PowerApps Example – Create a Bank Account Statement

In this PowerApps tutorial, we will see a PowerApps example, how to create a bank account statement using Microsoft PowerApps.

The PowerApps bank account statement App will appear like below:

Powerapps canvas app example

PowerApps Example – Bank Account Statement App

In this PowerApps app, I have created a transaction history list that will keep all information about customer’s every transaction.

When the transaction happens, I am generating a unique reference number that will help you in the future as a tracking reference.

So here when customers log in to the bank apps, the customer account number will by default selected a drop-down list. If you have multiple account numbers then it will give you an option to select the account number in which you want to see the transaction history.

In this app, I am showing the last 10 transactions which happened recently with date and time. You can also easily track each transaction when it credited and debited.

Lets start the implementation how to achieve this.

Steps to Create a Bank account statement in PowerApps

Step 1: Log in to your PowerApps site -> Create a canvas app -> Open your new screen where you have to design this page.

Step 2: Next login to the SharePoint Online site and create a SharePoint List called Money Transaction history List with the below column.

  • From Account Number
  • To Account Number
  • Transaction Date
  • Amount to transfer
  • Reference Number
  • Remarks
  • Created
  • Created By
powerapps example

Step 3: Next go to the Data Source in PowerApps and connect your SharePoint list with PowerApps.

PowerApps data source

Step 4: Next drag and drop a blank Vertical gallery control in your from.

PowerApps gallery control example

Step 5: Next we have to connect the data Source which we have connected recently. So click on the gallery control and go to the item property and add the below formula.

Note: Here Title column= From Account Number and

vAcountNumber = My Global variable where I am storing my account number after customer login to the bank application.

In this formula, I am fetching both From Account Number and To Account number where the logged-in Account current number exists.

So here the simple logic is, When I transfer the amount to another account, then the from Account we can consider as debited account, and To Account, we can consider as Credited Account. So the same logic I have implemented here.

PowerApps filter example
FirstN(Sort(Filter('Money Transfer History', Title=vAccountNo Or ToAccount=vAccountNo), Created, Descending),10)

Step 5: Next click on the edit option in the gallery and add four label.

  • lbl Date
  • lbl ReferenceNumber
  • lblAmountToTransfer
  • lblStatus
PowerApps example
PowerApps example
Create a canvas app powerapps example

Step 6: Next select the lblDate and go to the Text property and add the below formula.

powerapps examples step by step

Step 7: Next select the lblStatus and go to the Text property and add the below formula.

sharepoint powerapps example

Step 8: Next select the lblStatus and go to the color property and add the below formula.

sharepoint powerapps samples

Now the app is ready so we can save and see the output.

powerapps sharepoint list example

You may like the following PowerApps tutorials:

In this tutorial, we learned how to create a a Bank Account Statement in PowerApps. I hope this PowerApps example will help you to build a PowerApps app.

  • How do you make the account balance part? New to Powerapps, and I saw that you have a current balance table for each use. How do you set that up?

  • >