Personal Finance Dashboard
Design a calm financial overview that connects spending, upcoming obligations, savings progress, and account health to useful next steps.
Practice by product type
Financial interfaces need clarity, trust, and careful recovery paths. These exercises include realistic money states without turning the task into a full banking product.
Designers preparing fintech portfolio work or practicing sensitive transaction flows.
Skills in this set
Practice briefs
Challenge results updated
Design a calm financial overview that connects spending, upcoming obligations, savings progress, and account health to useful next steps.
Design a subscription dashboard that reveals upcoming charges, price changes, and cancellation steps before money leaves an account.
Design a tax preparation dashboard that organizes income and expenses, explains estimates, and highlights records needing review.
Design a finance operations workspace for matching invoices to purchase orders, receipts, payments, and explainable exceptions.
Design a private lending record that helps friends remember terms, acknowledge repayments, and resolve mismatched expectations.
Design a wallet transfer that helps users choose the right recipient, understand fees, and recover from delayed payment status.
Design a repayment calendar that combines installments across merchants and makes upcoming amounts, fees, and failed-payment recovery clear.
Design a receipt organizer that accepts store-issued and photographed receipts, then makes returns, warranties, and expenses easy to find.
Design a donation flow that helps supporters understand a charity, choose how funds are used, and keep a reliable receipt.
Design account controls that let an adult set spending and time limits, review activity, and activate a protected break from betting.
Design a trading ticket that explains price movement, fees, network conditions, and order consequences before confirmation.
Design a client intake and recommendation review flow for a regulated investment consultancy.
Design a finance dashboard that connects revenue, expenses, payroll obligations, and cash runway without hiding data uncertainty.
Design a bill workspace that tracks household costs, splits responsibility, and makes upcoming payments clear to roommates.
Design a receipt inbox that collects retail purchases and makes returns, warranties, and expense lookup easier.
Design a portfolio view that explains concentration, volatility, time horizon, and scenario uncertainty without giving personal investment advice.
Design a cashflow forecast that turns irregular invoices, expected payment dates, recurring costs, and tax set-asides into transparent scenarios.
Design an analyst workspace for connecting transaction evidence, testing explanations, and authorizing a proportionate fraud response.
Design an investment review that proposes a diversified rebalance and requires informed approval before any order.
Design a stock trading flow that helps a new investor place and monitor one transparent market or limit order.