Our client's financial app helps customers manage their money. Through research, we discovered that users, especially parents, struggle to balance daily expenses with long-term savings goals. We redesigned their budgeting experience to help users make everyday financial decisions that support their larger objectives.
Note: This project has been rebranded to protect client confidentiality.
Product Design
Userflows & prototypes
Interaction & visual design
Development heand-off
Conducting user interviews revealed a significant difference between recommended budgeting practices and the way people budget in real-life.
Research Insight: During interviews, users expressed that budgeting requires major lifestyle changes.
Solution: Provide context-based actions for budgeting to support users where they’re at.
Research Insight: During prototype testing, users expressed that they often abandon budgeting apps due to their rigid tracking systems
Solution: Provide opportunities to adjust their budget allocations, but also ideas for reducing spending without changing their lifestyle.
Research Insight: During interviews, users shared they stopped looking at their budget after awhile because it kept reminding them that they’re failing.
Solution: Emphasize the wins wherever possible
