This project revolves around designing a smarter finance dashboard aimed at providing users with an intuitive and visually engaging interface to manage their finances. The platform offers features to track revenue, expenses, savings, and investments in one place. With a focus on personal financial management, the dashboard also enables users to monitor cash flow, payment status, and monthly/weekly spending limits in real-time. The design ensures that complex data is presented in a user-friendly way, using clear graphs and an easy-to-navigate layout, allowing users to make informed financial decisions.
Objectives:
- Create a dashboard that simplifies complex financial data for easy understanding.
- Offer real-time insights into users’ total revenue, savings, and expenses with interactive visual elements.
- Ensure a highly responsive and intuitive design that is accessible across all devices, particularly focusing on mobile use.
- Integrate a seamless payment management system with real-time updates on payments, bills, and transaction statuses.
- Provide a personalized experience with smart spending limits and recommendations to help users manage their finances better.
Roles & Responsibilities:
- UI/UX Design: Developed a clean, intuitive, and user-friendly design layout that ensures seamless navigation through various financial data points.
- Wireframing & Prototyping: Created interactive wireframes and prototypes for early-stage feedback, allowing iterative testing and refinements based on user interaction.
- Data Visualization: Focused on creating dynamic charts and graphs to represent financial data, such as cash flow and spending limits, in a clear and engaging manner.
- Responsive Design: Optimized the design to be responsive across all screen sizes, ensuring users have access to critical financial data wherever they are.
- User Interaction Design: Integrated intuitive features such as the ability to quickly add new payments, top up accounts, and track financial goals.
- Content Strategy: Worked closely with content creators to ensure clear financial descriptions, tooltips, and user guides were available throughout the platform for better user education.
Tools & Technologies:
- Design Tools: Figma, Adobe XD
- Prototyping Tools: InVision, Marvel App
- Front-End Technologies: HTML5, CSS3, JavaScript
- Data Visualization: D3.js, Chart.js
- Payment Integration: Stripe API for payment management
- Responsive Design: Media Queries, Bootstrap for mobile-first design.
Impact:
- Improved user engagement by providing a clear, actionable view of personal finances.
- Helped users monitor and track spending effectively with visualized data, improving financial decision-making.
- Increased app retention as users felt more empowered to take control of their finances.
- Contributed to better budgeting practices and long-term financial planning by enabling users to set spending limits and track goals.
