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LibraryTemplatesFinance App

Template · Finance

Finance App

Ledgerly, a personal finance app: a complete Xcode project with cards, budgets, activity, transfers, widgets and three brand presets.

A personal finance app on four tabs: Wallet, Budget, Activity and Settings. Wallet pushes card details for the card you pay with, and Activity presents a send-money review that confirms with a swipe.

SwiftUIiOS 17.0+Xcode project 1.0.0finance-app

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01

What's inside

The screens this template wires together, in the order someone meets them.

Tabs

Wallet, Budget, Activity and Settings on the App Shell. The front card in Wallet drives its recent activity.

Screen · Finance

Wallet

A wallet of stacked cards and passes you can bring forward, fan out and reorder.

Screen · Finance

Budget

A budget overview around a ring you can scrub, with category limits and period switching.

Screen · Finance

Activity

Account activity grouped by day, with rows that swipe to categorize, split or hide.

Screen · Account

Settings

A settings home with a collapsing profile header, grouped rows, toggles and sign out.

Screen · Navigation

App Shell

The root of a tabbed app: a floating tab bar, a stack per tab and real reselect behaviour.

From the tabs

Card details pushes from Wallet. Send money opens from Activity and confirms with a swipe.

Screen · Finance

Card Details

A card screen with a card that catches the light and flips to its CVV, plus limits and controls.

Screen · Finance

Send Money

A transfer review with the recipient, a huge amount and a slide-to-send control that commits with a haptic.

02

What's included

SwiftUI source you own, built on Apple frameworks only.

  • A card stack whose front card drives the recent activity list
  • A budget ring with category limits and a budget editor
  • Transactions with search, split and undo
  • Card details, and a send-money review with swipe to confirm
  • Settings with security, notifications and linked accounts

Includes

App Shell, Lessons, Wallet, Budget, Activity, Card Details, Send Money, Settings. Installed together, automatically.

In the Build Kit

Personal Finance (brief). Your agent builds around this template in the same design.

03

Implementation notes

How it behaves, what it handles, and the decisions behind it.

FinanceApp puts four screens on the App Shell: Wallet, Budget, Activity and Settings. In Wallet, the card at the front of the stack drives the recent activity list below it, and a card button pushes the card details screen with the Payment Card. Budget is the spending ring with category limits; its Adjust budget action lives in the More menu so nothing stacks on the tab bar. Activity lists transactions with search, split and undo, and its send button presents a money transfer review that confirms with Swipe to Confirm.

Adapting it

  • Sample data: cards and their activity live in WalletStackExample, budget limits in SpendingRingExample, transactions in TransactionRowExample, the card in PaymentCardExample and the transfer in SwipeToConfirmExample. Replace each with your own model and client.
  • Settings: edit the Settings section of FinanceHome at the bottom of FinanceApp.swift.
  • Theme: the tab bar and Settings follow the Design System theme you set on FinanceApp. The finance screens use system styles and follow light and dark appearance.

Notes

  • Not @main: put FinanceApp() in your own WindowGroup.
  • Screens that bring their own NavigationStack in their previews are embedded with wrapsInNavigationStack: false, so pushes land on each tab's stack.

04

Keep building

Pieces that work well next to this one.

Template · Commerce

Subscription App

Cadence, a subscription habit tracker: a complete Xcode project with onboarding, a StoreKit 2 paywall, SwiftData, widgets and three brand presets.

Screen · Finance

Wallet

A wallet of stacked cards and passes you can bring forward, fan out and reorder.

Screen · Finance

Budget

A budget overview around a ring you can scrub, with category limits and period switching.