Prototypes & demos

Financial Dashboard

A personal finance dashboard with clear overview and categories: income and spending across accounts in one place.

Visit website
Financial Dashboard

The assignment

  • Spending patterns were hard to see quickly across multiple accounts and exports.
  • Generic finance tools did not fit; the dashboard had to match a personal way of working.

How we worked

  • I structured the product around overview, transactions, compare and settings, so you move from insight to detail.
  • Added import, categorisation and comparison views to cut manual spreadsheet work.

Result

  • Raw transaction history becomes a clear, monitorable finance overview, as a template for similar client dashboards.