Cashly | Finance Dashboard Design

Cashly | Finance Dashboard Design for Budget & Expense Tracking

Most people managing personal finances are jumping between a banking app, a spreadsheet, and a budgeting tool just to answer one question: Where did my money go this month? Existing finance apps either oversimplify or drown users in raw transaction data with no visual context.

We designed Cashly, a clean finance dashboard built for individuals and CEO-level users who need a full money picture on one screen. A coral-red accent on a white surface keeps the data warm and readable, not clinical. Balance, income, expenses, cash flow, spending breakdown, and budget tracking are all visible without leaving the home view.

𝗪𝗵𝗮𝘁 𝘄𝗲 𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝗼𝗻

4 KPI Cards: Total Balance ($24,500 +8%), Monthly Income ($8,200), Monthly Expenses ($5,400 -3%), and Savings Growth ($2,800 toward $5,000 goal) top-line health readable in one row.

Income vs. Expenses Chart: A 6-month line chart with an Apr 12 tooltip showing the income ($7,200) vs. expense ($4,800) trend direction visible without reading a single number twice.

Cash Flow Bar Chart: Monthly net cash flow Jan–Jun with March highlighted in coral; the problem month stands out without a filter.

Spending Breakdown Donut: 6 categories, Rent 27%, Food 19%, Shopping 15%, Others 12%, Utilities 10%, Transport 8% expense distribution at a glance.

Latest Transactions Table: Figma Pro (-$8,200), YouTube (-$15), Lassy Chester (+$8,200), and Coffee (-$60) with date, type, and Complete/Pending/Failed status badges; every recent activity is traceable.

Budget Planner: Food 70%, Entertainment 90%, Shopping 75% progress bars; overspending risk visible before the month ends.

Tools: Figma, Jitter