Financial Dashboard Design
The Joint app dashboard provides users with a comprehensive view of their financial status and activities. Key features include: Balance Overview: Displays total available and payout balances for quick insight. KYC Notification: Prompts users to verify their KYC information with a clear call to action. Account Analytics: Visual graphs show spending, saving, and incoming funds over customizable time periods. Quick Send Feature: Allows users to easily send money to frequently contacted recipients. Recent Transactions: Lists recent financial activities, including transfers and purchases. Investment Opportunities: Highlights available investments with performance data for informed decisions. Side Navigation Bar: Provides easy access to core features like Transactions, Payments, and Settings.
Purpose:
This dashboard is designed to provide users with a clear overview of their account activities and financial status. It includes key financial data, quick access to important functions, and insights into recent transactions.
Key Features:
Balance Overview:
Displays the available balance at the top, prominently featured to give users immediate insight into their current funds.
Shows both the total balance and a breakdown of the payout balance.
KYC Information:
A notification section to prompt users to update or verify their KYC information for access to additional features and benefits.
Includes a clear "Complete Verification" CTA button.
Account Analytics:
A graphical representation of spending patterns, savings, and incoming funds over time, helping users track their financial habits.
Adjustable time period (last week, month, etc.) for detailed analysis.
Quick Send:
A feature allowing users to quickly send money to frequent recipients with just a few clicks.
Beneficiary list is readily available on the right side for easy access.
Recent Transactions:
A section showing recent financial transactions, including transfers and purchases, categorized by transaction type (incoming, outgoing).
Investment Section:
Highlights available investment opportunities, such as the United Capital Fund, with performance data for easy decision-making.
Side Navigation Bar:
Left-aligned navigation for easy access to core features like Transaction, Payment, Sub Account, Invest, and Refer & Earn.
Settings and Help Center:
Links to essential tools like account settings and a help center for resolving issues or managing account preferences.
Thank you to further Click here
