THE PROBLEM
Personal finance tools often show numbers without helping people understand what those numbers mean. Users are left with fragmented transactions, unclear spending patterns, and goals that feel disconnected from everyday decisions.
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$ open project/moneypilot
MoneyPilot
An AI-Assisted Financial Management Platform
A personal finance platform designed to help people understand their money, control spending, and make progress toward meaningful financial goals.
- Next.js
- TypeScript
- Supabase
- Figma
View live project
Active development
PRODUCT PREVIEW · AUTHENTICATION → DASHBOARD
- ROLE
-
Product Design &
Front-end Development - TYPE
- Personal Finance Web App
- STATUS
- In development
- FOCUS
- FinTech · Data · AI
01 / PRODUCT STRATEGY
From financial information to confident decisions.
THE SOLUTION
MoneyPilot brings transactions, budgets, goals, investments, and AI-assisted observations into one clear system—helping people move from financial visibility to practical action.
01 / RESPONSIVE EXPERIENCE
Mobile authentication flow
PLAY PRODUCT WALKTHROUGH
02 / PRODUCT EXPERIENCE
One financial workspace, designed for clarity.
DAY + NIGHT
A consistent interface adapts to different environments without changing the product hierarchy.
7 LANGUAGES
Designed for international users and future European expansion.
MULTI-CURRENCY
Financial information remains understandable across currencies and personal contexts.
02 / DESKTOP EXPERIENCE
One workspace across every device.
The MoneyPilot dashboard preserves financial clarity, hierarchy, and usability from mobile to desktop without sacrificing detail.
- Responsive financial overview
- Consistent light and dark themes
- Clear data hierarchy at larger scales
03 / CORE PRODUCT EXPERIENCE
A complete system for everyday financial decisions.
01
Dashboard
A decision-first overview of balances, income, expenses, cash flow, and progress.
02
Transactions
CSV import, categories, filters, and a clear history of financial activity.
03
Budgets
Spending limits and progress tracking that make financial plans visible.
04
AI Insights
Personalized observations designed to explain patterns and highlight better decisions.
05
Goals
Practical progress tracking for homes, travel, education, family, and other milestones.
06
Investments
A unified view of portfolio value, allocation, performance, and long-term growth.
04 / ENGINEERING + TRUST
Built as a real product, not a static dashboard.
PROJECT ARCHITECTURE
moneypilot/
├── public/moneypilot/
│ ├── icons + illustrations
│ └── dashboard assets
├── src/app/
│ ├── dashboard + transactions
│ ├── budgets + insights + goals
│ └── investments + settings
├── src/components/
└── Supabase + test contracts
LOCAL TESTS
530
Automated tests across product logic, contracts, and user-facing behavior.
REMOTE RLS TESTS
34 / 34
Row Level Security validates ownership and isolates each user's financial data.
SECURE DATA MODEL
13
Hardened operations with ownership enforcement, validation, and sanitized errors.
05 / DEVELOPMENT ROADMAP
From interface foundation to intelligent financial guidance.
01
COMPLETE
Interface
Landing, responsive screens, authentication UI, and dashboard foundations.
02
IN PROGRESS
Authentication
Supabase registration, sessions, recovery, protected routes, and Google auth.
03
NEXT
Financial Data
Income, expenses, transactions, categories, goals, and real dashboard data.
04
ACTIVE
Security + Testing
RLS, data isolation, validation, permission tests, and production review.
05
PLANNED
Python Intelligence
Financial analysis, calculations, pattern detection, and automated summaries.
06
PLANNED
AI Insights
Personalized observations, recommendations, and assistant experience.
07
PLANNED
Production
Accessibility, performance, security audit, and final deployment.
01 / PROJECT CONTEXT
Why I built MoneyPilot and what I owned.
PROJECT CONTEXT
MoneyPilot is a personal finance product created to help people understand spending, organize financial data, and build practical plans for meaningful life goals.
MY ROLE
I own the product direction, UX/UI design, front-end development, design system, responsive implementation, Supabase integration, and product validation.
GOALS + CONSTRAINTS
The MVP avoids bank APIs, prioritizes privacy, supports international users, and must remain understandable across currencies, languages, devices, and financial experience levels.
- 01 Discovery
- 02 Product Strategy
- 03 UX + UI
- 04 Engineering
- 05 Validation
04 / PRODUCT THINKING
Decisions behind the interface.
DESIGN DECISION
Decision-first hierarchy
Instead of presenting every financial metric at once, the dashboard prioritizes the information that helps users decide what to do next: current balance, cash flow, unusual spending, goal progress, and recommended actions.
ACCESSIBILITY
Clarity across themes and devices
Day and Night modes preserve hierarchy and contrast. Responsive layouts, visible focus states, understandable labels, reduced visual noise, and consistent interaction patterns support different devices and user needs.
CORE CHALLENGE
Complex data without complexity
The main challenge was combining transactions, budgets, goals, investments, and AI guidance without creating an interface that feels like professional accounting software. Progressive disclosure keeps advanced information available without overwhelming the user.
KEY LEARNING
Trust must be designed and engineered
Financial products require more than polished screens. Clear language, predictable feedback, user-owned data, RLS policies, validation, error handling, and meaningful tests all contribute to the same product quality: trust.
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MONEYPILOT / ACTIVE DEVELOPMENT
Building financial clarity into an intelligent product.
Follow the project on GitHub to explore the codebase, architecture, testing strategy, and upcoming product phases.
