Glide

How to create a budget planner in Glide?

Find easy-to-follow directions to build a smooth budget planner with Glide. Master simple steps to manage your money with ease through this detailed guide.

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Overview

Crafting a budget planner with Glide, a handy no-code app development tool, simplifies keeping tabs on your finances. Glide turns Google Sheets data into sleek mobile apps. Discover how to start a budget planner from zero, tweak it with key features like income tracking, spending categories, and live analytics. This guide breaks down how to link Google Sheets to Glide, design a user-friendly interface, and adapt the app's functions to suit your budget. Get set to manage your money better with a budget planner tailored just for you in Glide!

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How to create a budget planner in Glide?

Step 1: Set Up Your Glide Account

  1. Head over to Glide and sign up if you haven't already.
  2. Log in to your Glide account.

Step 2: Create a New Project

  1. Click the "+ New Project" button.
  2. Choose "App" and then pick "Google Sheets" or "Excel" as your data source.

Step 3: Prepare Your Data Source

  1. Make a new Google Sheet or Excel workbook for your budget planner.

  2. In your spreadsheet, set up columns for:
       - Date
       - Description
       - Category
       - Amount

  3. Fill in your spreadsheet with some sample data.

  4. Ensure your sheet has a header row with the titles mentioned above.

Step 4: Connect Your Data Source to Glide

  1. Go back to Glide and select your newly created Google Sheet or Excel file.
  2. Glide will auto-generate a basic app layout based on your data.

Step 5: Customize the Layout

  1. Navigate to the "Layout" tab in Glide.
  2. Pick a layout that fits your data, like a list or a table.
  3. Customize the layout by adding components like buttons, text fields, and images.
  4. Under "Add Component," add forms for new entry inputs (Date, Description, Category, Amount).

Step 6: Create Categories List

  1. In your Google Sheet or Excel workbook, create a new sheet named "Categories."
  2. List all the expense categories you want to track.
  3. In Glide, add a relation component to link your Categories sheet to the main budget tracking sheet.

Step 7: Add Entry Form

  1. In Glide, go to your main sheet layout.
  2. Click on the "+ Add Button" component and create a form button.
  3. Set up the form button to add new entries to your main budget tracking sheet.
  4. Add fields in the form for Date, Description, Category (linked to your Categories sheet), and Amount.

Step 8: Visualize Your Data

  1. Under "Add Component," find and add charts or graphs to visualize your spending.
  2. Pick different chart types like pie charts to show category-wise spending or line charts for spending over time.

Step 9: Set Up Filters and Sorting

  1. In the layout settings, add filter options to sort and display data based on different criteria like date or category.
  2. Configure sorting options to view the most recent or the highest expenses first.

Step 10: Test and Publish

  1. Test your budget planner app thoroughly to make sure everything works properly.
  2. Once you're happy with it, click the "Share" button to publish your app.
  3. Share the app link with others or keep it for yourself.

By following these steps, you can create a personalized budget planner in Glide, tailored to your specific financial tracking needs.

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