Accounting System
A centralized financial system that brings multiple personal and business accounts into one clear, year-round view.
Goal: A system that reduces duplicate work during year-end accounting.
Role: Product Designer
Timeline: July 2026 - November 2026
How might one system support two people managing multiple personal and business accounts - without losing the separation required for accurate accounting?
2 people → multiple accounts → personal + business → one system
Challenge
Objectives
Tax Report
Categorize transactions
Accessiblilty
Easy to navigate
Cash Flow
Spending & Income
Central System
Multiple accounts tax preparation.
Centralized system for accounting to be used for personal tracking as well as yearly accounting when needed for filing personal and business taxes.
Problem Statement
Managing personal and business finances across separate accounts, receipts, invoices, and spreadsheets makes it difficult to maintain accurate records and distinguish business expenses from personal spending. A centralized accounting tracker is needed to organize income, expenses, and supporting documents throughout the year, providing a clear financial overview and reliable records for filing taxes.
Mapping the financial ecosystem
Multiple users, accounts, and transaction sources needed to remain distinct while contributing to the one shared financial dashboard.
Designing the System Architecture
With the financial ecosystem mapped, the next challenge was determining how information should move through the system. Each account needed to remain independently traceable while following a standardized structure that could feed into one centralized overview.
Results
Dashboard that auto-populates and links all persoal and business accounts for 2 people.
