top of page

FI-NAN

ROLE

UX + UI Designer

The Challenge

How can we design an app and a responsive website that help friends or family groups manage household budgets effectively while enabling them to save for common goals (e.g., vacations) in a way that is dynamic, user-friendly, and prevents budget mismanagement, particularly for low-budget planning?

Length of Project

November 2024 - Current

THE OUTCOME

This involves addressing the following sub-challenges:

  1. Budget Allocation and Tracking

  2. Goal-Oriented Savings

  3. User-Friendly Interface

  4. Collaboration Features

  5. Customization and Flexibility​

LIVE PROJECT

WORK IN PROGRESS...​

Research Goals

  1. Identify the most commonly used apps and tools for managing group budgets.

  2. Understand methods and strategies groups use to set and track financial goals.

  3. Explore pain points and unmet needs in current tools and methods.

  4. Investigate group decision-making dynamics around financial planning.

PERSONAS

​

1. Emily (22)

  • Problem Statement: Emily struggles to split travel bills fairly and wants stress-free trips to deepen friendships.

  • Goal Statement: The app will simplify bill tracking, receipt scanning, and splitting unequal amounts fairly.

  • Measure of Success: Analyze the number of groups created, expenses logged, and payments settled.

2. Ybi (26)

  • Problem Statement: Ybi needs to keep her travel budget low to avoid financial stress.

  • Goal Statement: The app will reallocate budgets dynamically, offering suggestions and readjustments for better spending confidence.

  • Measure of Success: Track users consistently setting budgets and reducing overspending.

3. Ray (60)

  • Problem Statement: Ray needs an organized way to track and report business travel expenses.

  • Goal Statement: The app will help users create financial reports by categorizing expenses and storing receipts.

  • Measure of Success: Measure effectiveness through user reviews and the number of financial reports created.

​

Key Features

  • Shared expense logs with customizable contributions.

  • Dynamic budget reallocation based on real-time expenses.

  • Notifications and reminders for payment deadlines.

  • Visual trackers for progress toward savings goals.

bottom of page