This project is a conceptual personal finance dashboard that demonstrates my skills in
dashboard design,
a key component frequently requested by companies. It’s a consumer focused budgeting and finance
tracking web app
designed to offer a seamless experience.
intention
I took on this project to fill a gap in my portfolio. Recognizing the importance of
dashboard design in today’s market,
I aimed to create a solution that balances simplicity and functionality, making finance tracking
accessible to a wide range of users.
outcome
The final design achieves an approachable interface for new users while integrating
powerful tools for advanced users.
This balance allows the app to be user-friendly for beginners while still offering depth and
functionality for power users.
main pages
1. Dashboard
2. Transactions
3. Accounts
4. Investments
5. Categories
6. Recurring
simplified dashboard
By displaying only the most relevant key information in a scannable format,
the dashboard reduces visual noise and enhances clarity. This approach addresses a common
issue where dashboards overwhelm new users with excessive data.
simplify customizability
Adding and removing tables on the dashboard is streamlined with a selection
of pre-made tables featuring various metrics, allowing users to choose the most relevant
and useful data for their needs.
progressive disclosure
By implementing progressive disclosure techniques like hover-activated tooltips
and click-triggered overlays, users can easily access detailed information only when needed,
keeping the interface clean and focused while supporting deeper exploration.
tools for power users
Adding and removing tables on the dashboard is streamlined with a selection
of pre-made tables featuring various metrics, allowing users to choose the most relevant
and useful data for their needs.
