SmartSpend Financial Dashboard
A one-page personal finance dashboard for budgets, transactions and savings goals.
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Overview
About the SmartSpend Financial Dashboard template
SmartSpend is a light, calm personal finance dashboard built on an off-white background (#f7f7f3) with deep green, soft sage and a lime accent, plus near-black text. DM Sans and Manrope keep headings and figures crisp, while Lucide icons and Chart.js charts give each card a visual anchor without clutter. Cards are roomy and the spacing generous, and the sample copy reads like a friendly nudge rather than a lecture.
Everything sits on a single page with a menu that jumps between Overview, Transactions, Budgets, Categories, Savings goals, Preferences and Contact. The overview stacks a cash flow chart with a period control, a monthly budget card, a spending breakdown, recent transactions and savings goal progress. Other sections add a filterable transaction list with CSV export, monthly and per-category limits, category comparisons, goal tracking, display preferences with backup and reset tools, and a contact form.
It suits fintech and personal finance products that need a working-looking dashboard rather than a marketing page, as well as money coaches and budgeting consultants who want to show clients how tracking could look. The sample name, currency, goals and support address are placeholders, so any finance app or advisory service can replace them. Because entries live in the browser, the template reads as a self-contained demo you can adapt and extend.
What's inside
Every section, ready to make yours
The page from top to bottom.
- 01
Overview header
A greeting headline with display currency and month selectors, an Add entry button and a short note that entries are saved in this browser.
- 02
Your cash flow
A chart of money coming in and going out, with a period control to change the range shown.
- 03
Monthly budget
A budget card that invites you to set a monthly limit, with a prompt shown until a budget exists.
- 04
Spending breakdown
Charts showing where money goes, including the top categories this month and expenses by category.
- 05
Recent transactions
A short list of the latest money movements with a filter control.
- 06
Savings goals preview
Progress toward each savings goal, with a Manage savings goals button.
- 07
Transactions page
The full transaction list with type and category filters, search, Clear filters and Export CSV, plus an Add new entry form for name, amount, category, date and optional note.
- 08
Budgets page
A monthly spending limit field, per-category limits and an at-a-glance summary of income, expenses and what is left.
- 09
Categories page
Expenses for the selected month broken down by category, with a details area comparing each category.
- 10
Savings goals page
A list of goals with progress, an Add a savings goal form for name, target, amount saved and target date, and a short planning note.
- 11
Preferences page
Display name, default currency and week start, an 80% spending alert setting, and data tools to export a CSV, save and import a backup and reset local data.
- 12
Contact page
Support phone, email and office address alongside a message form for name, email, subject and message.
Desktop and phone
On every screen
The live home page on a laptop and a phone. Hover over either to scroll through it.
Features
What you get
Cash flow charts
A Chart.js cash flow chart that redraws when you change the period control.
Transaction filters
Filter by type or category, search by name, clear everything and export the list as CSV.
Two-level budgets
Set one monthly spending limit plus separate limits for the categories that matter to you.
Savings goal tracking
Each goal carries a target, an amount already saved and an optional target date.
Local data with backups
Entries are saved in the browser and can be exported as CSV or a backup file, then imported again.
Preference controls
Choose a display name, default currency and week start, and switch on a budget alert at 80% spending.
Responsive layout
The dashboard cards, transaction table and forms adapt to phone screens.
Icon and type system
Lucide icons, DM Sans and Manrope run through the menu, cards and charts.
Make it yours
Customize SmartSpend Financial Dashboard
- 1Swap the deep green (#235c43), sage (#e8e9e2) and lime (#d9f27b) palette for your own brand colours, and change DM Sans or Manrope if your brand uses other typefaces.
- 2Replace the sample support phone, email and office address with your own details, and set the default currency and week start in Preferences so the dashboard opens in the right context.
- 3Connect the contact form in the editor so messages are delivered to your email once the site is published, with no server to set up.
- 4Adjust the starter transaction categories and sample savings goals so they match your product's vocabulary and the kinds of budgets your users keep.
- 5Trim or reorder the menu sections if your version needs fewer areas, since every section is anchored from the same single page.
From template to live site
- 1. Open it in the editor. Every page and file comes with it.
- 2. Make the changes. Click any text or image to edit it, or describe what you want and let the AI do it.
- 3. Publish. Your site goes live at its own address, ready to share.
FAQ
Questions about this template
How many pages does the template have?
One page with anchored sections reached from the menu: Overview, Transactions, Budgets, Categories, Savings goals, Preferences and Contact.
Can I change the currency and week start?
Yes. The Preferences section sets a display name, default currency and week start, and the overview also has a display currency selector.
Where is the financial data saved?
Entries are stored in the visitor's browser rather than a remote account, so the template includes CSV export, backup save and import, and a reset option.
Can the contact form reach my email?
Once the site is published, form messages can be delivered to the owner's email after the form is connected in the editor, with no server to set up.
Does it work on phones?
Yes, the layout adapts to smaller screens, including the summary cards, the transaction list and the forms.
Which fonts and colours does it use?
DM Sans and Manrope on an off-white page with deep green, sage and a lime accent, plus near-black text and Lucide icons.
Is this template free?
This is a Pro template. Anyone can preview every page; starting a site from it needs the Pro plan.
How do I start a website from this template?
Select "Use this template". It opens in the htmlhost editor, where you can change text and images visually or ask the AI, then publish your site in one click.
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Start with SmartSpend Financial Dashboard
A personal finance dashboard template with cash flow charts, budget limits, transaction filters, savings goals and preferences — all on one responsive page.
Updated October 2026