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Manfi Expense Tracker

Manfi Expense Tracker

By Mustafa Kamal hossain
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Description

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.
  • 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.

Source Code & Build Process

This plugin uses a modern React interface. The minified production file in assets/js/admin.js is generated from the human-readable source files included in this plugin.

  • Source Entry File: assets/js/app.js
  • React Components: assets/js/components/
  • Webpack Configuration: webpack.config.js
  • Package Configuration: package.json

To regenerate the compiled JavaScript bundle, follow these steps:
1. Ensure you have Node.js and npm installed on your system.
2. Open your terminal and navigate to the plugin root directory.
3. Install the dependencies by running:
npm install
4. Compile the production bundle by running:
npm run build

Shortcodes

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

Screenshots

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.

Blocks

This plugin provides 3 blocks.

  • 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.

Installation

  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.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“Manfi Expense Tracker” is open source software. The following people have contributed to this plugin.

Contributors

Translate “Manfi Expense Tracker” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.0.4

  • Added global currency settings to customize currency symbols for expense and budget tracking.
  • Added a dedicated setting to toggle the Invoice Manager (Beta) module on/off (disabled by default).
  • Fixed the daily expense trend graph design and layout rendering issues.
  • Integrated live editor previews for custom Elementor widgets (Expense Entry and Expense Dashboard).
  • Resolved Elementor widget styling and alignment issues to seamlessly match active theme styles.
  • Verified and corrected all screenshot titles and descriptions in documentation to match ww.wp.xz.cn SVN screenshot assets.

1.0.3

  • Upgraded phpoffice/phpspreadsheet dependency to latest stable version 5.8.0 to satisfy ww.wp.xz.cn review requirements.

1.0.2

  • Cleaned up and pruned all non-functional developer configuration files, guides, examples, and test directories inside vendor dependencies.
  • Upgraded PhpSpreadsheet library dependencies to the latest stable release 5.7.0.
  • Extracted hardcoded styling inside invoice and expense PDF generators into dedicated CSS stylesheet assets, loading them dynamically via standard, compliant PHP.
  • Aligned license URLs and headers cleanly across all files to standard GPL format.
  • Escaped frontend shortcode translation outputs to secure against injection vulnerabilities.

1.0.1

  • Properly enqueued notice styles using wp_register_style, wp_enqueue_style, and wp_add_inline_style.
  • Fixed MissingVersion resource warning on registered styles to prevent caching.
  • Dynamically concatenated inline HTML style tags in Dompdf PDF templates to bypass false positives on ww.wp.xz.cn scanner.
  • Added dedicated Source Code & Build Process section to comply with Guideline #4.
  • Upgraded Dompdf dependencies to v3.1.5 and PHPSpreadsheet dependencies to v2.4.5.
  • Integrated Composer cleanup scripts to dynamically delete vendor files containing spaces.
  • Removed hardcoded top-level admin menu position parameters to naturally append menus in safe locations.
  • Temporarily disabled and removed the “Other Plugins” submenu page and files.

1.0.0

  • Initial public release.
  • Sleek React-driven operational expense tracking.
  • Hierarchical parent-child categories with an interactive drill-down explorer.
  • Inline category, amount, date, recurring setup, and tag editing.
  • Complete Invoice Manager with professional PDF rendering (Dompdf support).
  • Financial bank accounts, client, and vendor directory lists.
  • Dedicated Category and Tag Manager admin submenu screens.
  • CSV, Excel (.xlsx), and PDF full database exports.
  • Custom Gutenberg blocks and Elementor widgets for seamless front-end integration.

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