LedgerLens Finance Dashboard
Personal finance dashboard with category budgets, trends, and net worth tracking UI.
Overview
Designed the dashboard for quick decisions: budgets, category breakdowns, and month-over-month trend views.
Built consistent data views that work on mobile without destroying readability.
Created structured pages for transactions, categories, accounts, and reporting.
Key Challenges:
- •Designing dense dashboards that still feel simple and readable on smaller screens.
- •Making filters fast and predictable while keeping global state sane.
- •Security-first mindset for finance-style UX patterns (even in a demo).
Built With
Next.js
Framework
Redux
State Management
Tailwind CSS
Styling
TypeScript
Language
PostgreSQL
Database
Vercel
Deployment
Key Features
Net Worth View
Assets vs liabilities tracking and month-over-month trends with clear summary cards.
Budget Planning
Budget by category with alerts when spending approaches thresholds.
Transaction Explorer
Search and filter transactions by date range, merchant, amount, and category.
Category Insights
Category-level insights showing spikes, recurring merchants, and seasonal trends.
Visual Showcase
Development Journey
UX & Data Modeling
- Defined reporting pages and the primary KPIs
- Designed transaction/category/account data model
- Built a UI kit for charts, tables, and filters
Implementation
- Built dashboard pages and responsive layout
- Implemented global filters with Redux patterns
- Added reusable table + search components
Polish
- Refined readability and spacing for mobile
- Performance work for large transaction lists
- Deployed demo and prepared case-study content
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