Banking Dashboard Case Study

About Project

This project is a modern, responsive banking management dashboard designed to simplify financial oversight for individuals and companies. It consolidates critical functions—like spend tracking, budget planning, transactions, and analytics—into a clean, intuitive UI system.

The Challenges

Fragmented financial data, inconsistent budgeting systems, and lack of transparency in real-time transactions.

The Solution

A modular dashboard featuring smart cards, analytics graphs, subscription management, and budget allocation systems—all with real-time sync.

The Result

A seamless UI delivering clarity, speed, and control over company-wide or personal banking operations, improving financial productivity.

Banking Dashboard Case Study
Banking Dashboard Case Study
Banking Dashboard Case Study

Card & Budget Management

Allow users to monitor and set spending limits per card. Display remaining budget and usage analytics visually.

Banking Dashboard Case Study

Real-Time Spend Tracking

Interactive graphs show monthly and weekly spend data with color-coded analytics and visual indicators.

Banking Dashboard Case Study

Employee Access Controls

Manage employee permissions and control who can initiate or view transactions across company accounts.

Banking Dashboard Case Study

Subscription & Vendor Management

Track SaaS tools and vendor subscriptions, review spend patterns, and deactivate unnecessary services.

Project Timeline

This project is a modern, responsive banking management dashboard designed to simplify financial oversight for individuals and companies. It consolidates critical functions—like spend tracking, budget planning, transactions, and analytics—into a clean, intuitive UI system.

Banking Dashboard Case Study
Banking Dashboard Case Study

Data That Tells a Story

Analytics pages are crafted with layered charts and category-wise spending, enabling data storytelling through color, line graphs, and bar charts. Each visual is designed for clarity and decision-making speed.

Banking Dashboard Case Study
Banking Dashboard Case Study
Banking Dashboard Case Study
Banking Dashboard Case Study
Banking Dashboard Case Study

Low Fidelity Wireframes

Early grayscale wireframes helped map out core components like budget summaries, spend graphs, and card actions. These served as layout references to ensure consistency and hierarchy before visual design.

Banking Dashboard Case Study
Banking Dashboard Case Study

Modern Clarity in Every Click

“Request Management” view within a banking or financial admin dashboard. It allows the user (typically a finance manager or admin) to view, track, and manage all incoming or recurring payment requests from vendors, brands, or internal departments.

Banking Dashboard Case Study

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