UX/UI Case Study
Personal Finance Manager: Mobile App
Sector
Fintech, Start-up
Challenge
Managing personal finances can be challenging, with users often struggling to keep track of their spending, adhere to budgets, and make informed financial decisions. The goal was to develop an app that addresses these challenges and empowers users to take control of their financial lives.
My role
Lead UX/UI Designer, Product designer
Solution
Your financial status at a glance
Finerio is a personal finance manager app designed to help users track their expenses, monitor their budgets, and achieve their financial goals.
All your accounts in one place
With Finerio, you can seamlessly link all your various bank accounts in one place and, from there, have complete control over all your expenses.
Adhere to budgets
This app enables you to establish distinct budgets for a range of categories, helping you save effectively and reach your financial objectives.
Research:
To begin, we conducted user research through surveys and interviews to understand the pain points, needs, and expectations of potential users. Our target audience consisted of young professionals, freelancers, and families looking to manage their finances more effectively.
Key Insights:
Insight #1
Users want a simple way to track their expenses and monitor budgets.
Insight #2
They desire personalized insights and recommendations to improve their financial health.
Insight #3
Users appreciate visual representations of their financial data for better understanding.
Design Process:
Based on our research findings, we followed an iterative design process to create wireframes, mockups, and prototypes, focusing on addressing the identified user needs.
Main Features:
Expense Tracking
Users can quickly add and categorize their expenses, with the app automatically syncing with bank accounts and credit cards for real-time updates.
Budget Planning
Finerio allows users to set monthly budgets for different categories, with visual progress bars and notifications to help them stay on track.
Financial Goals
Users can set and track financial goals, such as saving for a vacation or paying off debt, with personalized recommendations and progress tracking.
Insights and Analytics
The app provides personalized insights, such as spending trends and saving opportunities, with visually engaging charts and graphs.
Security and Privacy
Finerio uses advanced encryption and secure authentication methods to protect sensitive financial information.
Testing and Iteration:
We conducted usability tests on our interactive prototypes, gathering feedback from potential users to refine the design iteratively. The tests highlighted areas for improvement, such as simplifying navigation and enhancing the clarity of visualizations.
Outcome:
The final design of Finerio offers an intuitive and engaging user experience that simplifies personal financial management. The app's features effectively address the identified user needs, making it easy for users to track their expenses, monitor their budgets, and achieve their financial goals. With ongoing user feedback and analytics, the Finerio team continues to iterate and improve the app.