OBOHITO Finance Notebook

Description

OBOHITO Finance Notebook is a personal finance tracker for WordPress. Logged-in users can record income and expenditure, review their current-month totals and balance, and manage their own transactions.

The free WordPress.org edition includes a single default currency and built-in income and expenditure types. The plugin does not require an external service and keeps each user’s notebook data associated with that WordPress user account.

Additional features are available separately in OBOHITO Finance Notebook Pro, including custom date-range reports, additional currencies, custom income and expenditure types, and advanced reporting tools:
https://obohito.com/product/obohito-finance-notebook-pro/

Features

• Record income with date, built-in type, description, and amount.
• Record expenditure with date, built-in type, description, and amount.
• View current-month income, expenditure, balance, transaction count, and daily trend.
• Search, sort, edit, and delete transactions.
• Keep each user’s notebook data separate from other users.
• Allow site administrators to disable access or permanently remove a user’s notebook data.
• Use one default currency in the free edition.
• Includes built-in income and expenditure types.
• No external tracking, advertising, analytics, or remote service is required.

Pro Version

OBOHITO Finance Notebook Pro is a separate premium offering with additional functionality.

Pro features include:

• Custom date ranges.
• Detailed financial reports.
• Additional currency management.
• Custom income and expenditure types.
• Advanced reporting tools.

Learn more:
https://obohito.com/product/obohito-finance-notebook-pro/

The free edition remains usable without purchasing Pro.

Shortcode

Use the following shortcode to display the Finance Notebook on a WordPress page or post:

[obohfino_notebook]

To add it:

1. Go to Pages > Add New, or edit an existing page.
2. Add a Shortcode block in the WordPress editor.
3. Enter [obohfino_notebook].
4. Publish or update the page.
5. Log in as a WordPress user and open the page to use the notebook.

The same shortcode can also be added to a WordPress post. The Finance Notebook is intended for logged-in users.

Privacy

OBOHITO Finance Notebook stores the information entered by users in the site’s WordPress database. The stored information can include income and expenditure names, amounts, dates, built-in types, currency information, and notebook settings.

The free plugin does not use third-party tracking, advertising, analytics, or remote services for its core functionality. Site administrators can disable a user’s notebook access or permanently delete that user’s notebook data.

Security

The plugin uses WordPress nonces, capability checks, user ownership checks, prepared database queries, input sanitization, and escaped output for its user and administrator operations.

Security issues should be reported privately to the plugin author before public disclosure.

Compatibility

Requires WordPress 6.0 or later and PHP 7.4 or later.

The notebook is intended for logged-in users and works without another plugin or external service.

Support

Support information and documentation are available at:
https://obohito.com/obohito-finance-notebook/

Source Code

The distributed PHP, JavaScript, and CSS files are provided in readable source form in this plugin package. No build process is required to use or regenerate the distributed assets.

License

OBOHITO Finance Notebook is licensed under the GNU General Public License v2 or later.