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An online tool developed to guide users through their finances to meet their savings goals.
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Overview

Through my experience with managing and budgeting finances, I am usually logging into the different banking and investment websites or apps to view my balance and spending habits. I will then consolidate the financials into a spreadsheet to track monthly savings to compare against my saving goals.

Problem

Users typically access multiple websites or apps to manage their finances. Although there are other apps to integrate other financial accounts, there is still a fear whether their financial details will be security protected. Therefore, causing users to manually track and calculate total monthly savings, saving goals progression. and where to reduce expenditures.

Solution

  • Integration with existing accounts to view the consolidated financial data in a single location.
  • Automated calculation of total monthly savings and saving goals progression.
  • Automated logic to monitor spending habits and suggest which category to reduce expenditures.

Brand Guidelines

Developing a style guide helps build brand identity that can be recognized across all platforms. It can also be used to stay consistent and on brand through marketing assets.
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User Flow Diagram

A user flow lays out the user’s movement through the product, mapping out each and every step the user takes—from entry point right through to the final interaction.
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UI Design

The goal of user interface design is to create a user interface that makes it easy, efficient, and enjoyable for users to interact with a product. The designs move through an iterative process from low to medium to high-fidelity wireframes.

User Story 1: As a user, I want to securely link my existing financial accounts to the app.

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User Story 2: As a user, I want to create a new savings goal.

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User Story 3: As a user, I want to view my financial goals and progression in a dashboard.

dashboard-wireframes

Mockups

Developing mockups are useful for understanding and communicating what the final interface should look like and gives stakeholders a chance to review the design and style before committing to building the app in a functional prototype.

User Story 4: As a user, I want to view my financial goals and be able to update them.

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User Story 5: As a user, I want to use the app across platforms (mobile, tablet, laptop).

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