Overview
A personal finance home dashboard that brings all money activity into one central view. The UX is designed around quick orientation - helping users instantly understand their financial situation.
Role
Product Designer
Timeline
4 months (2023)
Platform
Mobile & Web
Team
1 Designer, 3 Engineers
Problem
People juggle multiple bank accounts, credit cards, investments, and bills across different apps. They lack a comprehensive view of their overall financial health, leading to poor money decisions and unnecessary stress.
Integration complexity with various financial institutions
Data privacy and security requirements
Diverse financial goals and situations across users
Approach
Conducted diary studies with 20 users tracking their financial management for 2 weeks. Identified moments of confusion and anxiety. Created a dashboard that answers key questions at a glance: Where is my money? What changed? What needs attention?
Research
Design
Testing
Iterate
Key Decisions
At-a-Glance Summary
Created a hero section showing total net worth and week-over-week change, giving instant financial orientation.
Action-Oriented Insights
Surfaced bills due, unusual spending, and opportunities for saving - telling users what to do, not just what's happening.
Progressive Detail
Designed in layers from high-level overview to detailed transactions, letting users drill down only when needed.
