Personal Finance/Project Management Power Apps
Budget: ₹1,500 – ₹12,500 INR
Personal Finance Management App – Detailed Requirement Document
Project Summary
I am building a Personal Finance Management App using Microsoft Power Apps (Canvas App). The goal is to create a fully responsive, modular, and data-driven personal finance app that stores data in SharePoint Lists. I have already built 60% of a Project Management App based on a YouTube tutorial and need help completing and enhancing it, while also building the Finance App from scratch.
This project requires a skilled Power Apps developer experienced in responsive design, UX/UI layout, SharePoint list integration, reusable components, and logic-heavy screen design with minimal user input.
Deliverables
Fully functional Power Apps Canvas App (mobile + desktop responsive)
Modular screen layouts for each feature
Integrated SharePoint Lists backend with clear data schema
Responsive layout across devices using 12-column grid
Integrated and enhanced Project Management App (with calendar view)
Clean, intuitive UI in a modern blue and white theme (Neon Lagoon)
Reusable components: navigation, galleries, cards, drawers, forms
Short documentation or walkthrough video for handover
Functional Modules to Implement
1. Dashboard
Display key finance metrics (KPIs): total expenses, income, upcoming bills, budget vs. actual
Charts: Donut, bar, and line charts
Clickable KPI cards open right-side drawer with detailed view
2. Finance Hub
Add/view/edit transactions (credit/debit)
Track account balances, EMIs, transfers
Handle multiple account types: Bank, Wallets, UPI, Credit Cards
EMI split by month per credit card
Internal transfers (e.g., wallet → bank)
3. Shopping & Wishlist
Add shopping items with name, price, category, status (Pending/Purchased)
List and group by category or price
Ability to mark items as purchased or removed
4. Password Vault
Securely store passwords with masked view and unmask toggle
Show version history via SharePoint (auto-enabled)
Track created/updated metadata, owner
5. Document Vault
Upload and tag financial documents (bills, receipts, etc.)
Fields: Name, Type, Uploaded Date, Notes, Owner
Download or preview capability
Filterable by tags, category, and time
6. Loans & Family
Manage personal loans, borrowed/lent amounts, interest if applicable
Associate with friends or family members
Track recurring payments, repayment status, and due dates
7. Learning Hub
Store finance-related notes, bookmarks, and study content
Categorize by topic or tag
Simple editor with last updated timestamps
8. Master Data (List Manager)
View/edit all SharePoint Lists (Accounts, Categories, Tags, Labels)
Tabular layout with Add, Edit, Delete, Filter options
Enable/Disable (Active/Inactive) toggle for reference lists
9. Weight & Food Management (NEW)
Log weight changes over time and show trend lines
Maintain a simple food diary or daily diet plan
Categorize food as Low Carb, High Protein, etc.
Optionally associate with expense (e.g., meal cost)
10. Investment Tracker (NEW)
Track mutual funds, stocks, SIPs, NPS, etc.
Fields: Type, Fund Name, Investment Amount, Date, Returns
Optional integration with Google Sheets for live NAV/feed if feasible
Show visual charts of portfolio value and category-wise split
Notifications & Automation
Add a quick reminders screen for user tasks and deadlines
Push/email notifications for upcoming dues, SIP dates, bills, and renewals
Optionally integrate Power Automate for alerts or scheduled triggers
Notification banner on dashboard for critical actions
Screens to Update in Existing Project Management App
Based on this YouTube Playlist, 60% of the Project Management Dashboard is already built.
Pending Work:
Create a new custom home screen
Add commenting feature inside project/tasks
Add a calendar view similar to Gantt chart (monthly task timeline)
UI/UX Layout & Design Guidelines
Desktop Canvas: 1366x768px
Mobile Canvas: 375x812px
Grid: 12-column layout
Max width: 1200px, Gutter: 20px (desktop), 16px (mobile)
Theme: Neon Lagoon (blue and white)
Color Codes
Element Hex
Primary #009CDC
Secondary #82CEFC
Success #1AAB40
Warning #D9B300
Danger #D64554
Text Primary #252423
Text Secondary #4C4C4C
Border #E5E7EB
Background #FFFFFF
Typography
Font: Segoe UI
Sizes:
Labels: 12px
Inputs: 14px
Headers: 16px+
Behavior & Animations
Hover/click animations for all buttons and tables
Right-side drawers slide in for Add/Edit forms
Loading skeleton screens for each module
Bottom navigation bar for mobile; top/side nav for desktop
Data Handling & Auto-Population
Auto-fill common fields where possible:
Date & time
Logged-in user’s name and email
Latitude/Longitude (if GPS available)
Lookup values from master lists
Created/modified by
SharePoint version history for audit trails (no need for SCD2 logic)
Output Requirements
Exported .msapp Power Apps Canvas App
All data tied to SharePoint Lists
Fully responsive across screen sizes
Handover documentation or video walkthrough covering:
How to manage data
Navigation and screen logic
Components and formulas
Optional Enhancements (Bonus)
Power Automate for notifications/reminders
Backup export to Excel/Google Sheets
Table pagination for large datasets
Filtering and grouping in tables and galleries
Investment data refresh from Google Sheet (if available)
Final Notes
This app should feel modern, user-friendly, and fast. Minimize clicks, reuse components, and keep the UI minimal yet elegant. Developer must be confident in handling SharePoint backend, Power Apps responsiveness, and reusable design principles.
If any module or feature isn’t feasible , please specify in advance. so we can plan alternative for it
https://preview--neon-lagoon-finance-hub.lovable.app/
Project Summary
I am building a Personal Finance Management App using Microsoft Power Apps (Canvas App). The goal is to create a fully responsive, modular, and data-driven personal finance app that stores data in SharePoint Lists. I have already built 60% of a Project Management App based on a YouTube tutorial and need help completing and enhancing it, while also building the Finance App from scratch.
This project requires a skilled Power Apps developer experienced in responsive design, UX/UI layout, SharePoint list integration, reusable components, and logic-heavy screen design with minimal user input.
Deliverables
Fully functional Power Apps Canvas App (mobile + desktop responsive)
Modular screen layouts for each feature
Integrated SharePoint Lists backend with clear data schema
Responsive layout across devices using 12-column grid
Integrated and enhanced Project Management App (with calendar view)
Clean, intuitive UI in a modern blue and white theme (Neon Lagoon)
Reusable components: navigation, galleries, cards, drawers, forms
Short documentation or walkthrough video for handover
Functional Modules to Implement
1. Dashboard
Display key finance metrics (KPIs): total expenses, income, upcoming bills, budget vs. actual
Charts: Donut, bar, and line charts
Clickable KPI cards open right-side drawer with detailed view
2. Finance Hub
Add/view/edit transactions (credit/debit)
Track account balances, EMIs, transfers
Handle multiple account types: Bank, Wallets, UPI, Credit Cards
EMI split by month per credit card
Internal transfers (e.g., wallet → bank)
3. Shopping & Wishlist
Add shopping items with name, price, category, status (Pending/Purchased)
List and group by category or price
Ability to mark items as purchased or removed
4. Password Vault
Securely store passwords with masked view and unmask toggle
Show version history via SharePoint (auto-enabled)
Track created/updated metadata, owner
5. Document Vault
Upload and tag financial documents (bills, receipts, etc.)
Fields: Name, Type, Uploaded Date, Notes, Owner
Download or preview capability
Filterable by tags, category, and time
6. Loans & Family
Manage personal loans, borrowed/lent amounts, interest if applicable
Associate with friends or family members
Track recurring payments, repayment status, and due dates
7. Learning Hub
Store finance-related notes, bookmarks, and study content
Categorize by topic or tag
Simple editor with last updated timestamps
8. Master Data (List Manager)
View/edit all SharePoint Lists (Accounts, Categories, Tags, Labels)
Tabular layout with Add, Edit, Delete, Filter options
Enable/Disable (Active/Inactive) toggle for reference lists
9. Weight & Food Management (NEW)
Log weight changes over time and show trend lines
Maintain a simple food diary or daily diet plan
Categorize food as Low Carb, High Protein, etc.
Optionally associate with expense (e.g., meal cost)
10. Investment Tracker (NEW)
Track mutual funds, stocks, SIPs, NPS, etc.
Fields: Type, Fund Name, Investment Amount, Date, Returns
Optional integration with Google Sheets for live NAV/feed if feasible
Show visual charts of portfolio value and category-wise split
Notifications & Automation
Add a quick reminders screen for user tasks and deadlines
Push/email notifications for upcoming dues, SIP dates, bills, and renewals
Optionally integrate Power Automate for alerts or scheduled triggers
Notification banner on dashboard for critical actions
Screens to Update in Existing Project Management App
Based on this YouTube Playlist, 60% of the Project Management Dashboard is already built.
Pending Work:
Create a new custom home screen
Add commenting feature inside project/tasks
Add a calendar view similar to Gantt chart (monthly task timeline)
UI/UX Layout & Design Guidelines
Desktop Canvas: 1366x768px
Mobile Canvas: 375x812px
Grid: 12-column layout
Max width: 1200px, Gutter: 20px (desktop), 16px (mobile)
Theme: Neon Lagoon (blue and white)
Color Codes
Element Hex
Primary #009CDC
Secondary #82CEFC
Success #1AAB40
Warning #D9B300
Danger #D64554
Text Primary #252423
Text Secondary #4C4C4C
Border #E5E7EB
Background #FFFFFF
Typography
Font: Segoe UI
Sizes:
Labels: 12px
Inputs: 14px
Headers: 16px+
Behavior & Animations
Hover/click animations for all buttons and tables
Right-side drawers slide in for Add/Edit forms
Loading skeleton screens for each module
Bottom navigation bar for mobile; top/side nav for desktop
Data Handling & Auto-Population
Auto-fill common fields where possible:
Date & time
Logged-in user’s name and email
Latitude/Longitude (if GPS available)
Lookup values from master lists
Created/modified by
SharePoint version history for audit trails (no need for SCD2 logic)
Output Requirements
Exported .msapp Power Apps Canvas App
All data tied to SharePoint Lists
Fully responsive across screen sizes
Handover documentation or video walkthrough covering:
How to manage data
Navigation and screen logic
Components and formulas
Optional Enhancements (Bonus)
Power Automate for notifications/reminders
Backup export to Excel/Google Sheets
Table pagination for large datasets
Filtering and grouping in tables and galleries
Investment data refresh from Google Sheet (if available)
Final Notes
This app should feel modern, user-friendly, and fast. Minimize clicks, reuse components, and keep the UI minimal yet elegant. Developer must be confident in handling SharePoint backend, Power Apps responsiveness, and reusable design principles.
If any module or feature isn’t feasible , please specify in advance. so we can plan alternative for it
https://preview--neon-lagoon-finance-hub.lovable.app/