BACKGROUND
Why did I build this product?
I wanted to validate a problem I faced while using several financial trackers.
Aimed to design a product that would help users who were facing the same issues.
To expand my experience beyond UI/UX design into product management and research.
PROBLEM STATEMENT
Several financial tracking frustrations
When I used spreadsheets as my platform, so I needed extra time to customize the data to fit my specific needs.
I haven’t yet found a platform that can accommodate both tracking and budget control quickly.
I often forgot to record transactions and felt overwhelmed when my spending exceeded the planned budget
To validate these problems and gather more data from other users, I continued to the next step by conducting research 🚀
RESEARCH PLANNING
Research planning is crucial because it provides a roadmap for our research
Defining the objectives
Objectives were determined to ensure that the researched information would be more effective and not expand into irrelevant areas. Several objectives I set included:
Understanding user behavior and needs regarding financial tracker platforms.
Identifying UI/UX patterns used by competitors.
Discovering usability issues and improvement opportunities.
Scope
Questions & Methods
AFFINITY DIAGRAM
COMPETITOR ANALYSIS
The insights discovered from an analysis of our competitors
IDEATION-1
MVP Prioritization
Here I use the MoSCoW framework to prioritize design features.
IDEATION-2
UX Sitemap
IDEATION-3
User Flow
Sign up user flow
Add transaction user flow
Add wallet user flow
Add budget user flow
Add goal user flow
IDEATION-4
Wireframe
UI DESIGN
Translating the concept into visual design
USER FEEDBACK
Then, I conducted an informal design review with several peers to validate my design solution
IMPROVEMENT
Fixing the gaps to better meet user needs
After that, I proceeded to refine the design. I made some improvements not only from user feedback but also from deeper UI/UX insights that I discovered along the way. Since I want this MVP to work as a progressive web app, I also created the mobile version. In short, I refined the layout, features, and UX writing.
CLOSING
Thank you for visiting
That’s a wrap for my project! I would love to turn this concept into a real and scalable product someday. If you have any thoughts or feedback, feel free to discuss or leave a comment. Thank you!