Glide

How to create a personal finance tracker in Glide?

Discover how to easily build your own personal finance tracker using Glide's step-by-step guide. Keep an eye on your spending habits, manage your budget, and track expenses with ease.

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Overview

Creating a personal finance tracker in Glide makes it a breeze to keep tabs on your income, spending, and savings. Glide, known for being a no-code app builder, takes the hassle out of things by letting you transform a Google Sheet into a fully functional mobile app. Begin by organizing a Google Sheet with labeled transaction categories, and then connect it to Glide. Use Glide’s user-friendly design tools to create your app's interface, incorporating features like charts for visual snapshots of your finances. This approach gives you the power to tailor your tracker to meet your specific financial objectives and routines, all without needing any coding know-how.

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How to create a personal finance tracker in Glide?

Step 1: Sign Up and Log In

Head over to the Glide website. If you don't have an account yet, sign up. Once you're in, log in to your account.

Step 2: Start a New Project

After logging in, hit the "New Project" button. Choose "App" as the type of project you want to create.

Step 3: Choose a Data Source

For tracking your personal finances, pick "Google Sheets" as your data source. You'll need to connect your Google account and either select an existing sheet or create a new one for your finance data.

Step 4: Set Up Your Google Sheet

Open up your Google Sheet and set up these columns to track your finances:

  • Date
  • Description
  • Category
  • Amount
  • Type (Income or Expense)

Add some sample rows so you have data to preview in Glide.

Step 5: Build Your App Layout

Head back to Glide, and you should see your Google Sheet data. Customize your app layout by dragging and dropping different components like lists, tiles, and charts to show your finance data.

Step 6: Add Entry Form

To make data entry a breeze, add a form button:

  • Right-click on your "Transactions" screen and select "Add Form Button".
  • Customize the form fields to match the columns in your Google Sheet (Date, Description, Category, Amount, Type).
  • Set the submission action to add a new row to your Google Sheet.

Step 7: Create Summary Statistics

Add some handy summary statistics to keep track of your financial status:

  • Add a "Text" component to display total income, total expenses, and net balance.
  • Use Glide's "Computed Columns" and "Rollup" feature in the Data Editor to calculate these values from your transactions.

Step 8: Customize the Design

Make your app look awesome:

  • Go to the "Design" tab and pick a theme or customize your app's colors, fonts, and icons.
  • Organize your home screen and menus for easy navigation.

Step 9: Test Your App

Preview your app on different devices to make sure everything works as expected:

  • Use the "Preview As" feature to simulate different screen sizes.
  • Test the form, check the data display, and ensure the calculations are correct.

Step 10: Publish Your App

Once you're happy with your app, click the "Publish" button:

  • Share the generated link with your device to start using your personal finance tracker.
  • Optionally, customize the app URL for easier access.

Step 11: Maintain and Update

Keep your app and Google Sheet in sync:

  • Regularly update your app based on feedback or new requirements.
  • Add new features or automate processes using Glide's integration options.

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