Finance Dashboard

A complete personal finance screen - balance KPI cards, a full-width cash-flow sankey from income sources to spending, spending-by-category rings, portfolio risk vs. return bubbles, a daily spending heatmap, and a transactions data table. Fully responsive, down to a slide-in drawer on mobile.

Finance dashboard
New tab
boardui.com/templates/finance

Finance

5

Total balance

$84,230

+3.2%

Income

$18,420

+6.1%

Expenses

$9,140

+2.4%

Invested

$32,400

+8.4%

Cash flow

$18,420

+6.1%
IncomeSpending

Spending by category

$5,810

+2.4%

Portfolio

7%

+6.2%
ReturnRisk score
Stocks8%
Funds3%
Crypto12%

Daily spending

$4,390

+3.6%
Mon
Tue
Wed
Thu
Fri
Sat
Sun
W1W3W5W7W9W11
LessMore

Total Results

140 transactions

Account
Category
Actions
Whole Foods Market
Groceries
Oct 28, 2026
-$135
Spotify
Subscriptions
Jul 15, 2026
-$12
Acme Corp payroll
Income
Jun 17, 2026
+$6,200
iCloud storage
Subscriptions
Feb 03, 2026
-$3
Electric utility
Utilities
Jun 06, 2026
-$91
Whole Foods Market
Groceries
Apr 05, 2026
-$161
Studio K invoice
Income
Dec 14, 2026
+$1,286
Shell
Transport
Nov 01, 2026
-$76
Netflix
Subscriptions
Dec 14, 2026
-$18
iCloud storage
Subscriptions
Apr 24, 2026
-$3

Installation

Finance Dashboard is a BoardUI Pro template, sold separately.

Dark mode ready - this template follows BoardUI semantic tokens automatically. Set up theme switching.

Pro access

Finance Dashboard is a Pro template.

Your BoardUI Pro license unlocks this template and all of its source files. Activate your license once, then install it directly into your project with the CLI.

01

Activate your license

Use the key from your Lemon Squeezy purchase email. You only need to do this once per machine.

npx boardui@latest login YOUR_LICENSE_KEY
02

Install the template

The CLI copies the source and resolves every BoardUI and npm dependency for you.

npx boardui@latest add template-finance

This template is included in BoardUI Pro

Get BoardUI Pro now and install it right away.

What's included

The template ships as a complete source package: the responsive app shell, balance KPI stat cards, the cash-flow sankey, the spending-by-category rings, the portfolio scatter with bubble sizing, the daily spending heatmap, the transactions data table (search, filters, sorting, pagination), and every base component and data file they depend on.