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WP Community Finances

A WordPress plugin for managing finances for small businesses and community groups. Track income, expenses, and generate financial reports with easy-to-use shortcodes.

by billaking · github.com/billaking/wp-community-finances · website

★ 0stars

Install

Download source zip No release zip yet

This is the repository archive. It installs, but the folder name will carry the branch suffix and updates will not flow.

Install straight from GitHub with WP-CLI:

wp plugin install https://github.com/billaking/wp-community-finances/archive/refs/heads/main.zip
No built-in updater. New versions won't appear under Dashboard → Updates. Install new releases yourself, or let Git Updater track the repository.
Readme github.com/billaking/wp-community-finances ↗

A WordPress plugin for managing finances for small businesses and community groups. Track income, expenses, and generate financial reports with easy-to-use shortcodes.

Features

  • 💰 Track income and expenses
  • 📊 Generate financial reports
  • 🏷️ Categorize transactions
  • 📈 View balance summaries
  • 🎨 Frontend shortcodes for public display
  • 🔒 Secure with WordPress nonces and sanitization
  • 📱 Responsive design

Installation

  1. Download the plugin files
  2. Upload the wp-community-finances folder to /wp-content/plugins/
  3. Activate the plugin through the 'Plugins' menu in WordPress
  4. Navigate to 'Finances' in the WordPress admin menu to get started

Admin Interface

After activation, you'll find a new "Finances" menu in your WordPress admin area with the following sections:

All Transactions

View all financial transactions with:

  • Date, description, category, type, and amount
  • Current balance summary
  • Delete functionality

Add New Transaction

Add new income or expense transactions with:

  • Date selection
  • Transaction type (Income/Expense)
  • Description
  • Amount
  • Category (optional)

Reports

View financial summaries including:

  • Total income
  • Total expenses
  • Net balance
  • Breakdown by category

Shortcodes

The plugin provides four powerful shortcodes for displaying financial information on the frontend:

1. Transaction List - [wcf_transaction_list]

Display a list of transactions.

Attributes:

  • limit - Number of transactions to display (default: 10)
  • type - Filter by transaction type: 'income' or 'expense' (default: all)

Examples:

[wcf_transaction_list]
[wcf_transaction_list limit="20"]
[wcf_transaction_list type="income" limit="5"]
[wcf_transaction_list type="expense"]

2. Balance Display - [wcf_balance]

Show the current financial balance.

Attributes:

  • show_details - Show detailed breakdown (default: 'yes')

Examples:

[wcf_balance]
[wcf_balance show_details="no"]

3. Add Transaction Form - [wcf_add_transaction]

Display a form for adding transactions from the frontend.

Attributes:

  • redirect - URL to redirect after successful submission (optional)

Examples:

[wcf_add_transaction]
[wcf_add_transaction redirect="https://example.com/thank-you"]

4. Financial Summary - [wcf_summary]

Display a comprehensive financial summary with category breakdown.

Attributes:

  • type - Filter by transaction type: 'income' or 'expense' (default: all)

Examples:

[wcf_summary]
[wcf_summary type="income"]
[wcf_summary type="expense"]

Usage Examples

Basic Setup for Community Group

  1. Create a Finances Page:

    • Create a new page called "Our Finances"
    • Add the summary shortcode: [wcf_summary]
    • This displays total income, expenses, and balance

  2. Show Recent Transactions:

    • Add another page or section
    • Use: [wcf_transaction_list limit="10"]
    • Shows the last 10 transactions

  3. Allow Members to Submit Expenses:

    • Create a "Submit Expense" page
    • Add: [wcf_add_transaction]
    • Members can submit their expenses for review

Advanced Examples

Show only income sources:

[wcf_transaction_list type="income" limit="5"]

Simple balance widget in sidebar:

[wcf_balance show_details="no"]

Complete financial overview:

<h2>Financial Overview</h2>
[wcf_balance]

<h2>Recent Transactions</h2>
[wcf_transaction_list limit="15"]

<h2>Detailed Summary</h2>
[wcf_summary]

Database

The plugin creates a custom table wp_wcf_transactions with the following structure:

  • id - Unique transaction ID
  • transaction_date - Date of the transaction
  • description - Transaction description
  • amount - Transaction amount (decimal)
  • transaction_type - 'income' or 'expense'
  • category - Transaction category
  • created_by - User ID who created the transaction
  • created_at - Timestamp when created
  • updated_at - Timestamp when last updated

Security Features

  • Nonce verification for all form submissions
  • Data sanitization on all inputs
  • SQL injection protection using prepared statements
  • Capability checks for admin functions
  • XSS protection with proper escaping

Styling

The plugin includes default CSS that works with most themes. You can customize the appearance by:

  1. Copying /assets/css/wcf-public.css to your theme
  2. Modifying the styles as needed
  3. Dequeue the default styles if necessary

Permissions

  • Only users with manage_options capability (typically Administrators) can access the admin interface
  • All users can view shortcode content on the frontend
  • Frontend transaction submission can be restricted by modifying the shortcode template

Support

For issues, questions, or contributions, please visit: https://github.com/billaking/wp-community-finances

Changelog

Version 1.0.0

  • Initial release
  • Transaction management (add, view, delete)
  • Four shortcodes for frontend display
  • Admin interface with reports
  • Category-based organization
  • Balance tracking

License

This plugin is licensed under GPL v2 or later.

Credits

Developed for community groups and small businesses to manage their finances transparently and efficiently.