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Magicfin

2024 · Product Designer · 1 month · Web

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


Overview

I was the sole designer, working in a two-person team with one engineer on a fixed one-month deadline. The challenge wasn't just the product itself. It was making every decision count under real time pressure: shipping authentication, dashboard, transaction views, and report export in a single sprint without sacrificing clarity or usability.


The problem

Business owners tracking finances across multiple currencies were juggling four or more browser tabs, spreadsheets, and bank portals every day:

  • 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

Research to interface in four weeks

01

Research & discovery

A short round of user interviews and surveys up front. I mapped pain points across three user types (business owner, finance manager, entrepreneur), each with different priorities but the same core frustration: no unified view.

02

Information architecture & wireframes

Mapped user flows and content hierarchy before drawing a single pixel. Navigation had to be flat to match what people told me. Sketched layout options in FigJam to align structure with the engineer before committing to visual design.

03

High-fidelity & handoff

Refined with brand colors, a spacing system, and a component library built in Figma. Worked in tight iteration loops: structural decisions first, surface polish deferred. Designed auth, dashboard, transactions, and report export within the month, then handed off to the engineer to build.

Who I designed for

Burak K.

Business Owner

"I just want one screen where I can see all my currencies at once."

Ayşe T.

Finance Manager

"The gross volume report is the first thing I check. One click would save me 20 minutes."

Can Y.

Entrepreneur

"Tracking which companies are active vs pending is a mess across 4 or 5 clients."


One unified dashboard

A dashboard that consolidates multi-currency balances, transaction activity, and volume trends into a single, scannable interface, designed around the daily check-in routine.

The command center: total balance, multi-currency cards, the company transaction list, a gross volume chart, and market news on one screen. Switch between 7-day, 30-day, and 2-month timeframes without leaving the view.

Balances for TRY, USD, EUR, and GBP side by side with switch-between-wallet, plus a company transaction list with clear Active and Pending status, sortable by date.


What changed

One screen

The 4+ tab morning routine, replaced

No exports

Volume trends read in the dashboard, not spreadsheets

Clear status

Active vs Pending visible at a glance

1-click report

Gross volume exported when you need it


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', since there's always another metric worth showing. The hardest work wasn't deciding what to add. It was defending what to leave out.


Tools

FigmaFigJamNotion

Gallery


Have something in mind? Let's talk.