Savvy PERSONAL BUDGET TRACKER
Duration of the project: 3 month, November - January 2021
Roles: UI & UX design
Savvy is a personal budget tracker for those who need to quickly and effectively control their money. Add Expenses, Income, checkout your balance and saving goals.
Purpose and Context
We believe that anyone can save money! It can be too late to start saving for a house on an island, comfortable retirement, or that special event where you want to celebrate life with your beloved ones; But it is never too early!
Who will use Savvy?
Everyone who owns a smartphone including teenagers, and those who don't have bank accouns to link credit card with the app. Early financial literacy teaches us to be more careful with money. We outlined users from a Story from the provided brief.
You don't need to be a financial expert to use our app.
Anyone can save money!
Money saving is Fun and Easy.
The main focus is on recording Income, Expenses, and Savings. We aimed to help people to analyze their own Financial state by visualizing comprehensive data. Financial awareness will help customers to reach the saving goals.
“As a money-saver, I need to be able to input information on the money I am receiving and spending (and on what), so that I can see an overview of my finances”.
UX MethodsI used Benchmarking analyses and User Interviews as primary UX methods. The choice was conditioned by the time and budget constraints.
User Flow Diagram
Initial diagram before the user test.
The logo has several connotations. It can be associated with a chain, bricks, a union, a part of a hall, and a US dollar.
We used the color phycology to determine the brand colors. Yellow-orange - cold, welth; Warm Green - life, prosperity.
- For the dark and light background we use contrast type
- In case of a busy background we put logo with an overlay
We have created several rounds of paper Low-fidelity wireframes to reach the optimal layouts. After we reached the optimal results we created mid-fidelity wireframes and tested them on users to make sure our flow works as expected.
Mid-Fi Wireframes & User Testing
We conducted 3 rounds of user testing to find and solve usability issues. Critical problems were solved after each participant including flow improvement and refining the content labels. Smaller issues were resolved after accomplishing the tests.
User testing materials are here
To facilitate user engagement we feature Savvy with the scan. According to the preference of the user he can choose to scan a bill or to add the desired amount manually.
The privacy of every person is important to us. We ask permission to access the Camera.
If there are several numbers on a billing customer can use a Marker to show the app which amount he wants to add.
After adding the desired amount, a customer can choose the Category of expenses. Such precision would help to see on what category of expenses to pay particular attention to.
Savvy allows seeing Expenses within a certain period, check details on the date of the activity and the amount.
The app would analyze the spending and show it with priority from highest to lowest.
The personal budget is a touchy subject. An additional password will protect our users from ineligible views even in case the phone will be in someone else hands than the owner.
Path for the Future iterations
According to the results of interviews, people presume they are more efficient when they have a concrete goal in mind. The project would benefit if we develop a flow for creating and accomplishing the Financial goal.
- Check accessibility. ALWAYS.
- Don't spend too much time on the initial user flow. After the user testing it will be changed anyway.
- Be able to articulate your design decisions. People from outside do not know all the constraints that you have met.
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