Product
Behind the design of our new dashboard
How we rebuilt the dashboard for density without losing clarity, one panel at a time.
The old dashboard answered one question well — what is my balance — and everything else with a scroll. Founders told us they checked it with coffee in hand and thirty seconds to spare. So we rebuilt it around that moment.
Start with the glance
The top strip now carries the whole story: total across accounts, the trend beneath it, and what changed since yesterday. If you read nothing else, you still leave informed. Everything below is detail on demand.
Three balances, no tabs
Checking, savings and portfolio sit side by side instead of behind navigation. The eye compares them instantly; the old version made you memorize one number while fetching the next.
Cash flow you can feel
The thirty-day curve got taller, smoother and honest about weekends. Dips are labeled in plain words — payroll, supplier run, tax set-aside — instead of leaving you to decode them.
Design rules we kept
- — One glance answers: how am I doing?
- — Every number sits next to its context.
- — Nothing important lives behind a hover.
Activity with faces
Recent activity now reads like a timeline of your week, not a ledger export. Names first, amounts second, timestamps in words. The send-money action moved up beside it, because that is where people look for it.
What we cut
Two sidebars became one, four chart styles became one, and a whole settings maze moved behind a single menu. The page loads faster and, more importantly, decides faster — for you.