Your finances.
A clearer picture.

A personal finance experience connecting financial overview, budgeting, and AI-assisted money conversations.

My role: UX/UI design lead · Team project
Project focus: Dashboard, financial overview, planning, and AI chat
Tools: Figma, Canva, Miro, Adobe XD, Photoshop

01 / THE CHALLENGE

Bring the bigger picture into focus.

Balances, transactions, categories, and upcoming commitments compete for attention in a financial app. This case study focuses on how the interface brings those different views together in a clear navigation structure.

THE APP / INTERFACE DETAILS

A clearer view of money.

Dashboard, financial overview, AI chat, and planning—four views of the experience. Select any screen to open its clickable walkthrough.

Swipe to explore the screens →

Dashboard & overview

Bilance dashboard with balance, sync status, and April transaction summary — Dashboard

Bilance April overview with income, spending, savings rate, and categories — Financial overview

AI chat & planning

Bilance AI chat showing a financial outlook with April 2026 date labels — AI chat

Bilance planning screen with budget creation and recurring-payment controls — Planning

Screenshots supplied by Meryem Dogan. Visible month and date labels have been adjusted to April 2026 for this portfolio presentation.

Open clickable Bilance prototype

A screenshot-based navigation prototype. Highlighted areas connect the supplied screens; amounts and text remain part of the images.

02 / MY APPROACH

Connect overview with action.

My design work on Bilance brings the dashboard, financial overview, AI chat, and planning into a shared interface. The supplied screens show summary cards, category breakdowns, and direct entry points for budgets and recurring payments.

Core areas shown in the interface

01Review the dashboard
02Understand the breakdown
03Plan the next step

03 / DESIGN DIRECTION

The reasoning
behind the direction.

Separate summary from detail

The dashboard presents a compact balance and sync summary, while Overview gives categories and spending their own space. Distinct navigation destinations keep these levels of detail separate.

Keep actions close to their context

The Planning screen provides visible actions for adding a budget or recurring payment. AI Chat offers a conversational entry point alongside the structured financial views.

04 / NEXT ITERATION

What I would test next.

I would test whether people can explain their spending from the overview, find the budget controls, and distinguish an AI-generated outlook from a confirmed balance. I would also check the clarity of sync status and financial categories.

These are proposed evaluation questions, rather than findings from a completed study.

Project context & outcomes

My original portfolio presentation includes conversion and download outcomes. Explore the presentation for the reported results and project summary.

Read the original portfolio

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