Small step towards financial goals

Project overview

The application helps people save money quickly for particular goals. In addition, users receive information about their spending, which helps them successfully plan new goals.

• Role

  UX/UI Designer

• Duration

  Feb 2024 (5 days)

• Tools

  Figma

• Mentored

  Shahriyar Mohammadi (Senior PD at Bumble)

• As a user, I want to see an overview of how much my finances have changed and how much I am saving throughout the saving period, so that I can stay on track.
• As a user, I want to see a dashboard of my finances clearly and visually, so that I can see how much I am spending on what at a glance.
• As a user, I need to be able to tell the tool what my savings goal is and how long I have to reach it, so that I can save accordingly.

User Flow

I created a user flow where I presented the user’s path of creating a new goal.

I used purple color because it is often associated with wealth and prosperity so it can evoke in my app a sense of financial success and empowerment. The color is known to have a calming and soothing effect on the mind, so that users may feel more relaxed and at ease when managing their finances, reducing stress and anxiety.

The letter “M” symbolizes a bar chart, and at the top there is a curve going up and connecting the letters “M” and “I”.

The icons are simple, rounded, and friendly which will create trust among users.

Every penny counts towards your dreams ...

a finance app you can trust.

Key takeaways

• Key takeaways

  What I learned

  I learned how to present complex financial information in a user-friendly way and how to use data visualization techniques (graphs, dashboards, etc.).
• I practiced using gamification elements to motivate users to set and achieve their goals.

• Next steps

  An AI feature can be used to track the expenses. It can analyze them and based on the results give users advice on where to cut costs and how to manage a budget more appropriately.

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