User-Centric Financial SaaS Design

Overview A personal finance app designed to help users understand their money, not just track it. Most finance apps overwhelm users with data but provide little context for decision-making.

The Challenge Users avoid their finance apps because endless transaction rows create confusion rather than clarity. They're left manually piecing together spending patterns, missing recurring charges, and jumping between tabs to answer basic questions like "where did my money go this month?"

Dashboard The main view provides immediate financial context. Income, expenses, savings, and investments are broken down with visual clarity. Added AI chat that catches patterns users typically miss, like subscriptions charging for services they haven't used in weeks. The AI lives alongside the data, not buried in settings, so users can ask questions while looking at their numbers.

Transactions Most transaction pages just show endless rows of data. I added a spending breakdowns and subscription alerts directly on the page, because that's when users are actually asking "why did I spend so much?" The insight cards are optional. Users who prefer full-width tables can toggle them off. Designed to work for both those who want context and those who just want clean data.

Cards Cards pages usually hide everything in dropdowns with account numbers. I made cards visual and interactive, users recognize their cards by how they look, not by ****4532. They can click the card itself or use the dropdown for quick switching. The transaction table below filters to show only the selected card's activity.

Notifications Financial notifications shouldn't just tell users something happened, they should help them do something about it. Payment due soon? Pay now or set a reminder. Unusual spending detected? Check if everything's okay. Budget alert? See what's left. Each notification includes quick actions so users aren't just informed, they're equipped to respond. Filtered by All, Unread, and Alerts so users can focus on what matters right now. Outcome Clean, intentional interface that provides financial clarity without overwhelm. Designed to adapt to different user preferences while maintaining focus on actionable insights.