Making Revolut’s analytics dashboard easier to understand for everyday users

Making Revolut’s analytics dashboard easier to understand for everyday users

Revolut users struggled to make sense of raw transaction data. We redesigned the analytics dashboard to surface meaningful insights across income, spending, budgeting, and travel, helping users make confident financial decisions.

Before
After

[Industry]

Travel / Tourism

[Team]

Tree

[Platforms]

Mobile App

[Timeline]

Sep 2025

[Project Overview]

evolut has plenty of data but little insights

Revolut is a financial super-app and founded in 2015 in London, it does everything: Spending, saving, investing, multi-currency. But giving everything ≠ giving clarity.

[Discovery]

When clarity got lost in the numbers

Revolut users don’t lack data, they struggle to make sense of it. They see numbers everywhere, but no clear story of their finances. The real need is not just more data, but clarity:
seeing spending patterns, tracking goals, and managing currencies → without feeling overwhelmed.

Millions of new users are joining, but many still feel overwhelmed by
Millions of new users are joining,
but many still feel overwhelmed
by

Revolut users don’t lack data, they struggle to make sense of it. They see numbers everywhere, but no clear story of their finances. The real need is not just more data, but clarity:
seeing spending patterns, tracking goals, and managing currencies → without feeling overwhelmed.

Here are the key highlights of what users are saying about Revolut.
Feature Inconsistency & Relevance Issues

Useful features (like “All-time view” or analytics button) suddenly removed.

Crypto on the main dashboard feels unnecessary for most users.

Cluttered & Overloaded Dashboard

Too many services shown at once create confusion and overwhelm.

Ads and promotions on the home screen distract users from core tasks.

Features feel scattered, not integrated → dashboard lacks clarity.

Information Overload vs. Actionable Insights

Analytics are descriptive, not prescriptive → too much data, no advice.

Users feel overwhelmed by numbers, charts, and transactions.

Missing visualization for financial health tools (e.g., emergency savings).

Lack of Transparency & Trust

Fees (especially FX on weekends) are unclear → users feel misled.

Feature Inconsistency & Relevance Issues

Useful features (like “All-time view” or analytics button) suddenly removed.

Crypto on the main dashboard feels unnecessary for most users.

Cluttered & Overloaded Dashboard

Too many services shown at once create confusion and overwhelm.

Ads and promotions on the home screen distract users from core tasks.

Features feel scattered, not integrated → dashboard lacks clarity.

Information Overload vs. Actionable Insights

Analytics are descriptive, not prescriptive → too much data, no advice.

Users feel overwhelmed by numbers, charts, and transactions.

Missing visualization for financial health tools (e.g., emergency savings).

Lack of Transparency & Trust

Fees (especially FX on weekends) are unclear → users feel misled.

When comparing user feedback with Revolut’s own reports and official statements, clear gaps emerged:
📌 Confusing Analytics

Revolut: “We make money management simple and seamless. Revolut 10 = major redesign (2024 Report).”

Users: “Too complex, no clear insights.”

Promised financial guidance → delivered raw numbers

📌 Overcomplicated Dashboard

Revolut: “We make money management simple and seamless. Revolut 10 = major redesign (2024 Report).”

Users: “The app feels cluttered, full of ads and too many steps.”

Brand promise of simplicity → real experience of complexity

We excluded areas like trust, support, and fraud detection from this case study, since our research focus was specifically on dashboard clarity and financial insights, the experience most closely tied to Revolut’s core brand promise as a financial super-app.
Seeing the human side of finance

To move past surface feedback, we interviewed eight active users with different financial habits. Their stories revealed small frustrations that added up to a larger emotional burden.

When comparing user feedback with Revolut’s own reports and official statements, clear gaps emerged:
Currency management felt confusing and error-prone

To be sure money comes from the right currency.

Hesitate to exchange manually.



This lack of clarity reduces their trust in the app.

Spending insights came too late

Spending insights came too late

Checking the category after spending instead of getting proactive alerts.

Felt unsupported.

Unable to mange finances in real time.

Budgeting felt unclear and discouraging

Process lacked guidance → avoided or abandoned budgeting.

Uncertainty → Feel unconfident & less engaged with app.

Analytics felt hidden and shallow

Most users didn’t know about Analytics feature (Awareness).

Some users just found the features too basic.

Offered summaries, not insights → so don’t feel like a real financial tool.

Currency management felt confusing and error-prone

To be sure money comes from the right currency.

Hesitate to exchange manually.



This lack of clarity reduces their trust in the app.

Spending insights came too late

Spending insights came too late

Checking the category after spending instead of getting proactive alerts.

Felt unsupported.

Unable to mange finances in real time.

Budgeting felt unclear and discouraging

Process lacked guidance → avoided or abandoned budgeting.

Uncertainty → Feel unconfident & less engaged with app.

Analytics felt hidden and shallow

Most users didn’t know about Analytics feature (Awareness).

Some users just found the features too basic.

Offered summaries, not insights → so don’t feel like a real financial tool.

[Ideation]

People behind the numbers reveal to distinct user types

They are an active, data-driven user who tracks balances and expenses closely, relies on analytics before spending, and values good exchange rates, zero commission, and transparent plans.



Frustrations

Expense categories are too broad.

When the budget is exceeded, the app gives no clear guidance → leads to uncertainty and dropping the goal.

Default currency settings are confusing and lead to mistakes in payments

Passive Tracker

Passive Tracker

He checks spendings only when money runs out fast, but he checks his analytics once in a while when app sends him notifications of his spending insights once in a while. He mainly uses the daily balance for practical needs like splitting salary or paying rent.

Frustrations

Negative reports create stress, and missing accuracy/reminders reduce trust.

Information is sometimes inaccurate or missing reminders.



Active Tracker

Active Tracker

What Competitors Do Well, And Where Users Are Still Left Wanting

Revolut competes in a crowded landscape of digital-first finance apps. Direct competitors like Wise, Monzo, and N26 focus on banking and money movement, while Buddy represents the “indirect” space of personal finance management and budgeting.

Our analysis shows that apps excel in distinct areas:



Multi-currency clarity & transparent FX fees → builds user trust

Strong categorisation & savings features → simplify spending and goal tracking

Clean, minimal summaries → reduce cognitive load for users

Gamified budgeting & collaborative features → increase engagement and motivation

Lack of actionable insights in all apps

Most financial and banking apps fail to deliver actionable insights.

When insights are offered, they are often shallow and generic.

Users rarely get practical guidance they can apply to real financial decisions.

Spotting opportunities, framing solutions
Spotting opportunities, framing solutions

From exploring the landscape of possibilities, certain ideas clearly stood out as game-changers. Mapping these ideas against effort and impact revealed where we could create immediate value and where we could innovate for long-term engagement, turning a cluttered dashboard into a space where numbers finally make sense.

[Design]

Turning insights into interface
Turning insights into interface

Translating user needs into clear, functional design decisions. Each element of the new dashboard reflects the insights gathered from real user struggles.

[Key Learnings]

The Moment It Clicked

Many people open their Revolut app with good intentions, to check, to plan, to feel in control. But what we found is that numbers alone don’t give people peace of mind.
The most surprising discovery was how hidden analytics were. Users weren’t avoiding insights, they simply didn’t know where to look. That changed our perspective completely.
“Data is powerful only when it tells a story people can understand.”

Thank you for taking the time to explore our work.


This project taught us the power of empathy, teamwork, and thoughtful design.
We hope it inspires new ideas and conversations about how to make financial tools more human.
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