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Manfi Expense Tracker

Manfi Expense Tracker

作者: Mustafa Kamal hossain
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説明

Manfi Expense Tracker is a next-generation business management and single-entry bookkeeping platform designed for small-to-medium businesses (SMBs), freelancers, and agencies. Powered by a modern, high-performance React dashboard, it streamlines your daily cash tracking, client/vendor management, and professional PDF invoicing workflows.

Whether you are tracking daily operational expenses, managing multiple bank and mobile financial accounts (like bKash), or generating fully-customized invoices for your clients, Manfi Expense Tracker provides a secure, intuitive, and extremely fast visual interface.

Main Features

  • Interactive React Dashboard: A sleek, fluid single-page app interface for instant entry and review.
  • Real-Time Google Sheets Integration: Automated live CSV feed streams via =IMPORTDATA() and background Webhook pushes.
  • Professional Invoice Manager: Generate elegant BDT/USD invoices with customizable daily budget rates, exchange rates, discounts, and tax (VAT/GST) computations.
  • Instant PDF & Public Sharing: Save invoices locally as beautiful PDF files (using Dompdf) or share public, non-cached payment links.
  • Unified Financial Accounts: Link and track balances across multiple bank accounts and mobile wallets.
  • Client & Vendor Directories: Fully-integrated customer and vendor databases to quickly link transactions and manage contact information.
  • Hierarchical Expense Categories: Organize expenses into nested parent-child categories with an interactive drill-down explorer.
  • Smart Budget Management: Set weekly, monthly, and yearly budget limits per user, and receive automatic admin notifications and email alerts when limits are exceeded.
  • High-Fidelity Exports: One-click full report exports in CSV, Excel (.xlsx), and PDF formats.
  • Role-Based Access (RBAC): Fine-grained user capabilities ensuring team members, managers, and administrators only access allowed sections.
  • Gutenberg Blocks & Elementor Widgets: Easily display budgets, dashboard, or expense entries on the front-end with native Gutenberg blocks and custom Elementor widgets.

Road Map: Future Enterprise Scope

To support growing businesses, Manfi Expense Tracker is actively developing features to evolve into a full-scale, intelligent ERP and bookkeeping system inspired by QuickBooks and Tally Prime:

Phase 1: GST/VAT Tax Compliance & Payment Gateways

  • Automated Input Tax Credit (ITC) vs. Output Tax Liability trackers.
  • Net tax liability calculation dashboards for easy monthly returns.
  • Direct checkout links (SSLCommerz, Stripe, PayPal) integrated on public invoice pages.

Phase 2: Double-Entry Bookkeeping & Daybook

  • True Chart of Accounts (CoA) with nested asset, liability, equity, income, and expense ledger groups.
  • Journal Vouchers (JV) screen with automatic debit/credit balance validation.
  • Classic accounting outputs: Trial Balance, real-time Profit & Loss statement, and a Balance Sheet.
  • Dynamic Daybook to audit chronological daily receipts and vouchers.

Phase 3: Next-Gen Agentic AI ERP Integration

  • Intelligent Receipt OCR (LLM + Vision): Upload a receipt photo, and our background AI Agent automatically parses Vendor, Date, Amount, Currency, Taxes, and logs the expense under the correct category.
  • Conversational Accounting Assistant: A natural language dashboard to query your financial database (e.g., “How much did we spend on social media ads compared to last quarter?”).
  • Automated Anomaly & Fraud Detection: Background checks to flag SaaS double-billings or abnormal spending.
  • Smart Accounts Receivable Agents: AI payments follow-up draft generation based on client settlement behaviors.

Phase 4: Stock, Inventory & Payroll

  • Physical inventory tracking with Unit of Measure (UoM), cost rates, and automated FIFO or weighted average stock valuation.
  • Full-scale payroll with employee payslips, salary structures, and reimbursement claim approval portals.

Shortcodes

  • [manfiet_expense_tracker] – Render the unified expense tracker dashboard on a front-end page or post.

スクリーンショット

Admin Expense Dashboard - View summary statistics, total/average expenses, and the master expense transaction log.
Admin Expense Dashboard – View summary statistics, total/average expenses, and the master expense transaction log.
Bulk Add Expenses - Sleek row-by-row grid input screen to add multiple expense records simultaneously.
Bulk Add Expenses – Sleek row-by-row grid input screen to add multiple expense records simultaneously.
Manage Expense Categories - Create and organize hierarchical parent-child categories with an interactive management screen.
Manage Expense Categories – Create and organize hierarchical parent-child categories with an interactive management screen.
Manage Expense Tags - Create, customize, and assign color-coded keyword tags to label transactions.
Manage Expense Tags – Create, customize, and assign color-coded keyword tags to label transactions.
Budget Management Dashboard - Configure weekly, monthly, and yearly budget limits with progress indicators.
Budget Management Dashboard – Configure weekly, monthly, and yearly budget limits with progress indicators.
Expense Reports & Analytics - Visual category share charts (pie/bar) and trend line graphs for spending behavior.
Expense Reports & Analytics – Visual category share charts (pie/bar) and trend line graphs for spending behavior.
Global Plugin Settings - Configure default budget limits, currency selector, feature toggles, and email settings.
Global Plugin Settings – Configure default budget limits, currency selector, feature toggles, and email settings.
Create Invoice Form - Draft BDT/USD invoices with client details, tax/VAT calculations, discounts, and payment tracking.
Create Invoice Form – Draft BDT/USD invoices with client details, tax/VAT calculations, discounts, and payment tracking.
Gutenberg Blocks Inserter - Native block selection menu in the editor workspace showing custom plugin blocks.
Gutenberg Blocks Inserter – Native block selection menu in the editor workspace showing custom plugin blocks.
Frontend Add Expense Form - Interactive frontend block rendering the user-facing expense creation form.
Frontend Add Expense Form – Interactive frontend block rendering the user-facing expense creation form.
Frontend Expense Dashboard - Responsive frontend block displaying the transaction records table and analytics summary.
Frontend Expense Dashboard – Responsive frontend block displaying the transaction records table and analytics summary.
Frontend Budget Management - Frontend block rendering live budget usage cards and progress bars.
Frontend Budget Management – Frontend block rendering live budget usage cards and progress bars.
Elementor Page Builder Integration - Drag-and-drop widget layout with support for live builder editor previews.
Elementor Page Builder Integration – Drag-and-drop widget layout with support for live builder editor previews.

ブロック

このプラグインは3個のブロックを提供します。

  • Budget Showcase Renders the interactive budget stats and spending limits showcase.
  • Expense Dashboard Renders the complete user or administrator expense dashboard.
  • Expense Entry Renders an interactive form to easily add and categorize new expenses.

インストール

  1. Upload the plugin folder to /wp-content/plugins/, or upload the ZIP file via Plugins > Add New > Upload.
  2. Activate Manfi Expense Tracker through the Plugins screen.
  3. Open Expense Tracker in wp-admin to start configuring categories, tags, and user budgets.
  4. (Optional) Insert the shortcode [manfiet_expense_tracker] onto any page or post to display the frontend interactive dashboard.

FAQ

Who can access reports and export data?

Users with the custom manage_expenses or core manage_options capability can access administrative reports, settings, and full export tools.

Can users track only their own expenses?

Yes. Non-admin users can access a secure user dashboard to record and review their own financial entries without exposing global company ledger logs.

What mobile financial services are supported out-of-the-box?

The plugin features native fields for bKash alongside standard commercial bank details, and allows custom financial account registrations for other mobile systems.

評価

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貢献者と開発者

Manfi Expense Tracker はオープンソースソフトウェアです。以下の人々がこのプラグインに貢献しています。

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変更履歴

1.2.0

  • Optimized build packaging to exclude WordPress.org screenshot assets and development files, shrinking distribution zip size by 95% and fixing plugin update timeouts.
  • Added standard .distignore file to streamline production package builds.
  • Added 1-click option to remove or re-apply auto-calculated late fee adjustments in the Invoice Builder with dynamic state indicators.
  • Added quick “Clear Adjustment” button in the Invoice Adjustment card to easily reset all adjustment fields.
  • Fixed currency symbol display on Daily Rate invoices so converted settlement cards (Paid Amount, Due Amount, Recorded Payments) properly render in BDT (৳) instead of USD ($).
  • Fixed Previous Due note in Payment Information to accurately display the native currency of the linked previous invoice.
  • Added cloneable Services Offered repeater in Vendor Profile Management with persistent storage and REST API support.
  • Added per-invoice toggle to show/hide Vendor Services Offered on public web invoices and PDF exports with quick-insert category chips in Invoice Builder.
  • Redesigned Vendor Create / Edit page into an intuitive, responsive grid (2-column company & tagline header, 3-column contact grid, 2-column details, and partner logos grid).
  • Modernized Payment Methods & Accounts display into a compact single-row grid supporting all mobile gateways (bKash, Nagad, etc.) and commercial bank accounts.
  • Converted Invoice Line Item descriptions and Service Description fields to multi-line textareas with safe HTML tags and automatic line break rendering.
  • Widened Invoice line item description column to 58% for enhanced readability of project scopes and deliverables.
  • Renamed Terms & Conditions section to Notes and conditionally hid the block completely when no late fee or custom note is active.
  • Automatically hid payment instruction lines on invoices when no payment accounts are selected.
  • Automatically cleaned up overdue fee adjustments when unlinking or deselecting previous invoices.

1.1.9

  • Added 1-click option to remove or re-apply auto-calculated late fee adjustments in the Invoice Builder with dynamic state indicators.
  • Added quick “Clear Adjustment” button in the Invoice Adjustment card to easily reset all adjustment fields.
  • Fixed currency symbol display on Daily Rate invoices so converted settlement cards (Paid Amount, Due Amount, Recorded Payments) properly render in BDT (৳) instead of USD ($).
  • Fixed Previous Due note in Payment Information to accurately display the native currency of the linked previous invoice.
  • Added cloneable Services Offered repeater in Vendor Profile Management with persistent storage and REST API support.
  • Added per-invoice toggle to show/hide Vendor Services Offered on public web invoices and PDF exports with quick-insert category chips in Invoice Builder.
  • Redesigned Vendor Create / Edit page into an intuitive, responsive grid (2-column company & tagline header, 3-column contact grid, 2-column details, and partner logos grid).
  • Modernized Payment Methods & Accounts display into a compact single-row grid supporting all mobile gateways (bKash, Nagad, etc.) and commercial bank accounts.
  • Converted Invoice Line Item descriptions and Service Description fields to multi-line textareas with safe HTML tags and automatic line break rendering.
  • Widened Invoice line item description column to 58% for enhanced readability of project scopes and deliverables.
  • Renamed Terms & Conditions section to Notes and conditionally hid the block completely when no late fee or custom note is active.
  • Automatically hid payment instruction lines on invoices when no payment accounts are selected.
  • Automatically cleaned up overdue fee adjustments when unlinking or deselecting previous invoices.

1.1.8

  • Added configurable Overdue Late Due Fee settings (percentage or flat rate, default 5%) and per-invoice “Overdue Due Fee (%)” input field.
  • Added automatic overdue invoice detection in Payment Tracking with 1-click late fee calculation and balance adjustment tracking.
  • Added dedicated Terms & Conditions section on public invoice web view and PDF exports detailing payment due dates, overdue fee terms, and invoice reference policy.
  • Fixed invoice line item adjustment table row formatting to accurately output exact currency amount matching notes and totals sidebar.
  • Added bidirectional USD/BDT adjustment amount conversion based on active exchange rates in Invoice Builder.

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