Budget Tracker App Using Microsoft PowerApps

Before reading this article, please go through the article links given below.

Budget Tracker app is one of the templates in PowerApps. In this template, we can create the Budget for our organization or our personal life. You can edit the required data with the help of many functions in this template.

We delete all the sample data.
We add the data in the forms.
We can use the camera options in this template.

Now, let's start building the Budget Tracker apps without writing a single line of code, using Microsoft PowerApps.

Benefits of creating an app using templates

There are many ways to create an app from your data or from scratch. However, using templates gives you some advantages.

There are pre-built layouts and color schemes for different app screens that you can directly use or clone.
We learn how controls are being configured for common actions, such as how to submit data from a form by clicking on a button, how to transition from one app screen to the other, how to show a list of items from my data, etc.
We can see how data flows in and out of your app and how to wire up your data source to your app.
We can set how camera or GPS are being integrated into your app.

Developer Requirements

Download PowerApps from the Windows Store.

Follow the below steps to build a PowerApp using Budget Tracker Template.

Step 1 - Log into the PowerApps

After downloading the PowerApps from the Windows Store, here, we need Microsoft related organization’s Office 365 ID or (MSDN, Microsoft, Skype, Office 365 etc.) to login with it.

Step 2 - Create a New app in PowerApps

After Login, we can see the Dashboard. There, click on the New button.

Step 3 - Choose the Template

Now, choose the Template.

Now, you can see a number of templates displayed on the screen. Click on the Budget Tracker Template and click use.

Step 4 - Designing the app

Now, let's start designing the app. On the left side, we can see the individual screens for changing our data in templates. On the right side, we see the list of Layouts. On the top, we see the formula bar where properties that you select for the screen, are displayed.

Step 5 - Run the app.

Screen 1 – Home Screen

Step 6 - Remove the sample data in the Template

We can remove sample data from the app that we created from a template. For example, I have created and saved an app from the 'Budget Tracker' template.

Run the app and use the delete functionality within the app, to remove the sample data. On the home screen of 'Budget Tracker', select a budget that comes from sample data, such as 'Team events at Contoso'.
Click on "Trash can" at the top right corner, to delete the budget.
Here, click Yes to delete the budget

Repeat this process until all budgets are deleted.

Step 7 - Adding our data in the Template

Now, we add the budget to the template.

Click on the Budget Tracker "+" symbol.
Enter the budget details and amount. Then, click on the Save button.
Now, the Budget is added to the Main Page.
Now, October Month Budget will open. There, click on the Add Expenses and add the Expenses with Bill.
Enter the details and click on the Add Receipt.
Now, the "Camera" option is ON for snapping the receipt.
Now, save the Expenses.
Now, the Expenses are added to the October Month Budget.

Likewise, you added the remaining Expenses.

Step 8 - Deleting the Expenses

Click on the delete button in the Expense and delete the Expense.

Step 9 - Change the App Settings

Click on the File Menu and spot the App Settings. Here, change the App Name, Icon, and Color of the app. Then, save the app.

Conclusion

I hope, you understood how to develop Budget Tracker app, using Microsoft PowerApps and how to run it.

3 Comments

Join the conversation! Your thoughts help the community grow.

Job kochu7y ago
If(EditForm1.Mode=New,Department,Department)
Job kochu7y ago
I created a simple canvas power app with excel as a data source. for example there are 2 drop downs like employee name and department. i saved the name and department.but when i go to the edit view the dropdown values are not showing the saved values. if this is the case if i have more dropdowns i need to update all the dropdowns and save again.
Peter Sprague8y ago
Alagunila - where is the data that is displayed in the PowerApp app you showed here stored?