Overview
Designed a finance management dashboard covering analytics, transaction tracking, spending insights, and account overviews with accessible charts and KPI sections.
Problem Statement
Users of the financial platform struggled to get a quick, comprehensive overview of their financial health. The existing interface buried key metrics in complex tables, making it difficult for non-technical users to track spending, analyze trends, and make informed decisions.
My Role
Sole UI/UX designer responsible for research, information architecture, wireframing, and high-fidelity dashboard design. Focused on making financial data visually accessible and actionable.
Solution
Created a clean, data-rich dashboard with a logical information hierarchy—KPI cards at the top for at-a-glance metrics, interactive charts for trend analysis, and a detailed transaction table below. Used accessible color-coded visuals and clear typography to make complex financial data easy to understand.
Key Features
- Real-time KPI cards showing balance, income, and expenses
- Interactive bar and pie charts for spending analysis
- Searchable transaction history with category filters
- Accessible color palette meeting WCAG contrast standards