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Mobile Finance Application
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OVERVIEW
I began working on this project in 2024 and completed it over the course of 2-3 weeks. It is a mobile application for managing finances and setting financial goals. The app was designed in Figma. Below you will find a preview of the finished product followed by the process used to create it. This process includes the problem & goals as well as a chronological design procedure which addresses these goals along the way.
PREVIEW
Welcome Pages
Entry & Settings Pages
Main Pages
Notification & Goal Pages
PROBLEM
The problem that prompted the app's creation was review comments on several of the top financial apps in the app store. Despite being the highest-rated applications, these apps still had room for improvement without jeopardizing the quality of their existing user experiences. By reading user comments, the positive and negative aspects of the apps were separated to see which features should be included in the new design and which should be modified or removed to further improve the experience.
GOAL
The goal was to create a finance app that helped users create financial goals and reach them. The app should also include successful features found in existing finance apps such as account tracking, card linking, payment management, and investing. These app functions were to be included in a simple interface that kept the app straightforward and enjoyable to use. Below are the condensed versions of several frequently reported user comments on existing apps.
Features Table
STYLE GUIDE
The primary color of the app was green to relate the app to finance and to represent growth. However, on the main pages, the background color was white with green accents for readability.
Default Color Guide
Additionally, the balance wheel had various colors to help distinguish the spending categories for the previous month. This would help users visualize how much money was being spent on each aspect of their life rather than relying on numbers alone.
Balance Wheel
The app used text with a sharp, bold typeface as well as various font sizes to help distinguish the most important numbers on the page. The main font used for the app was Lexend. Grey rectangles were also added in dense text sections to help section off related information.
Lexend Font
SETUP
Low fidelity prototypes were created to ensure that the layout could fit all features and to eliminate later reworks.
Low-Fidelity Prototypes
CREATION
Once all features fit appropriately on the pages, next up was creating the finished versions of the application. I first created the home pages using the previously shown color guide for reference. To emphasize the importance of goal setting, as was desired in the user reviews, a goals page was included which was solely dedicated to creating and managing financial goals. Other important features such as credit/debit card linking, investment tracking, weekly spending breakdowns, and more were included as they were existing features in successful apps which users noted as excellent to have.
Finished Home Pages
After the main pages were complete, I made the goal-creation popup pages as well as the notification popups. These pages stuck to the style of both the color guide and the main pages to maintain consistency.
Finished Popup Pages
Finally, the welcome and settings pages were created as shown below.
Finished Additional Pages
FINAL THOUGHTS
The project was successful by the end of the semester, and the group received a good grade. Upon reflection, however, the project could still have been improved. For example, in a real usage situation, it would have made more sense to allow users to change additional aspects of their accounts such as name and potentially even email as these are usually alterable in today's websites. As this was my first long-duration design project in which I worked in a large group, I thought it was a good experience to see how the design process was affected when collaborating with others. The most important thing that I learned from this change was to always be clear in my communication and to communicate often. It was also important to ask many questions if needed to clarify others' communication so that the group was always on the same page. Overall, it was an enjoyable project, and the team members were all great to work with!
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