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Creative & Personal
Financial Dashboard
A personal finance dashboard built to make transactions, comparisons, and categorisation workflows easier to understand and manage across multiple accounts.
Challenge
- Consumer banking tools often make it difficult to compare months, clean up categories in bulk, and understand spending patterns quickly.
- The interface needed to support both overview and action: insight, cleanup, and recurring rule creation.
Approach
- Structured the product into Overview, Transactions, Compare, and Settings so users can move naturally from insight to maintenance.
- Added CSV import, account sync, rule-based categorisation, and comparison views to reduce manual work and improve decision support.
Outcomes
- Turned raw transaction history into a much more actionable, monitorable personal finance workflow.
- Created a product foundation that can evolve toward smarter automation, budgeting, and richer financial insights.