Dashboard hierarchy tax first, then progress, then transactions. The dashboard opens with Annual Profit and Tax Liability as the dominant elements. This was a deliberate information hierarchy decision: the most anxiety-inducing question — "what do I owe?" — is answered immediately and prominently. Income Goal progress and Profit Progress charts follow, giving users a sense of momentum. Recent Transactions sits below, as a supporting detail rather than the lead.

The transaction table is the core daily-use surface of the product. Each row shows merchant name, amount, date, account source, and classification status — giving users a full picture of their financial activity at a glance. Unclassified transactions are visually flagged, creating a clear action queue without requiring users to manually identify what needs attention.

Classifying a transaction opens a dedicated modal rather than an inline dropdown. Classification requires multiple simultaneous decisions expense type, tax category, and business vs. personal split. A modal gives each decision enough space without cluttering the table view.

For users with large transaction volumes, bulk classification allows selecting multiple rows and applying the same category across all of them in a single action. When transactions are selected, a persistent action bar appears at the bottom showing the selection count with categorize, mark as personal, and exclude options visible only when needed, keeping the default table view clean.

Filters open as a side drawer from the right rather than expanding inline above the table. This preserves the full table width during filtering so users can see results update in real time without losing column context.

The Finances page breaks down the user's money into three distinct tabs Business Earnings, Business Spending, and Personal Spendings each with its own total displayed prominently in the header navigation. This separation was a deliberate structural decision: mixing business and personal flows in a single view would obscure the data that actually matters for tax purposes. By making the separation explicit at the navigation level, the design reinforces a mental model that freelancers need to build business and personal finances are not the same pool of money.

Each tab surfaces two complementary views: a categorized list on the left showing where money came from or went, and a visual breakdown on the right a bar chart for earnings by client, a donut chart for spending by category. The list answers "what," the chart answers "how much relative to everything else." Together they give users both the detail and the pattern without requiring separate screens.

The Reports page serves users who need to take their financial data outside of Lunafi for accountants, tax preparers, or personal record-keeping. It offers two report types: Profit & Loss, which summarizes total income versus expenses over a chosen time period, and Expense Details, which breaks down spending by category with optional filtering by business or personal type.

Both report types follow the same configuration pattern: select a time frame using preset tags (monthly, quarterly, yearly) or a custom date range via calendar picker, choose output format (PDF or CSV), and generate or send the report directly to an email address. The email field defaults to the user's own address, reducing friction for the most common use case sending to yourself or your accountant.

Category filtering in Expense Details allows users to scope the report to specific spending categories rather than exporting everything at once. This was important for users whose accountants only need certain expense types, not the full transaction history.