Project Overview- Developed a full-concept FinTech dashboard for True North Financial’s Clear Spend product.
All naming, branding, UX copy, and visual design were created to help users monitor and manage monthly budgets. Charts and visualizations were selected to clearly convey spending, savings, and budget trends at a glance, including pie charts, heat maps, and savings growth lines.
Key Features-
Personal Greeting: “Good afternoon, Helen. Your budgeting concierge awaits.”
Top Summary Cards: Quick access to savings, last month’s budget, spend vs. difference, and credit rating.
Smart Categorization: Once a bill is classified future spending is automatically sorted. The system learns from user inputs over time.
Dashboard Visuals: 12-month heat map and monthly pie chart show over- and under-budget spending with color coding and amounts.
Track your spending and master your budget in seconds with intuitive charts!
Goal-
Create a friendly, intuitive, and actionable dashboard that allows users to monitor spending, track savings growth, and manage budgets without feeling overwhelmed. Showcase how UX/UI design, clear microcopy, and visual hierarchy can make financial data approachable and actionable.
Result- Charts and visuals were strategically designed to make financial data approachable and instantly understandable.
Role- UX/UI Designer & Prototyping Lead
Status- Concept
Timeline- 2 days
Interactive data visualizations and color-coded dashboards turn complex financial information into clear, actionable insights. Users can quickly understand spending patterns, track savings, and make confident budgeting decisions at a glance.