Finance Dashboard

Overview This dashboard design was created to give users a crystal-clear view of their financial health—combining banking, budgeting, and investment tracking in one seamless interface. Tailored for individuals managing multiple accounts and portfolios, this layout emphasizes intuitive data visualization and actionable insights.

The Problem Managing personal finances often feels fragmented—split across banking apps, budgeting tools, and spreadsheets. Users struggle to understand where their money is going and how to plan ahead. The challenge was to build a cohesive platform that simplifies decision-making without sacrificing depth.

The Solution We developed a highly structured, visually intuitive dashboard that merges real-time account balances, budget tracking, upcoming bills, and portfolio management. Clear segmentation between balance trends, category budgets, and recent transactions allows users to quickly assess their financial position and take action confidently.

📊 Custom chart toggles for time-based trend analysis

🧾 Bill tracking and monthly budget visuals with category colors

💼 Portfolio module covering stocks, mutual funds, bonds, and crypto

🪄 Smart card integration with recent activity and spending breakdown

⚙️ Left-side navigation for quick access across modules

Results The outcome is a clean, high-performance financial dashboard that turns complexity into clarity—enabling smarter habits, better spending, and stronger long-term planning.