
  • Manual "Fill parent" button for on-demand inheritance

Learn more: Time Budgeting

📊 Visual Statistics​

Get visual insights into your time allocation with interactive charts and tables.

Visualizations:

  • Pie charts showing category distribution
  • Detailed allocation tables
  • Progress bars for budget tracking
  • Parent/child budget comparisons

Learn more: Visual Statistics

✏️ Allocation Editor​

Interactive modal for editing time allocations with powerful features:

  • Drag-to-adjust percentage bars
  • Quick-fill buttons (10%, 25%, 50%, Max)
  • Custom percentage input
  • Parent budget warnings
  • Undo/redo support
  • Keyboard shortcuts

Learn more: Allocation Editor

🎨 Category Management​

Organize your time investments with custom categories:

  • Custom category names
  • Color coding for visual identification
  • Category-based time tracking
  • Budget allocation per category

Learn more: Category Management

🧭 Navigation Commands​

Quick commands to navigate between periods:

  • Go to previous/next period
  • Go to parent period
  • Open current daily/weekly/monthly/quarterly/yearly note
  • Show child periods

Learn more: Navigation

📝 Code Block Processor​

Embed time budget visualizations directly in your notes using code blocks:

```periodic-planner
work: 8h
health: 2h
learning: 1h
```

Learn more: Time Budget Blocks

⚙️ Flexible Configuration​

Comprehensive settings for customization:

  • Folders - Configure where notes are stored
  • Naming - Customize note naming formats
  • Time Budget - Set available hours per period
  • Categories - Define time investment categories
  • Properties - Customize frontmatter property names
  • Generation - Control auto-generation behavior

Learn more: Configuration

🔄 Auto-Generation​

Automatic note generation when you open Obsidian:

  • Configurable auto-generation
  • Generates next period in advance
  • Respects existing notes
  • Configurable generation rules

Learn more: Note Generation

📋 Period Children View​

View all child periods for a given period:

  • See all days in a week
  • See all weeks in a month
  • See all months in a quarter
  • See all quarters in a year

Learn more: Period Children