Manfi Expense Tracker

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.

1.3.1

• Separated Expense Tags and Income Tags: Income tags now have their own dedicated database table (wp_manfiet_income_tags), independent REST API endpoints (/income-tags), and an "Income Tags" admin submenu under Expense Tracker.
• Added dedicated Income Tag Dashboard (IncomeTagDashboard) for managing, editing, and filtering income tags separately from expense tags.
• Fixed hardcoded currency symbols: Replaced all static $ signs across Admin Dashboard, Financial Reports (Profit & Loss), Income Dashboard, Invoices, Clients Manager, and transaction forms with dynamic currency symbol configuration (BDT ৳, EUR €, GBP £, etc.).
• Updated TagDropdownSelector and TagManager components to accept dynamic REST API tag endpoints, seamlessly isolating income tags from expense tags during transaction creation.
• Automatically auto-index and ensure income tags exist during invoice payment logging, batch income additions, and single income records.

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.