Money Matters
Empowering Everyday Finances
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.
Service
Product Design
What we did
- Userflows & prototypes
- Interaction & visual design
- Development hand-off
Setting up a budget flow adjusted for user expectation
Conducting user interviews revealed a significant difference between recommended budgeting practices and the way people budget in real-life.
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.
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.
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.
