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Fintech · Web app

Meridian

A finance dashboard that brings balances and transactions from several accounts into a single view.

Meridian dashboard showing two test accounts, the combined balance and account-specific transaction tabs.
Prototype dashboard populated with Plaid test accounts.

The starting point

To see how much money is spread across accounts, people need an overview. To understand an individual transaction, they need the detail for one account. I designed Meridian around those two questions.

What I built

I built the dashboard in Next.js, connected test accounts through Plaid and integrated Appwrite for sessions and account references. Tabs place transactions for the selected account directly below the combined balance.

The outcome

The prototype shows two test accounts, their combined balance and individual histories. Moving from the overview into the detail keeps the selected account visible.

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