Case study
Finance Insights Dashboard
A personal finance web app that helps customers stay on budget
A financial wellness and budgeting company
The story
From the problem to a system that works
- 01
What the client wanted
Give customers one clear view of balances, income, spending, budgets, and upcoming payments.
- 02
The challenge
Customers used spreadsheets and bank apps side by side. They missed payments, overspent without noticing, and many stopped using the service after the first month.
- 03
What we built
We built a finance dashboard with cash flow forecasting, budget tracking by category, recent transactions, upcoming payments, and savings goals.
Delivered
What Finance Insights Dashboard includes
- Balance and cash flow overview
- Budget tracking by category
- Upcoming payments and reminders
- Savings goals
- Transaction history and search
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