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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
- I wanted to understand spending patterns quickly and manage my finances better.
- I wanted to customize everything for my personal usecase, and not a generic solution which doesnt fully fit my needs. This is why I created the financial dashboard.
Approach
- Structured the product into Overview, Transactions, Compare, and Settings so users can move naturally between analytics and full transaction history.
- Added CSV import, account sync, rule-based categorisation, and comparison views to reduce manual work and improve decision support. I also added a settings page to customize the dashboard to my personal needs.
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.