Money Management Dashboard

Module: UI / Product Design | Level: Hard | Estimated Time: 3-4 days
Skills: Web Design, Layout, Visual Design


Great dashboards don’t just summarize—they tell stories. Users can navigate, understand, and interpret high volumes of information at a glance. It becomes easy to monitor overall trends, small changes, and relationships between different data.

In this brief, you’ll design a dashboard for a money management tool. Begin by considering what your users want to do:

  • Track spending
  • Budget and save money
  • Review investments
  • Pay bills
  • Set financial goals
  • See credit card rewards

Then, sketch ways to organize the most essential information users need. For ideas and guidance, try browsing platforms like Betterment, Wealthfront, and Mint. How do their dashboards help users watch their progress and accomplish goals? Common features may include:

  • Account/investment summaries
  • Spending trends
  • Current bills
  • Budget/financial goal overview
  • Credit score

Visual design and layout are key. Whether your dashboard is one page or several, it should start with the big picture and let users go deeper if needed. Too much visualization can be overwhelming, though graphs and charts are excellent ways to help users process data. Ultimately, it’s most important to be approachable and clear.


Present a (web) prototype of a money management user dashboard. You can create your own money management platform, or redesign an existing one.

Get Credit

  • Upload the finished project to your Skillshare portfolio.

  • Write a blurb explaining your design approach and points of feedback you’d like to receive.

  • Add the link to your project to this Project Signup Sheet. We highly recommend linking to your project in Telegram too.

  • Give feedback on another student’s project.


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