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FKM — Family Knowledge

Family Review - Template

Template for creating a new Family Review.

,   and  Doug Warren
2 min read

I create a new Family Review using Templater with the Obsidian template below.

Inline script

The template has inline JavaScript at the beginning of the template between the `<%*` and `%>` markers. When a note is created with this template, it prompts for the review date and focus topic, and generates the properties and content for the note from this template. It's necessary to save the Javascript variables as frontmatter properties so they can be accessed in the template using the inline syntax `<% targetDate %>` and `<% focusTopic %>`. Also, since Templater creates a new note with the name "Untitled", I need to rename the file name as a Family Review with the targetDate previx, and then move it to Calendar/Notes dated folder for day notes.

Prompts

This shows the prompts when creating a new Family Review for July 20, 2025 on the focus topic Utilties.

Template

This is the actual template Family Template - Review in the x/Templates folder, which I can create using the command pallette Cmd-P for the command `Templater: Create new note from template`. At the end, it also includes a Dataview table query with a list of files that have been modified during the past week since the previous meeting.

<%*
// Prompt: review date (or today)
let now = moment();

let todayDate = now.format(
    "YYYY-MM-DD"
);

let dayNotes = "Calendar/Notes";
let dayPath = now.format(
    "YYYY/MM/DD"
);

let targetDate = await tp.system.prompt(
    "Review date (YYYY-MM-DD)", todayDate
);

// Prompt: focus topic (default: Family Notes)
let focusTopic = await tp.system.prompt(
    "Focus topic", "Family notes"
);

// Change default file name "Untitled"
let title = ${todayDate} Family Review;

let newFileName = ${title};
await tp.file.rename(newFileName);

let newFilePath = ${dayNotes}/${dayPath}/${title}
await tp.file.move(newFilePath);

// Generate frontmatter properties (including JS variables)
tR += `---\n`;
tR += `up: "[[Family Reviews]]"\n`;
tR += `created: ${todayDate}\n`;
tR += `tags:\n`;
tR += `  - review/family\n`;
tR += `targetDate: ${targetDate}\n`;
tR += `focusTopic: ${focusTopic}\n`;
tR += `---\n`;
%>

<% targetDate %> Family Review

We have a Family Review meeting every Sunday at 4:30 PM for 30 minutes to review, discuss, and plan shared Family Knowledge. We also cover our family budget each month and travel every quarter.

Topic: <% focusTopic %>

We review account notes, websites, apps, and documents. Our focus for today:

Review

  • Cover progress on this week's focus topic
  • Cover updates in Family vault
  • Family information updates

Plan

  • Next week's focus topic and goals
  • Action items for the coming week

Log

We record thoughts, questions, and actions using a Plus Minus Next format.

Plus

  • Positive developments or achievements
  • Comments or thoughts

Minus

  • Challenges or areas needing improvement
  • Questions or concerns

Next

  • Upcoming actions or milestones
  • Research topics

Budget (month)

Every month we review and discuss our spending plan (budget), priorities, and wishes.

  • Review family budget
  • Preview next month
  • Financial questions, actions, or related topics

Travel (quarter)

On the last Sunday in every quarter, we discuss and plan any potential travel.

  • Review upcoming events
  • Discuss possible activities
  • Identify and plan potential travel

Updated files

These are recent files changed during the last week by date/time (new to old).

TABLE WITHOUT ID
	file.link as "File",
	dateformat(file.mtime, "MMM d @ HH:mm") AS "Updated" 
FROM "Family"
WHERE (
	file.mtime >= date(today) - dur(7 days) AND 
	file.mtime <= date(today)
)
SORT file.mtime DESC
LIMIT 20

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