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Template · Finance

Finance App SwiftUI Template

Ledgerly, a personal finance app: a complete Xcode project with cards, budgets, activity, transfers, widgets and three brand presets. 20 screens and 4 flows in Ledgerly, as a SwiftUI app template.

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.

  • SwiftUI
  • iOS 17.0+
  • Xcode project 1.0.0
  • finance-app
20 Screens4 Flows
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01

Flows

Complete journeys through Ledgerly, from first launch to sign out, screen by screen. Open one to play it, or choose any screen to start there.

The first 3 steps of every flow are open. Pro opens every screen of every template, live in each style, and the SwiftUI to build them.

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01 · Onboarding

First Run

From the welcome pages through alerts, Sign in with Apple and Ledgerly Plus to the Wallet tab.

7 Screens12 Steps
Play the flow
  1. 01Every Account
  2. 02A Budget That Keeps Up
  3. 03Send With A Swipe
  4. 04Allow Alerts
  5. 05Allow Notifications
  6. 06Alerts Are On
  7. 07Sign In
  8. 08Sign In With Apple
  9. 09Ledgerly Plus
  10. 10Start The Trial
  11. 11Unlocked
  12. 12Wallet

02 · Core Journey

Cards And Budgets

From the balance on Wallet to the card you pay with, then this month's budget, a category and its limit.

5 Screens12 Steps
Play the flow
  1. 01Wallet
  2. 02Hide Balances
  3. 03Cards
  4. 04Card Details
  5. 05Show Number
  6. 06Freeze Card
  7. 07Budget
  8. 08Categories
  9. 09Dining
  10. 10Adjust Limits
  11. 11Raise A Limit
  12. 12Budget, Updated

03 · Core Journey

Split And Send

Split a shared purchase in Activity, then send money to a friend with a swipe and keep the receipt.

5 Screens14 Steps
Play the flow
  1. 01Activity
  2. 02Filter By Category
  3. 03Swipe A Purchase
  4. 04Split
  5. 05Three People
  6. 06Split Saved
  7. 07Send Money
  8. 08Amount
  9. 09Type The Amount
  10. 10Review
  11. 11Swipe To Send
  12. 12Sending
  13. 13Receipt
  14. 14Back In Activity

04 · Profile And Settings

Profile And Settings

The Face ID lock, linked accounts and the theme in Settings, then Ledgerly Plus and signing out.

6 Screens13 Steps
Play the flow
  1. 01Settings
  2. 02Require Face ID
  3. 03Locked
  4. 04Unlock With Face ID
  5. 05Linked Accounts
  6. 06Theme
  7. 07Unlock With Plus
  8. 08Unlocked
  9. 09Every Theme
  10. 10Plus
  11. 11Sign Out
  12. 12Signing Out
  13. 13Back To The Start

02

Screens

Every screen in Ledgerly, 20 in all, each a SwiftUI view in the Xcode project. In Studio, Graphic and Editorial, light and dark.

First run

Welcome, permissions and the questions that set the app up.

Account and subscription

Sign in, verification and the paywall.

  • Sign In

    Sign in with Apple to keep budgets, categories and notes in sync, or continue without an account.

  • Ledgerly Plus

    Start a seven-day trial of the yearly plan, or pick monthly, to link every account, add custom categories, export CSV and unlock every theme.

    Built onPaywall

Tabs

Where the app opens, one screen per tab.

  • Wallet

    See the total balance, this month's money in and out, what is safe to spend, the card stack and every account.

    Built onWalletApp ShellLessons

  • Budget

    Read the month's spending ring by category around what is left to spend, then every category against its limit.

    Built onBudgetApp ShellLessons

  • Activity

    Browse every transaction by day with search and category chips, and swipe a row to categorize, split or hide it.

    Built onActivityApp ShellLessons

Details and sheets

What the tabs push and present.

  • Card Details

    Reveal the card number, turn the card to its security code, freeze it, and check the credit used and this month's purchases.

    Built onCard Details

  • Category

    One category's month on its own block, spent against the limit, with every transaction behind the number.

  • Adjust Limits

    Step each category's monthly limit up or down, with the monthly budget as their sum.

  • Split

    Split a purchase evenly between two to six people, you included, and see each share.

  • Send Money

    Pick who to pay from recent people or every contact, or search by name, phone or handle.

  • Amount

    Type the amount on the keypad, choose the account it comes from and add a note.

  • Review

    Check who, how much and from where, swipe to send, and keep the receipt.

    Built onSend Money

Profile and settings

The account, preferences, the subscription and sign out.

  • Settings

    Manage Ledgerly Plus, the Face ID lock, hidden balances, alerts, linked accounts, the theme and your data, and sign out.

    Built onSettingsApp ShellLessons

  • Locked

    With Require Face ID on, Ledgerly covers itself until Face ID or the passcode unlocks it.

  • Linked Accounts

    See the outside accounts Ledgerly reads, unlink one, or link more with Ledgerly Plus.

  • Theme

    Choose Studio, Graphic or Editorial and the appearance; the free plan keeps Studio and Plus unlocks the rest.

03

Built from the library

The library screens this template wires together, in the order someone meets them. Each one installs on its own too.

Tabs

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

From the tabs

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

04

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.

05

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.

06

Keep building

Pieces that work well next to this one.