Description
FinCalc Toolkit helps WordPress site owners add useful financial calculators using simple shortcodes. It is built for finance advisors, wealth managers, loan consultants, CA firms, insurance consultants, finance bloggers, and educational websites.
The plugin currently includes:
- SIP Calculator
- Step-up SIP Calculator
- Lumpsum Calculator
- EMI Calculator
- FD Calculator
- RD Calculator
- CAGR Calculator
- SWP Calculator
- Retirement Calculator
- Goal Planning Calculator
- Savings Goal Calculator
- PPF Calculator
- NPS Calculator
- EPF Calculator
- GST Calculator
- Inflation Calculator
- Gratuity Calculator
- Rule of 72 Calculator
- Simple Interest Calculator
- Compound Interest Calculator
Core features:
- Main toolkit shortcode with searchable calculator tabs
- Individual shortcode for every calculator
- Mobile responsive design
- Custom currency symbol
- Custom primary and accent colors
- CTA button below calculator results
- Optional WhatsApp CTA fallback
- Copy result and print result buttons
- No external APIs
- No tracking scripts
- Browser-side calculations
Shortcodes
Main toolkit:
[fincalc_toolkit]
Optional attributes:
[fincalc_toolkit default="emi" title="Financial Tools" subtitle="Plan smarter with useful calculators." show_hero="yes" show_search="yes"]
Individual calculators:
[fincalc_sip]
[fincalc_stepup_sip]
[fincalc_lumpsum]
[fincalc_emi]
[fincalc_fd]
[fincalc_rd]
[fincalc_cagr]
[fincalc_swp]
[fincalc_retirement]
[fincalc_goal]
[fincalc_savings_goal]
[fincalc_ppf]
[fincalc_nps]
[fincalc_epf]
[fincalc_gst]
[fincalc_inflation]
[fincalc_gratuity]
[fincalc_rule72]
[fincalc_simple_interest]
[fincalc_compound_interest]<h3>Privacy</h3>
FinCalc Toolkit does not collect, store, or transmit personal user data. It does not use tracking scripts, remote APIs, or third-party services for calculator functionality.
Installation
- Upload the plugin files to the
/wp-content/plugins/fincalc-toolkitdirectory, or install the plugin ZIP through the WordPress Plugins screen. - Activate the plugin through the Plugins screen in WordPress.
- Go to Settings > FinCalc Toolkit to configure colors, currency, CTA, and display options.
- Add
[fincalc_toolkit]to any page or post.
FAQ
-
Does this plugin collect personal data?
-
No. The plugin does not collect, store, or transmit any personal user data. Calculations run in the visitor browser.
-
Does it use an external API?
-
No. All calculations are handled locally in the browser.
-
Can I change the currency symbol?
-
Yes. You can change the currency symbol from Settings > FinCalc Toolkit.
-
Can I use only one calculator on a page?
-
Yes. Use the individual shortcode for the calculator you want to display.
-
Are the results financial advice?
-
No. Results are indicative estimates only. Website owners should add suitable disclaimers and professional guidance where needed.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“FinCalc Toolkit – Financial Calculators” is open source software. The following people have contributed to this plugin.
Contributors
Translate “FinCalc Toolkit – Financial Calculators” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.4.6
- Fixed public cache/browser rendering issue by adding safer default CSS variables and critical frontend styles.
1.4.5
- Added optional advisor/distributor disclosure field for AMFI/ARN style information.
- Added Goal Name input to Goal Planning Calculator and included it in reports.
- Added expected investment return and required monthly investment output to Retirement Calculator.
- Refined PDF report branding with disclosure support and clearer report titles.
1.4.2
- Redesigned PDF report layout with better spacing, summary cards, explanation panel, table styling, and marketing footer.
1.3.8
- Audited calculator formulas for SIP, step-up SIP, EMI, FD, RD, PPF, NPS, EPF, GST, inflation, gratuity, Rule of 72, simple interest, and compound interest.
- Improved default active-state visibility using dark blue and green defaults.
- Refined PDF report with clean white header, site icon support, circular result indicator, comparison bars, improved table styling, and footer marketing note.
1.3.7
- Fixed direct PDF download and added site icon embedding support.
- Updated default colors to dark blue and green.
- Improved category heading typography, spacing, and hero badge alignment.
1.3.6
- Added reset-to-default settings option.
- Improved direct PDF report branding with automatic site icon support when available.
1.3.5
- Refined hero design, simplified tool cards, improved growth chart, highlighted report table, and upgraded branded PDF download.
1.3.3
- Rebuilt calculator directory into categorized icon sections.
- Removed search bar for a cleaner directory experience.
- Added direct branded PDF download using browser-side PDF generation.
- Improved report table highlighting and growth chart readability.
- Improved layout spacing between input and result areas.
1.3.2
- Restored cleaner compact calculator grid and simple search UI.
- Added PDF-ready action, column chart visualization, and improved responsive report cards.
- Fixed report table spacing and mobile detailed calculation layout.
1.3.3
- Rebuilt calculator directory into categorized icon sections.
- Removed search bar for a cleaner directory experience.
- Added direct branded PDF download using browser-side PDF generation.
- Improved report table highlighting and growth chart readability.
- Improved layout spacing between input and result areas.
1.3.2
- Refined search and category filter UI.
- Removed visible live result button and improved automatic calculation experience.
- Added mini bar insight visualization and desktop full-height reports.
- Improved mobile report cards for detailed breakdowns.
- Enhanced spacing, tool cards, and report tables.
1.2.0
- Added 10 more calculators: RD, NPS, EPF, GST, Inflation, Gratuity, Rule of 72, Savings Goal, Simple Interest, and Compound Interest.
- Added searchable calculator tabs.
- Added copy result and print result actions.
- Added admin display controls.
- Added customizable result disclaimer.
- Improved responsive UI and product-level polish.
1.1.2
- Fixed plugin header URL issue for WordPress.org submission.
1.1.1
- Removed manual textdomain loading for WordPress.org compatibility.
1.1.0
- Improved public UI and settings page.
- Improved Plugin Check readiness.
- Added FAQ, privacy note, and changelog.
1.0.0
- Initial release.