Magicfin

·

Collaborative Finance

PRODUCT DESIGN

Magicfin

A financial management dashboard for tracking balances across currencies, monitoring transactions, and staying on top of market movements.

ROLE

Product Designer

TIMELINE

1 Month

TEAM

1 Designer, 1 Engineer

PLATFORM

Web

Magicfin Dashboard

TOOLS & TECHNOLOGIES

FigmaFigJamNotion
OVERVIEW

Overview

Magicfin is a web-based financial management dashboard built for business owners and finance-minded users who manage money across multiple currencies. I was the sole designer on the project, working directly with one engineer to ship a complete experience, from authentication to the transaction and analytics views, in a single month.

IMPACT

Key Metrics

~35%

Faster daily financial check-in

4.7★

Usability score in testing

1 tab

Replaces 4+ browser tabs in daily workflow

~60%

Less context-switching between apps

CHALLENGE

The Problem

Business owners tracking finances across multiple currencies had no single place to see the full picture. Their daily routine involved:

  • Opening 4+ browser tabs every morning to check TRY, USD, EUR, and GBP balances separately

  • No clear way to tell at a glance which company transactions were active versus pending

  • Exporting to spreadsheets just to review gross volume trends over different timeframes

DESIGN PROCESS

Research & Discovery

USER RESEARCH
8 interviews·2 surveys·3 weeks
BK

Burak K.

Istanbul · RetailCo

Business Owner

I'm constantly switching tabs to check what my USD balance looks like against my TL. I just want one screen.

Multi-currencyBalanceOverview
AT

Ayşe T.

Ankara · LogiTech

Finance Manager

The gross volume report is the first thing I look at every morning. Getting it in one click would save me 20 minutes.

ReportsVolumeEfficiency
CY

Can Y.

Izmir · GrowthCo

Entrepreneur

I have 4-5 companies that pay me and tracking which ones are active vs pending is a mess.

TransactionsStatusVisibility

PAIN POINTS

Multi-app juggling

84%

Manual reconciliation

71%

Transaction visibility

63%

USER GOALS

Unified currency overview

Real-time transaction status

Downloadable volume reports

KEY INSIGHTS

78%

check financial data every morning

4+

tabs open during daily check-in on avg.

~30min

of weekly follow-up on pending transactions

Pain PointsGoalsCurrency ManagementMental ModelsJobs-to-be-Done
USER JOURNEY MAPPersona: Burak K. · Business Owner
Discover

Hears from colleague

Visits landing page

Reads feature list

60%
Sign Up

Creates account

Verifies email

Sets up profile

70%
Onboard

Connects currencies

Imports transactions

Sets time range

38%
Manage

Checks daily balance

Reviews transactions

Views volume chart

84%
Report

Downloads report

Shares with accountant

Compares periods

88%

ONBOARD · USER THINKING

"Why is connecting my USD wallet taking so many steps? My team's hitting errors on the EUR setup."

DESIGN OPPORTUNITY

Simplify currency connection: the biggest friction point. A guided flow with inline error recovery.

SATISFACTION SCORE

friction point60%Discover70%Sign Up38%Onboard84%Manage88%Report
DESIGN PROCESS

From Research to Interface

DashboardOverviewTransactionsReportsBalanceChartStatus FilterExport CSV
01

Information Architecture

Mapped user flows and content hierarchy before drawing a single pixel. Kept the navigation flat to match research findings.

02

Lo-fi Wireframes

Sketched layout options in FigJam to align on structure with the engineer before committing to visual design.

High-fidelity design
03

High-fidelity Design

Refined with brand colors, spacing system, and a component library built in Figma and handed off directly to the engineer.

KEY DESIGN DECISIONS

Why a unified view instead of separate pages?

Research showed users spent most time context-switching. A single dashboard eliminates navigation fatigue for the daily check-in.

Why sidebar navigation over top tabs?

Sidebar scales better to future features and mirrors the mental model from existing financial tools users already knew.

Why show total balance before individual currencies?

Users want to know their aggregate position first. Individual currency drill-down is secondary to the morning overview.

Why cards over a table-based layout?

Cards provide better visual hierarchy for sparse data and scan more naturally at a glance on wider screens.

SOLUTION

Design Solution

I designed a unified dashboard that consolidates multi-currency balances, transaction activity, volume trends, and market news into a single, scannable interface.

1. Insight Dashboard

A single view combining total balance, transaction list, gross volume chart, and market news. Configurable time ranges let users spot trends without leaving the main screen.

2. Multi-Currency Wallet

Simultaneous balance cards for TRY, USD, EUR, and GBP. The "Switch between wallet" interaction lets users flip currency contexts without navigating away.

3. Transaction Status View

A company-level transaction list with clear Active and Pending status indicators, sortable by date. Replaces the need for separate spreadsheet tracking.

DESIGN SYSTEM

Component Library

NAVIGATION

BALANCE CARD

Total balance

$54.523,40

$

US Dollar

$40.484,20

Euro

€45.678,90

£

Pound

£38.250,75

PERIOD SELECTOR

TRANSACTION TABLE

Company Details
Status

Silverstone Emporium

March 1, 2024

Active

Phoenix's Pizzeria

September 1, 2024

Active

The Cozy Corner

January 1, 2024

Active

Demi's Boutique

April 1, 2024

Pending

GROSS VOLUME CHART

Total sales
452
Previous period
245

BUTTONS & INPUTS

Search..
⌘K
FEATURES

Key Features

Insight Dashboard

A single command center showing total balance, transaction list, gross volume chart, and market news. Configurable 7-day, 30-day, and 2-month timeframes to scan performance at a glance.

Magicfin Insight Dashboard
Magicfin Multi-Currency Wallet

Multi-Currency Wallet

Track TRY, USD, EUR, and GBP balances simultaneously. The "Switch between wallet" interaction lets users flip between currency views without leaving the main dashboard.

Clean Authentication

A distraction-free login experience designed to get users to their financial data as fast as possible. The soft gradient background and centered layout keep focus on the form.

Magicfin Login Screen
RESULTS

Outcomes & Impact

Shipping a full product in a month meant every decision had to count. Here's what landed:

Streamlined Daily Routine

Users reported spending significantly less time switching between apps to understand their financial position. The morning check-in went from multiple tabs to a single dashboard view.

Clearer Currency Visibility

The side-by-side currency card layout made it immediately clear where money was held across wallets, something previously only visible by opening each account separately.

Full Product in One Month

Tight collaboration with a single engineer meant making every design decision count. We shipped authentication, dashboard, transaction view, and report download in a single sprint.

REFLECTION

Key Learnings

01

Localization lives in the details

Currency formatting turned out to be surprisingly loaded. Early mockups used dot notation for thousands, but Turkish users read commas differently than Western European ones. A small detail that surfaced quickly and shaped the final number display.

02

Front-load structure, defer polish

Working with one engineer in a compressed timeline taught me to make structural decisions early and defer surface polish. Knowing what the engineer could build confidently in a day changed how I scoped each design pass.

03

Subtraction is the hardest design work

Financial dashboards pull toward "more is more" — there's always another metric worth showing. The hardest work wasn't deciding what to add. It was defending what to leave out.

Let's work together

Have a project in mind? Let's create something amazing together.

Get in Touch

NEXT PROJECT

Outlinx

Simplifying outlet operations for teams

View Project