Using Capsio for producing a budget

[Mahmood]

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

[ParkLoey]

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

[Mahmood]

Hi Loey,
I appreciate the reply and good wishes.
I will take a look at what you have sent, and once again thanks for the feedback.

Regards

Mahmood
 
 

[kpcollier]

@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.

[Mahmood]

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.

[astroboy]

Hi there, I'm not quite sure if this is similar to what you are trying to achieve, but this might somehow help with your application:

https://www.caspio.com/how-to-videos/expense-reporting-application-overview/

Cheers!

[NailDyanC]

Hi, just to update this post. Caspio now launches its New Youtube series(?) I find this very interesting.  It is called  Caspio Labs. And the Livestream is every Monday! This is a great help for us users of Caspio to learn how to transform Excel data into immersive web dashboards. This also help us level up our Caspio skills with development tips and personal coaching straight from the platform specialist and their technical evangelist.

What I also love about this is they always tackle new topic every week. I also suggest to subscribe to their YouTube channel to be automatically notified. 

 

 

[Flowers4Algernon]

Hello! This video should also be helpful: