# How can I set a transaction function for a personal financial app **URL:** \ **Category:** Ask for Help\ **Created:** [December 29, 2024, 2:58pm UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845 "2024-12-29T14:58:52Z")\ **Posts on this page:** 13\ **Page:** 1
**Author:** ![Personal](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/personal/32/83417_2.png) [@Personal](https://community.glideapps.com/u/Personal)\ **Post date:** [December 29, 2024, 2:58pm UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/1 "2024-12-29T14:58:52Z")
Hey! I’m creating an app to manage personal finances. I want this app to have several accounts in which people can see how much they in each account like 3 different banks. I wonder how can I make a function in which I transfer money from one account to the other. Keep in mind that this must be manually only in the app no in the real bank account. ---
**Author:** ![MaximeBaker](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maximebaker/32/80877_2.png) [@MaximeBaker](https://community.glideapps.com/u/MaximeBaker)\ **Post date:** [December 29, 2024, 5:34pm UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/2 "2024-12-29T17:34:14Z")
You make use workflow to create a transaction entry, then increment one account and decrement the other based on the provided value the user enter in the transaction form. Including: - Amount - Currency (if needed) - From account - to account - message (if needed) - transaction status (pending / completed when workflow is completed) - date and time of insertion. ---
**Author:** ![Personal](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/personal/32/83417_2.png) [@Personal](https://community.glideapps.com/u/Personal)\ **Post date:** [December 29, 2024, 10:08pm UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/3 "2024-12-29T22:08:22Z")
Thank you so much! I just would like to know how to set what you are telling me! like a step by step if possible since I am a beginner. If not I really appreciate your help ---
**Author:** ![MaximeBaker](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maximebaker/32/80877_2.png) [@MaximeBaker](https://community.glideapps.com/u/MaximeBaker)\ **Post date:** [December 29, 2024, 10:17pm UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/4 "2024-12-29T22:17:13Z")
Of course! Lets meet up! ---
**Author:** ![Personal](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/personal/32/83417_2.png) [@Personal](https://community.glideapps.com/u/Personal)\ **Post date:** [December 29, 2024, 10:17pm UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/5 "2024-12-29T22:17:44Z")
Sure! How do we do it? ---
**Author:** ![MaximeBaker](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maximebaker/32/80877_2.png) [@MaximeBaker](https://community.glideapps.com/u/MaximeBaker)\ **Post date:** [December 29, 2024, 10:17pm UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/6 "2024-12-29T22:17:57Z")
Dm sent. ---
**Author:** ![davidaas](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/davidaas/32/83427_2.png) [@davidaas](https://community.glideapps.com/u/davidaas)\ **Post date:** [December 30, 2024, 6:43am UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/7 "2024-12-30T06:43:25Z")
Thanks for sharing[.](https://applebeeshappyhours.us/) ---
**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\ **Post date:** [December 31, 2024, 12:29am UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/8 "2024-12-31T00:29:42Z")
So does this data link to your real bank account at all? Or is this just for personal planning and should not affect the real money in any ways? ---
**Author:** ![MaximeBaker](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maximebaker/32/80877_2.png) [@MaximeBaker](https://community.glideapps.com/u/MaximeBaker)\ **Post date:** [December 31, 2024, 12:43am UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/9 "2024-12-31T00:43:50Z")
Everything is manual as he said. So no touch to real money 🙂 ---
**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\ **Post date:** [December 31, 2024, 12:50am UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/10 "2024-12-31T00:50:15Z")
Then I assume a form would do the job? ---
**Author:** ![MaximeBaker](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maximebaker/32/80877_2.png) [@MaximeBaker](https://community.glideapps.com/u/MaximeBaker)\ **Post date:** [December 31, 2024, 1:07am UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/11 "2024-12-31T01:07:42Z")
Exactly! In addition to the transaction log and the calculation in the bank amount number column. @Personal could you share what you did please, so others with same use case can have information on how to implement it? ---
**Author:** ![Personal](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/personal/32/83417_2.png) [@Personal](https://community.glideapps.com/u/Personal)\ **Post date:** [December 31, 2024, 2:09am UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/12 "2024-12-31T02:09:40Z")
Hey! Well, the solution I did was making 2 separate functions. 1st I set a form to decrement the amount of money from 1 account and then another form to add the same amount in the other account. This process isn’t the most appropriate but since is only for my personal use it does the work. ---
**Author:** ![MaximeBaker](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/maximebaker/32/80877_2.png) [@MaximeBaker](https://community.glideapps.com/u/MaximeBaker)\ **Post date:** [December 31, 2024, 2:21am UTC](https://community.glideapps.com/t/how-can-i-set-a-transaction-function-for-a-personal-financial-app/78845/13 "2024-12-31T02:21:06Z")
Glad to know that it works!