digital dashboard design
THE CHALLENGE
Increasingly, North Americans are looking to manage their own funds better using digital tools. While there are many tools online that offer free personal finances management services, most don't meet the needs and wants of the user. It’s not clear if there’s an existing tool with an effective dashboard that meets all user needs for tailoring personal spending and saving habits to afford an individual to easily reach their unique financial goals.
THE APPROACH
After exploring digital tools available to me and mapping them against my own financial habits and goals, I crafted an initial list of successes and gaps in the user journey throughout using one of these tools. A scan of social media and self-published advice online for additional stories, advice and hacks around budgeting and reaching financial goals rounded out a list of user needs and desires for an easy-to-use visual interface.
Counter has been designed with the user in mind, allowing him or her to update preferences and data viewing options in Settings. Each tile on the screen is interactive, allowing for scrolling or redirecting the user to another screen (listed across the top). The left column in the 4-column grid system shows a brief, highly-visible overview of accounts and due dates. The text size is larger to establish hierarchy, and it is separated by a line, as this column remains fairly constant across all screens.
THE RESULTS
COUNTER is a conceptual web-based platform offering a variety of different tools and perspectives on the user's wealth. The interactive dashboard offers up-to-date snapshots of each linked account, mapping the user's progress against different goals. Additionally, it offers users personalized insights into spending trends and opportunities to save on different offers, such as a better credit card or bundled insurance policy.
Personal project (dashboard design concept)