From Overwhelming to Organized
Redesigning how AI presents information.
My Role
Product Designer
What I worked on
Research & Prototyping
The Problem
Current AI interfaces overwhelm users by presenting information all at once.
When analyzing complex information such as personal finances, users need different levels of detail. Some users want want quick insights, while others want to deep dive into specific areas.
Solutions
The Design Approach
I redesigned Claude's response interface using progressive disclosure patterns, allowing the user to:
See key insights immediately (summary cards)
Expand only on sections they care about (collapsible data visualization)
Control information density with an "Expand All" toggle
The User Flow
The user asks Claude to analyze spending with privacy reassurance
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data. I can work with the following:
Privacy note: Your financial data is processed securely and isn’t stored after our conversation ends.
Bank Statement CSV
Export from your bank's website (most common)
Excel Spreadsheet
Custom tracking sheet with transactions
PDF Statement
I'll extract transaction data from your PDF
Upload Your Financial Data
Drag and drop or click to browse
Choose File
Supports: .csv, .xlsx, .xls, .pdf
Max file size: 10MB
Tip
For best results, include at least 3-6 months of transaction history. Make sure your file includes dates, descriptions, and amounts.
Reply to Claude
Transparent loading states
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data.
bank_statement_2024.csv
124 KB Uploaded
Claude
$
Analyzing Your Finances...
This should only take a moment
Reading transaction data
Categorizing expenses
Identifying spending patterns
Generating recommendations
Reply to Claude
Scannable overview of results with expandable details
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
Your Financial Overview
Expand all
Total Income
$5,240
↗ +8% vs last month
Total Spending
$3,150
↘ -12% vs last month
Savings Rate
40%
$2,090 saved
Biggest Category
Housing
38% of spending
Key Insight
You're spending 21% more on dining out compared to 3 months ago. Reducing this by half could save you $325/month.
MONTHLY SPENDING TREND
MONTHLY SPENDING TREND
SPENDING BY CATEGORY
SPENDING BY CATEGORY
RECOMMENDED ACTIONS
RECOMMENDED ACTIONS
Reply to Claude
The user asks Claude to analyze spending with privacy reassurance
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data. I can work with the following:
Privacy note: Your financial data is processed securely and isn’t stored after our conversation ends.
Bank Statement CSV
Export from your bank's website (most common)
Excel Spreadsheet
Custom tracking sheet with transactions
PDF Statement
I'll extract transaction data from your PDF
Upload Your Financial Data
Drag and drop or click to browse
Choose File
Supports: .csv, .xlsx, .xls, .pdf
Max file size: 10MB
Tip
For best results, include at least 3-6 months of transaction history. Make sure your file includes dates, descriptions, and amounts.
Reply to Claude
Transparent loading states
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data.
bank_statement_2024.csv
124 KB Uploaded
Claude
$
Analyzing Your Finances...
This should only take a moment
Reading transaction data
Categorizing expenses
Identifying spending patterns
Generating recommendations
Reply to Claude
Scannable overview of results with expandable details
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
Your Financial Overview
Expand all
Total Income
$5,240
↗ +8% vs last month
Total Spending
$3,150
↘ -12% vs last month
Savings Rate
40%
$2,090 saved
Biggest Category
Housing
38% of spending
Key Insight
You're spending 21% more on dining out compared to 3 months ago. Reducing this by half could save you $325/month.
MONTHLY SPENDING TREND
SPENDING BY CATEGORY
RECOMMENDED ACTIONS
Reply to Claude
The user asks Claude to analyze spending with privacy reassurance
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data. I can work with the following:
Privacy note: Your financial data is processed securely and isn’t stored after our conversation ends.
Bank Statement CSV
Export from your bank's website (most common)
Excel Spreadsheet
Custom tracking sheet with transactions
PDF Statement
I'll extract transaction data from your PDF
Upload Your Financial Data
Drag and drop or click to browse
Choose File
Supports: .csv, .xlsx, .xls, .pdf
Max file size: 10MB
Tip
For best results, include at least 3-6 months of transaction history. Make sure your file includes dates, descriptions, and amounts.
Reply to Claude
Transparent loading states
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data.
bank_statement_2024.csv
124 KB Uploaded
Claude
$
Analyzing Your Finances...
This should only take a moment
Reading transaction data
Categorizing expenses
Identifying spending patterns
Generating recommendations
Reply to Claude
Scannable overview of results with expandable details
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
Your Financial Overview
Expand all
Total Income
$5,240
↗ +8% vs last month
Total Spending
$3,150
↘ -12% vs last month
Savings Rate
40%
$2,090 saved
Biggest Category
Housing
38% of spending
Key Insight
You're spending 21% more on dining out compared to 3 months ago. Reducing this by half could save you $325/month.
MONTHLY SPENDING TREND
SPENDING BY CATEGORY
RECOMMENDED ACTIONS
Reply to Claude
The user asks Claude to analyze spending with privacy reassurance
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data. I can work with the following:
Privacy note: Your financial data is processed securely and isn’t stored after our conversation ends.
Bank Statement CSV
Export from your bank's website (most common)
Excel Spreadsheet
Custom tracking sheet with transactions
PDF Statement
I'll extract transaction data from your PDF
Upload Your Financial Data
Drag and drop or click to browse
Choose File
Supports: .csv, .xlsx, .xls, .pdf
Max file size: 10MB
Tip
For best results, include at least 3-6 months of transaction history. Make sure your file includes dates, descriptions, and amounts.
Reply to Claude
Transparent loading states
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data.
bank_statement_2024.csv
124 KB Uploaded
Claude
$
Analyzing Your Finances...
This should only take a moment
Reading transaction data
Categorizing expenses
Identifying spending patterns
Generating recommendations
Reply to Claude
Scannable overview of results with expandable details
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
Your Financial Overview
Expand all
Total Income
$5,240
↗ +8% vs last month
Total Spending
$3,150
↘ -12% vs last month
Savings Rate
40%
$2,090 saved
Biggest Category
Housing
38% of spending
Key Insight
You're spending 21% more on dining out compared to 3 months ago. Reducing this by half could save you $325/month.
MONTHLY SPENDING TREND
SPENDING BY CATEGORY
RECOMMENDED ACTIONS
Reply to Claude
The user asks Claude to analyze spending with privacy reassurance
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data. I can work with the following:
Privacy note: Your financial data is processed securely and isn’t stored after our conversation ends.
Bank Statement CSV
Export from your bank's website (most common)
Excel Spreadsheet
Custom tracking sheet with transactions
PDF Statement
I'll extract transaction data from your PDF
Upload Your Financial Data
Drag and drop or click to browse
Choose File
Supports: .csv, .xlsx, .xls, .pdf
Max file size: 10MB
Tip
For best results, include at least 3-6 months of transaction history. Make sure your file includes dates, descriptions, and amounts.
Reply to Claude
Transparent loading states
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
I’d be happy to help you analyze your spending and identify saving opportunities! To get started, please upload your financial data.
bank_statement_2024.csv
124 KB Uploaded
Claude
$
Analyzing Your Finances...
This should only take a moment
Reading transaction data
Categorizing expenses
Identifying spending patterns
Generating recommendations
Reply to Claude
Scannable overview of results with expandable details
9:41
Sonnet 4.5
Can you analyze my spending from the last 6 months and tell me where I can save money?
Your Financial Overview
Expand all
Total Income
$5,240
↗ +8% vs last month
Total Spending
$3,150
↘ -12% vs last month
Savings Rate
40%
$2,090 saved
Biggest Category
Housing
38% of spending
Key Insight
You're spending 21% more on dining out compared to 3 months ago. Reducing this by half could save you $325/month.
MONTHLY SPENDING TREND
SPENDING BY CATEGORY
RECOMMENDED ACTIONS
Reply to Claude
Why This Matters:
Financial data is sensitive and complex. Users need to quickly understand their situation without being overwhelmed, while still having to access detailed analysis when needed. This design balances clarity with depth.
Key Design Decisions
Information Architecture
Summary cards FIRST (income, savings, biggest category)
Key insight callout - in other words ONE key thing a user should take away or act on
Collapsable sections for deeper dives (line charts, recommendations)