Personal finance snapshot — charts, ledger, and insights in one view
Clarity for every dollar in motion.
Lumina brings your cash flow into focus: balances at a glance, trends over time, spending by category, and a transaction ledger you can search and slice. Switch between overview and detail without losing context — built as a fast, focused interface you can explore end to end.
3
Summary tiles
Balance · Income · Spend
2
Live visuals
Trend & category
6+
Ledger tools
Filter · sort · search
2
Modes
Viewer & admin preview
Experience
A calm surface for noisy numbers — so you notice patterns before they become problems.
The dashboard pairs high-signal cards with gentle gradients and glass panels. Charts explain direction: where money pooled, which categories grew, and how your running balance evolved month by month. Every interaction is meant to feel intentional, from the first glance to the last sorted row.
Highlights
Overview & charts
Balance, income, and expenses sit up front. A time-based trend shows momentum; a category chart reveals where spending concentrates.
Ledger you can steer
Search across categories and notes, narrow by type, reorder by date or amount, and export what you see for your own records.
Roles, demonstrated
Preview read-only viewing, then switch to an elevated mode to add or refine entries — a clear UX story for collaborative products.
Insight strip
Small observations, surfaced automatically
- Spot your heaviest spending category at a glance.
- Compare recent months to see if habits are drifting.
- Keep context with notes beside each line in the ledger.
Donut and area treatments make tradeoffs visible: steady inflows, lumpy outflows, and the categories that quietly add up. Use them together with the table to validate the story behind the chart.
Short sessions should still feel productive — that's why filters persist in-session and the layout breathes on large and small screens alike.
How it works
- 01
Scan the overview
Start with balance, income, and expenses — then read the trend to see whether momentum is building or fading.
- 02
Decode categories
Open the spending split to find concentration risk. Pair it with insights for a quick narrative of the month.
- 03
Dig into the ledger
Filter, sort, and search rows; when you are previewing elevated access, add or refine entries and export results.
“We wanted a finance surface that feels premium without feeling complicated — something you'd actually open on a Sunday evening.”
— Lumina product narrative
Launch the dashboard