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Budgeting app
One-week design sprint
Budgeting mobile app
This is a Bootcamp project that I built in 2022. A mobile app that helps users to keep expenses under budget through tracking and to improve their financial behavior
TIMELINE
One week
MY ROLE
Solo project designer
DELIVERABLES
Define design goal
Research
Ideation
Wireframes
Usability testing
Visual design
TOOL
Figma
Illustrator
Paper and pen
PROBLEM STATEMENT
People still struggle to track and control their budgets even with an app.
BACKGROUND
I tried several apps to help me to track my spending and help me saving money; however, I could not always reach my saving goal. The turning point was when I started using Google Sheets to record my weekly expenditure and set a weekly spending goal ($200); surprisingly, the goal became easy to meet. After a year, when I checked the yearly cost and savings, I saved more money than before. I realized many of my friends were struggling with saving money and tracking their budgets as I was. So, I recommended the weekly spending recording tips to them, and the way also works for them.
UNDERSTANDING
The key to reaching big goals is to break them down into small steps.
GOAL & OUTCOMES
Build a short-term tracking budgeting app to help people track their weekly spending, save money, and finally allow them to reach a long-term financial goal.
Onboarding
Easy to set budget, saving time and reducing the learning curve.
Give users a quick way to set up their budget; instead of going to the landing page, I ask users do the primary setting in the onboarding section, which can allow users to get started quickly and avoid dropping off the app from the beginning.
Budget tracking
Add new expenses
Easy-to-add expenses
Users can use a simple and easy interaction to input their spending when they have new expenditures.
Budget Data Visualisation
Budget Data Visualisation is an interactive visualization, enabling users to drill down into weekly, monthly, and yearly expenditures and income.
Weekly budget control and alert
Outstanding alerts and the progress on the home page to show the updating budget status can help users always pay attention to their spending and financial goal.
Report
THE PROCESS
Researches
Persona
Expert review
Brainstorming
Key features
& user flow
Wireframes testing & iteration
Final UI
RESEARCH
Understand Users
Research Methods
20 responses
4 people
3 products
Define Users
After surveys and interviews, I found two types of users mainly relying on budgeting apps.
Problems
After surveys and interviews, I realized budgeting app users have some common pain points.
Persona
Learning users' pain points made me quickly come up with the User Persona.
Expert Review
I want to find out why people still struggle to track and control their budgets even with an app. So, I started to learn some existing budgeting apps.
Money manager and
finance tracker
Money & expense tracker
Household expense tracker
IDEATION
Concept
The key to reaching big goals is to break them down into small steps.
One-week budget tracker
Key Solution
Key Features & MVP
Information Architecture
User Flow
TESTING & ITERATION
Wireframes
Onboarding
Set a budget in an early stage with less effort.
Home page
- Break down the budgets helps control
progress accurately.
- Change the pie charts to bar charts which
can give a more straightforward visual effect
and save space.
Budget page
Always see your budget status.
FINAL VISUAL
Home Page
Short period milestone
Onboarding
Easy to set budget
Add New Expenses
Easy to add expenses
Budget Page
Data visulization
Thank you!
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