Investment Management System

Custom WordPress Plugin | Version 1.0 | July 2026

📖 How to Use Manual (For Personal/Private Use)

Step 1: Installation (Private Plugin)

Option A: Manual Installation (Recommended)

1. Download the plugin files from your development environment
2. Go to WordPress Admin → Plugins → Add New → Upload Plugin
3. Select the ZIP file containing the plugin
4. Click Install Now → Activate

Option B: Direct Upload

1. Upload the plugin folder to /wp-content/plugins/ via FTP or File Manager
2. Go to WordPress Admin → Plugins
3. Find “Investment Management System” and click Activate

Step 2: Database Setup

⚠️ Note: This is a private custom plugin and is not available in the WordPress Plugin Directory. For commercial availability, it will be submitted to the WordPress repository after proper review and monetization setup.

Step 2: Database Setup

• The plugin automatically creates all necessary tables on activation
• No manual database setup required

Step 3: Create Investment

1. Go to WordPress Admin → HISAB → Add Investment
2. Fill in the form:
   • Project Name: Enter a descriptive name
   • Investment Type: Select from dropdown
   • Manager: Assign a user as manager
   • Status: Active, Harvesting, Completed, or Paused
   • Invested Amount: Enter total investment
   • Start Date: When investment started
   • Expected Date: Expected return date (optional)
   • Description: Additional details (optional)
3. Click “📈 Create Investment”

Step 4: View Investments

1. Visit /investments/ on your website
2. View all investments with:
   • Total invested amount
   • Total projects count
   • Status badges
   • ROI calculations
3. Click “View Details” to see full information

Step 5: Add Income

1. Go to an Investment Detail page
2. Click “💰 Add Income”
3. Fill in the form:
   • Amount: Enter income amount
   • Date: Select income date
   • Source: Harvest, Sale, Investment Return, Other
   • Buyer: Buyer name (optional)
   • Note: Additional details (optional)
4. Click “💾 Save Project Income”
5. Income appears in the recent income table

Step 6: Add Expense

1. Go to an Investment Detail page
2. Click “💸 Add Expense”
3. Fill in the form:
   • Amount: Enter expense amount
   • Date: Select expense date
   • Category: Feed, Medicine, Labor, Equipment, etc.
   • Payment Method: Cash, Card, UPI, Bank Transfer, Other
   • Note: Additional details (optional)
4. Click “💾 Save Project Expense”
5. Expense appears in the recent expense table

Step 7: View Reports

1. From the Add Income page, click “📊 View All Project Income”
2. Use filters:
   • Date From / To: Filter by date range
   • Source: Filter by income source
3. View paginated results
4. Export data by clicking “📥 Export CSV”

For Expenses:

1. From the Add Expense page, click “📊 View All Project Expenses”
2. Use filters:
   • Date From / To: Filter by date range
   • Category: Filter by expense category
3. View paginated results
4. Export data by clicking “📥 Export CSV”

Step 8: Edit Entries

1. Go to Add Income or Add Expense page
2. Find the entry in the recent table
3. Click “✏️ Edit”
4. Update the fields
5. Click “💾 Update Income” or “💾 Update Expense”

Step 9: Delete Entries

1. Go to Add Income or Add Expense page
2. Find the entry in the recent table
3. Click “🗑️ Delete”
4. Confirm the deletion

🔗 Shortcodes Reference

Shortcode	Description	Page URL
[hisab_investment_dashboard]	Investment portfolio view	/investments/
[hisab_add_project_income]	Add income form	/add-project-income/
[hisab_add_project_expense]	Add expense form	/add-project-expense/
[hisab_project_income_report]	Full income report	/project-income-report/
[hisab_project_expense_report]	Full expense report	/project-expense-report/
[hisab_edit_project_income]	Edit income entry	/edit-project-income/
[hisab_edit_project_expense]	Edit expense entry	/edit-project-expense/

📱 Mobile Access

• Fully responsive design
• All features available on mobile
• Touch-friendly buttons and inputs

🛠️ Technical Requirements

Requirement	Version
WordPress	5.0+
PHP	7.4+
MySQL	5.6+

📧 Support

For questions or support, contact: jonme@gmail.com

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This plugin demonstrates my expertise in WordPress development, database design, and building complete business solutions. 🚀