Guides

Create an Expense Tracker with Excel and Glide

Track your daily expenses by creating a simple but powerful app using Glide and Excel.

Jack, Content Lead / July 2022

In this guide, we're going to build a simple app to track our daily expenses.

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We already have an Excel file with some transactions. This is great, but logging and viewing these in an app would be much more fun.

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So let's create one!

We'll start a new project in Glide and upload this Excel file as our data source.

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Glide creates a basic App as a starting point and if we look in the Data Editor, we can see and edit our 2x Tables.

 
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The ‘Categories’ table is there to help us create reports. We don’t need to use it in our project, for now, so we’ll remove the Tab that Glide created for it.

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Glide has automatically created a list for us based on the data in our table.

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We can choose different styles for this list. Because this is an app to track our expenses over time — let's use the calendar layout.

We’ll configure this list to show the category, the date, and the amount we spent, and then sort the list to show the newest items first

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Now we’ll enable adding to this list. This creates a form screen.

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Glide has added entry fields on this screen to match the columns in our table, and it’s almost perfect! Let’s add an image picker component and link the component to the image column in our table.

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Before submitting this expense, we want to be able to categorize it.

Currently, we have a field that we are just typing any value we want into. But we have a set number of specific categories that we want to use. These are in our categories table.

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We really don’t want to type a category each time — it would be much better if we could just pick one from a list. The best way to do this is to add a choice component and make it read from the Categories table.

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The choice component needs a list of items for the choices — and a location where the choice will be written to.

We'll link the choice component to the ‘Name’ column in our ‘Categories’ table and make sure it’s writing to the ‘Category' column in our ‘Transactions’’ table.

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Let's test this now by adding a new transaction. Perfect, let's click on the new item we added.

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We now see all the details of this transaction. Glide has added some basic components for us — based on the columns in our table. But we can change and customize this screen however we like.

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Let's keep the image and remove everything else.

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The basic table component is really good at showing lots of values neatly and compactly. Let's add this and configure it to show all the details we want to see.

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There’s a lot more we could do with this screen, but for now — let’s keep it as is.

One final thing we can do to enhance this app is to add a chart. Let's create a new tab and call it "Summary."

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We'll choose the details layout, delete all the components and add a chart component.

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We’ll make sure the chart is connected to the data in the ‘Transactions’ table and choose a pie chart as the style.

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We want the pie chart to show the spending for different categories, so we’ll choose the category as the label and the amount spent as the quantity.

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Perfect!

Learn how to create your own expenses tracker.

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