About

The Project

The financial dashboard is crafted to streamline the management of personal finances, offering users a clear and comprehensive view of their financial activities. The design prioritizes ease of use, making it simple to navigate and understand financial data at a glance.

With its intuitive layout, users can effortlessly track recent transactions, monitor income, and analyze spending habits.

Problem

Overview

Before creating the design, we identified several challenges that needed to be addressed:

Difficulty Tracking Multiple Accounts

Unclear Spending Habits

Overwhelming Financial Data

Missing Important Transactions

Manual Budgeting Challenges

Solution

Overview

To address these challenges, we devised a comprehensive set of solutions:

The dashboard consolidates all your financial accounts in one place, allowing you to easily view and manage your finances across different banks and platforms.

With categorized transactions and visual analytics, the dashboard helps users understand where their money is going.

The dashboard simplifies complex financial data through intuitive charts and summaries.

With real-time transaction updates and customizable alerts, the dashboard ensures users never miss important financial activities.

The dashboard includes automated budgeting tools that track spending against preset limits, helping users stick to their financial goals without the need for manual calculations.

FundTrack is a comprehensive finance dashboard designed to simplify personal financial management.

Designed with simplicity and efficiency in mind, FundTrack allows users to manage their finances effortlessly, helping them stay informed and make confident financial decisions.

FundTrack provides real-time insights into spending, savings, and investments, empowering users to easily monitor and track their progress toward both short-term and long-term financial goals.

Design

Tooltip

15 Hours

Discovery

Requirement gathering

Persona

Market analysis

User research

User journey mapping

20 Hours

Ideation

Concept sketches

User story

Storyboarding

Wireframing

Design explorations

30 Hours

Iteration

Prototyping

Usability testing

Design revisions

Users’ feedback

Performance reviews

Design

Tooltip

15 Hours

Discovery

Requirement gathering

Persona

Market analysis

User research

User journey mapping

20 Hours

Ideation

Concept sketches

User story

Storyboarding

Wireframing

Design explorations

30 Hours

Iteration

Prototyping

Usability testing

Design revisions

Users’ feedback

Performance reviews

Functionality

First

With real-time updates and interactive features, users can track their expenses, set savings goals, and view detailed financial reports, enabling smarter decision-making and better financial planning.

The dashboard’s intuitive layout makes it easy to identify spending patterns and areas for improvement, helping users stay on top of their financial health. With personalized insights, users can confidently take control of their financial future.

Flexible

Control

Users can tailor the dashboard to their specific needs by customizing widgets and selecting the financial data that matters most to them, ensuring a highly personalized experience. With interactive charts and graphs, they can effortlessly visualize spending habits, income sources, and track financial growth over time.
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The flexibility of the dashboard ensures that users remain in control of how they manage and engage with their finances.

Grid

System

Built on a 12-column grid system, the design ensures a balanced and flexible layout that adapts well to different screen sizes. The grid provides consistent spacing and alignment across the interface, making the design cohesive and easy to navigate.

This structure allows for seamless scaling, ensuring the dashboard remains visually appealing and functional in various contexts. By following this grid, elements are arranged logically, enhancing the overall user experience and maintaining a clear visual hierarchy throughout the platform.

UI

Elements

Cards are designed for intuitive interaction, with cards that clearly display key financial metrics at a glance. Each card is crafted to provide quick access to vital information, ensuring users can easily navigate between different sections. The layout prioritizes clarity and functionality, making complex data easy to understand.

Additionally, users can customize the cards to highlight their most important financial insights, creating a streamlined experience that supports efficient decision-making and quick access to relevant data.

Graphic

Design

Iconography in this project is designed to be clear, consistent, and user-friendly. Each icon was crafted with a minimalistic style, ensuring they are easily recognizable and enhance the overall user experience.

Style

Guide

We focused on creating a clean, professional layout for the finance dashboard to ensure a streamlined user experience. The design uses a neutral color palette with accent colors to highlight important data and actions. Typography is clear and easy to read, with consistent font choices for headings and body text.

All elements follow a consistent layout with proper spacing and alignment to keep the dashboard organized and user-friendly, making it easy to navigate complex financial information.