Optimising a Personal Finance Dashboard for Revolut

Over three weeks in January 2026, I explored why Revolut's Analytics feature wasn't becoming part of users' everyday financial habits. The redesign focused on turning it from a collection of data into a companion that helps people better understand their money.

Methods

my role

tools

65 million users, a full-featured analytics dashboard, and most of them never open it

Revolut started in 2015 as a simple way to spend abroad without hidden fees. Since then, it has grown into a complete financial platform, offering everything from savings and investing to crypto and budgeting. But as more features were added, the Analytics section became increasingly difficult to engage with. Instead of helping users understand their finances, it became a feature many rarely used.

user research

12 interviews, 62 coded reviews, one pattern: users don’t avoid Analytics, they’re afraid of what it might tell them

user persona

Sarah just wants to know if she’s okay.


Jeff needs to know why.


Two users, one broken dashboard

Research uncovered two key user behaviours: quick financial check-ins and deeper long-term tracking. While their motivations differed, both experienced friction that kept them from regularly using Analytics.

5 heuristics evaluated, 1 critical failure found, users have zero control over their own financial data

We reviewed the entire Analytics experience screen by screen, evaluated it against established usability heuristics, assigned severity ratings, and grouped the findings into five key themes.