Jump to content
  • 0

Using Capsio for producing a budget


Mahmood
 Share

Question

Hi,

I have just signed up and am exploring using Capsio to produce some financial and business tools and resources.  One of these is a personal budget app to help individuals manage their personal finances.  As a heads up I am an accountant (if that matters) - I would normally provide users with an excel file where they could put in their expected household income and expenses, and another column would be where they monitor what is actually happening.  I want to emulate and enhance the user experience, and am thinking (but not sure how) that Capsio would be ideal. Any advice, tips, what to do, links to videos really appreciated - assume no technical knowledge on my side, and I am happy if baby words used to me.      Alternatively, or in addition to is there a (paid for) community of Capsio develoeprs.
Regards, Mahmood

Link to comment
Share on other sites

5 answers to this question

Recommended Posts

  • 0

Hi @Mahmood that is such a nice idea! I'm thinking you'll need a lot of calculations for that. Hopefully these helps and give you an idea on how you can start ;)

https://howto.caspio.com/datapages/datapage-components/calculated-values/

https://howto.caspio.com/tables-and-views/data-types/formula-fields/

https://howto.caspio.com/function-reference/ 

https://howto.caspio.com/getting-started-videos/

I'm really excited for you to develop the app you have in mind. 

All the best of luck!

LOEY

Link to comment
Share on other sites

  • 0

@Mahmood, one of the best things you could do for just starting out is to head over to the Ready Made Apps and ask to get one downloaded to your account. I suggest one of the more simple ones. It doesn't necessarily have to match your workflow above, but it is a nice way to understand how different forms/reports/pages are built and give you ideas you can use for your own.  

Also, search for Caspio on YouTube, as there are a ton of nice videos that can help get you started.

Link to comment
Share on other sites

  • 0
4 hours ago, kpcollier said:

@Mahmood, one of the best things you could do for just starting out is to head over to the Ready Made Apps and ask to get one downloaded to your account. I suggest one of the more simple ones. It doesn't necessarily have to match your workflow above, but it is a nice way to understand how different forms/reports/pages are built and give you ideas you can use for your own.  

Also, search for Caspio on YouTube, as there are a ton of nice videos that can help get you started.

Appreciate the comments and you taking the time to reply.  .  I had an initial look before and couldn't see one that was a financial calculation based one, agreed on the nice videos out there  - looking through them and trying to understand the basics.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.

Guest
Answer this question...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
 Share

×
×
  • Create New...