OneFi is a personal finance management web app designed to give users a complete, real-time understanding of their financial life. It centralizes budgeting, account aggregation, planning, reporting, and financial insights into one modern, minimalist platform. The system includes features such as a landing experience, onboarding flow, dashboards, accounts, transactions, reconciliation, portfolios, financial planning, reporting, and an AI helper all built to help users organize, track, and project their finances effortlessly.

Managing finances is often overwhelming because information is fragmented across multiple bank accounts, tools, and spreadsheets. Users struggle with unclear spending patterns, disorganized accounts, complex reconciliation processes, and a lack of forward visibility into their financial future. Existing tools feel either too technical, too cluttered, or not comprehensive enough leaving users without a single, intuitive system to confidently manage their money.

As the design agency, we created a cohesive, user-centered interface grounded in clarity and minimalism. We focused on: A clean, modern, dark-mode-first visual language across all pages Simple onboarding flows (Landing → Getting Started → Login) Consistent navigation using headers, footers, overlays, and modals Intuitive dashboards for net worth, portfolio summaries, and planners Clear tables for accounts, transactions, reconciliation, and reports A drag-and-drop portfolio hierarchy builder Interaction patterns inspired by tools like Google Calendar and Wave for familiarity Every component was designed to reduce cognitive load while increasing financial understanding, ensuring users can navigate between insights, data, and tasks effortlessly

We delivered a complete, structured financial platform that includes: Landing & Onboarding: Clear value messaging and fast sign-up/sign-in. Dashboard: High-level net worth, portfolio, and planner views. Accounts: Full chart of accounts with Plaid connection, import/export, and visual categories. Transactions: Detailed table with filters, bulk actions, editing, and infinite scroll. Reconciliation: Easy matching of unreconciled transactions with account balances. Portfolio Builder: User-defined hierarchy with drag-and-drop and account linking. Planner: Scrollable, calendar-style projection tool for historical, current, and future cash flow. Reporting: Profit & loss, balance sheet, and cash flow statements with export options. FinAI: A lightweight assistant for future interaction and support. The result is a unified, intuitive financial management system that gives users visibility, structure, and control all in a polished, modern interface