How to build

How to Build Personal Finance Tracker on Webflow, Wized, and Xano

A personal finance tracker helps users manage their budgets, expenses, and financial goals. Using Webflow, Wized, and Xano, you can develop a secure, user-friendly app for managing personal finances.

In this guide, I’ll walk you through the steps to bring your vision for Personal Finance Tracker to life using Webflow, Wized, and Xano.

User Flow and Project Scope

To kick things off, we need to set a clear scope and requirements. I recommend creating a user flow that maps out the main app functions and core business logic. This way, we’re clear on the size and complexity of the project from the start.
After defining the flow, we’ll compile everything into a Product Requirements Document (PRD). This document will outline what’s included in the first version and what isn’t, so we stay aligned and keep things moving smoothly.

Typical users for your Personal Finance Tracker

Users: Individuals tracking their finances.
Admins: Ensure platform security and data accuracy.

To ensure the app functions well, we’ll include these essential flows:

Main user flows for your Personal Finance Tracker

App User Main Flows

Expense Logging: Users input income and expenses.
Budgeting: Users set monthly budgets and goals.
Analytics: Provides reports on spending and savings trends.

Client App (If Applicable)

Goal Tracker: Helps users monitor progress towards financial goals and savings targets.

Intranet (Internal App for Managing Flows)

Admin Dashboard: Ensures data accuracy and app security.
Financial Analytics: Provides insights into user trends and spending patterns.

Database Structure on Xano

To build an efficient and scalable Personal Finance Tracker, we’ll design a flexible database structure on Xano. Even if not all features are in the initial version, this structure will make it easier to expand and adapt as the app grows.

UX & UI Design

Once we’re clear on the scope and user flows, we’ll start with wireframes to visualize how each flow looks in the app. After the wireframes are approved, we’ll select a design direction and build high-fidelity visuals. By leveraging Webflow’s capabilities, we’re not limited in creating interfaces that look fantastic in production.

Frontend Development in Webflow

Webflow gives us a powerful platform for frontend development, allowing us to achieve pixel-perfect design and faster results compared to traditional development methods. Using Webflow’s visual editor for HTML and CSS, we’ll speed up the build process while maintaining flexibility.

wEBFLOW DEVELOPMENT FOR tWIRL BY PRODULIS

API and Logic Creation in Xano

Once the planning is complete, or even alongside frontend development, we’ll build the app’s core logic in Xano. Here, we’ll create the APIs to connect the backend with the frontend securely. Xano’s visual interface supports everything from database management to API creation and server-side logic, so we can handle complex workflows as needed.

Connect Frontend and Backend with Wized

Wized allows us to bring all the business logic, workflows, and APIs created in Xano into the Webflow frontend. Wized supports both visual JavaScript development and custom code if needed, giving us flexibility to include standard JavaScript libraries and meet specific requirements.

Quality Assurance Process

Quality assurance is essential to make sure everything works perfectly before launch. Our team will do thorough testing, and I encourage you to participate in the review as well. This way, we can ensure the app meets your expectations and provides a smooth experience for your users.

Conclusion

Creating Personal Finance Tracker involves more than just putting features together—it’s about building something scalable, efficient, and secure. By following this structured development process and using tools like Webflow, Wized, and Xano, we’ll have a strong foundation. Working with experienced professionals and prioritizing QA will ensure the app’s success. Check out our case studies to see similar projects we’ve brought to life and what’s possible for your vision.

Case Study, Twirl

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"If you work with Produlis, you will not look back."

Lara Stallbaum

Founder, Twirl