Описание

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.
Income Management & GAAP Financial Reports: Track direct manual income and invoice payments with complete Profit & Loss / Income vs Expense financial performance reports.
Hierarchical Categories & Subcategories: Organize both income and expense categories into nested parent-child structures with tree indentation and drill-down analytics.
Searchable Tag & Category Pickers: Modern searchable selectors with instant inline ‘+ Add New’ creation modal for frictionless transaction entry.
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.
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.

Скриншоты

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. — Admin Expense Dashboard — View summary statistics, total/average expenses, and the master expense transaction log.

Блоки

Этот плагин предоставляет 3 блока.

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

Установка

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

Часто задаваемые вопросы

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.

Отзывы

Нет отзывов об этом плагине.

Участники и разработчики

«Manfi Expense Tracker» — проект с открытым исходным кодом. В развитие плагина внесли свой вклад следующие участники:

Mustafa Kamal hossain

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Журнал изменений

1.3.0

Added comprehensive Income Management system: track manual direct income, link payment accounts, and review income analytics with summary KPI cards.
Integrated Invoice Revenue into Income Reporting: automatically tracks paid client invoices alongside operational income streams.
Added GAAP-compliant Financial Reports (Profit & Loss / Income vs Expense) with net profit calculation, category breakdowns, and exportable financial summaries.
Added nested Subcategory hierarchy support for Income Categories and Expense Categories with tree view rendering and parent category selectors.
Added modern searchable Category and Tag dropdown components (CategoryDropdownSelector & TagDropdownSelector) with instant inline creation modals.
Converted Remark & Notes input fields in transaction forms to multiline textareas for detailed item descriptions.
Fixed WordPress Admin notices layout by keeping admin title headers clean for standard WordPress notice placement.
Resolved WordPress Coding Standards (WPCS/PHPCS) and Plugin Check compatibility issues in Income Manager (GMT dates, prepared SQL placeholders, translator comments, and direct database sanitization).

1.2.2

Fixed «Sorry, you are not allowed to access this page» 403 error on Add Expense page caused by admin page slug mismatch and missing client-side route mapping.
Connected the dedicated Add Expense batch entry view (AddExpensePage) with easy 1-click navigation between All Expenses and Add Expense.
Added fallback alias registration for manfiet-add-expense alongside manfiet-expense-add so existing bookmarks and cached links continue to work seamlessly.
Fixed permission access control across all admin menus, settings, and other plugins pages by dynamically granting manage_expenses capability to all administrators and users with manage_options.
Enabled full expense management access for users with the expense_manager custom role or manage_expenses capability.
Fixed REST API permission checks on /settings and Google Sheets bulk sync endpoints to permit Expense Managers.

1.2.1

Added comprehensive Invoice Search & Filter toolbar in Invoice Manager with real-time text query across invoice numbers, client names, notes, emails, and service descriptions.
Added multi-parameter invoice filtering by Client, Invoice Type, Payment Status, Date Presets (All Time, Today, This Week, This Month, Last Month, Last 3 Months, This Year), custom Date Ranges, and exact Single Date.
Added Advanced Amount Range filters for Total Invoiced, Paid Amount, and Balance Due, plus a 1-click toggle for outstanding invoices with balance due (> ৳0).
Added active filter badges (chips) with 1-click removal and «Reset All Filters» shortcut.
Relocated row action links (Payment, Edit, PDF, Copy Link, Delete) into a clean, compact WordPress row-action layout directly underneath the Invoice Number, removing the crowded right-side Actions column.
Expanded Invoice Manager shell to 100% full-width layout, utilizing available screen real estate without unnecessary margins and eliminating horizontal scrolling.
Added interactive multi-column sorting (Invoice #, Client, Date, Due Date, Type, Total, Paid, Due, Status) with sort order indicators.
Added configurable pagination controls with rows-per-page selector (10, 25, 50, 100) and page navigation.
Added interactive KPI Stat cards (Overdue, Partial, Pending, Paid) with 1-click auto-filtering and smooth scrolling to the Invoices Directory.

1.2.0

Added interactive Client Invoices popup drawer in Client Manager to view all invoices, total invoiced, paid, and balance due per client with 1-click View, Edit, and PDF export actions.
Redesigned Client Directory with dynamic monogram avatars, real-time live search/filtering across all fields, and summary metric cards (Total Clients, Named Reps, Direct Channels).
Added quick «+ New Invoice» shortcut from Client profile and drawer that auto-selects the client in the Invoice Builder.
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.