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manifest / utilities / backspacex-finance-manager

BackspaceX Finance Manager

A lightweight WordPress finance management plugin for income, expenses, vouchers, reports, and printable receipts.

by BackspaceX · github.com/thebackspacex/backspacex-finance-manager · 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/thebackspacex/backspacex-finance-manager/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/thebackspacex/backspacex-finance-manager ↗

Finance management and public transparency system for organizations.

Features

  • Income and expense transactions
  • Categories and subcategories
  • Events and event budgets
  • Monthly, yearly, category and event reports
  • CSV and Excel export
  • Print-friendly reports with browser Save as PDF
  • Frontend shortcodes
  • Settings and audit logs

Shortcodes

[bsxfm_summary] [bsxfm_report year="2026"] [bsxfm_event_report event_id="1"] [bsxfm_transactions limit="20"]

Frontend Finance Portal

Use this shortcode on a public WordPress page: [bsxfm_finance]

Optional attributes: [bsxfm_finance title="Financial Transparency" transaction_limit="20" show_monthly="yes" show_categories="yes" show_events="yes" show_transactions="yes"]

1.1.0

  • Added logged-in-only and role-based frontend access control.
  • Added Alumni Member, Treasurer, President, Auditor and Executive Committee roles.
  • Added login and registration prompts for restricted reports.

Changelog

1.1.0

  • Added improved Reports dashboard.
  • Added transaction type filter.
  • Added CSV export with category and event names.
  • Added Excel-compatible export.
  • Added print-friendly report and Save as PDF workflow.

1.2.0

  • Added monthly income vs expense line chart.
  • Added five-year yearly comparison chart.
  • Added income category donut chart.
  • Added expense category donut chart.
  • Added charts to Finance Dashboard and Reports.
  • Added responsive frontend charts to [bsxfm_finance].
  • Charts use lightweight native SVG with no external CDN.

1.3.0

  • Added Bank and Cash Account Management.
  • Added Mobile Banking and Other Account types.
  • Added Fund Management.
  • Added Opening Balance and automatically calculated Closing Balance.
  • Added account-wise income and expense totals.
  • Added fund-wise income and expense totals.
  • Added Account and Fund selectors to transactions.
  • Added default Cash Account and General Fund.
  • Added [bsxfm_accounts] shortcode.
  • Added [bsxfm_funds] shortcode.
  • Added audit logging for account and fund changes.

1.4.0

  • Added voucher, receipt and bill attachment selection from the WordPress Media Library.
  • Added JPG, PNG, WebP, GIF and PDF attachment support.
  • Added image thumbnail and PDF/document preview in the transaction form.
  • Added Change Attachment and Remove Attachment controls.
  • Added secure attachment MIME validation when transactions are saved.
  • Added optional voucher links to frontend transaction tables.
  • Added [bsxfm_voucher transaction_id="1"] shortcode.
  • Added attachment setting under Finance Manager Settings.

1.5.0

  • Added complete Audit Log administration page.
  • Added user, action, record type, record ID and date-range filters.
  • Added searchable activity history.
  • Added field-by-field Before and After change comparison.
  • Added created-data and deleted-data detail views.
  • Added user name, email, IP address and browser information.
  • Added 30-day audit summary cards.
  • Added filtered Audit Log CSV export.
  • Added pagination and responsive Audit Log layout.
  • Added role-protected Audit Log access for administrators, presidents and auditors.

1.5.1

  • Fixed a frontend fatal error caused by an undefined $page variable in class-assets.php.
  • Restricted voucher attachment localization to Finance admin pages only.

1.5.2

  • Fixed the remaining frontend fatal error in class-assets.php.
  • Removed all admin voucher attachment data from frontend script localization.
  • Restored voucher attachment data to the Finance Transactions admin page only.

1.6.0

  • Added print-ready Money Receipt for income transactions.
  • Added print-ready Payment Voucher for expense transactions.
  • Added automatic document numbers based on transaction numbers.
  • Added organization logo, name, tagline and website to documents.
  • Added amount in words.
  • Added category, event, account, fund, payment method and reference details.
  • Added supporting voucher/bill attachment link to printed documents.
  • Added Treasurer, preparer and payer/receiver signature lines.
  • Added browser Print / Save PDF support.
  • Added transaction-edit document buttons.
  • Added [bsxfm_money_receipt transaction_id="1"] shortcode.
  • Added [bsxfm_payment_voucher transaction_id="2"] shortcode.

1.6.1

  • Fixed invalid transaction errors when opening Money Receipts or Payment Vouchers.
  • Fixed HTML-encoded ampersands in generated print URLs.
  • Generated nonce and query parameters are now safe for JavaScript and browser navigation.