/flutterflow-tutorials

How to set up a financial or budgeting app in FlutterFlow?

Learn how to set up a financial or budgeting app in FlutterFlow in just 9 easy steps! Experience cloud-based Flutter app design at its finest.

Matt Graham, CEO of Rapid Developers

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How to set up a financial or budgeting app in FlutterFlow?

Step 1: Sign Up for FlutterFlow

The first thing you need to do is visit the official FlutterFlow website and sign up for a new account if you don’t have one. FlutterFlow offers a cloud based visual editor for Flutter. You'll be able to design your application here more easily than coding by hand.


Step 2: Create a new FlutterFlow Project

Once you've signed up and logged in, you should be directed to your Dashboard. This is where you'll see all of your projects.

To create a new project:

  • Click on "New Project" button.
  • In the pop-up window that appears, provide a suitable name for your project, maybe "Financial App" or "Budgeting App".

You will be redirected to your new project's workspace.


Step 3: Define the Structure of Your Financial App

The structure and features of your financial application depend on your personal preferences and the specific financial tasks you want to handle. But there are some common features for financial apps. You can create pages for these common features such as:

  • Transaction Tracking
  • Budgeting
  • Financial Goals
  • Reports

To create a page:

  • Click on the "Add Page" button located in the left side menu.
  • Then type the name of the page in the dialogue box that appears and click on "Create".
  • Repeat the process for all the pages needed in your app.

Step 4: Design Your Pages

Once you have your pages, you can start designing them by dragging and dropping widgets from the menu to the canvas. Widgets are building blocks of your app's UI. To design a page:

  • Select a page from the left side menu.
  • From the Widgets panel on the right, drag a widget and drop it to the desired location on your page.

You should determine the specific widgets you need for each page in your app. For instance, for the Transaction Tracking page, you might need List View, Text and Button widgets to display and add transactions.


Step 5: Set Up the Database

Next, set up the Google Firebase database to store and manage your app's data. Wallet transactions, savings, and monthly budgets can be stored here. To do this:

  • Go to the "Backend" section of FlutterFlow on the left side menu.
  • Click on "Firebase" to connect your app to Firebase. Follow the steps provided by FlutterFlow to set up your Firebase integration.

With integration set, click on the "Collections" tab. Here, you can create collections for the different types of data your app will handle.

For example, you may have "Transactions" collection where each transaction has properties like "amount", "category", "date", etc.


Step 6: Connect Pages to the Database

After setting up the database, connect it to the relevant pages in your app. For instance, the Transaction Tracking page should be able to fetch transactions from the database and display them. To do this:

  • Click on a widget that should interact with data (like a List View widget on your Transaction Tracking page).
  • Then, from the right panel, set the "Data Source" option to the "Transactions" collection in your database.

And so on, connect all relevant widgets/pages to the corresponding collections in your database.


Step 7: Add Interactions

Interactions are actions that happen when users do something like clicking a button or swiping. To add an interaction:

  • Click on a widget that you want to add an interaction to.
  • In the right panel, click "Interactions".
  • Setup the interaction you want to include. For example, when users click on "Add Transaction" button, you can set an interaction to open a form for adding new transactions.

Remember to add interactions where necessary in your application.


Step 8: Preview Your App Locally

It's always good to preview your app to see how it behaves. To preview your app:

  • Click on the "Preview" button in the upper right corner.
  • Follow the instructions given to run the app on your local machine.

Monitor your app, identify and fix any issues that arise.


Step 9: Publish Your App

After testing your app and confirming everything works well, the next step is publishing it. To do that:

  • Go to "Publish" tab in the top right.
  • Follow FlutterFlow's instructions on how to publish your application to Google Play Store or Apple's App Store.

And that’s it! You have successfully set up a financial or budgeting app in FlutterFlow.

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