UX/UI Design for Budget Planner Finance App
With user-centered approach, the goals was to create an intuitive interface for effortless financial management while incorporating gamification and interactive learning for enhanced financial intelligence.
London
2018
Fintech
1 - 20
Overview
Fintelli is a one-of-a-kind app that helps users manage their finances and learn to scale their financial intelligence. Fintelli's goal is to help people take control of their money so they can live the life they want.
Challenge
Managing finances is hard. It requires a lot of manual work, and it's easy to lose track of where users spend money. Money management apps are notoriously difficult to use and overwhelming for beginners. Most people don't have the time to learn how to manage money properly.
Solution
Fintelli allows users to view all bank accounts and credit cards in one place with just a few taps on the screen. They can categorize transactions automatically based on merchant or category or tag them manually if needed. It also helps analyze users' spending by category, merchant, or tag, allowing them to see which categories are responsible for most of their expenses and which are underperforming.
Role
I completed the app's full UI/UX design, supported by a brand new website with an optimized user experience and CMS integration.
12 min
Engagement
4.5*
User Satisfaction
1000+
First Quarter Active Users
Process
Research & Analysis: We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights
Information Architecture: Based on the research findings, we restructured the app's navigation and content, prioritizing features and information according to user needs.
Wireframing & Prototyping: We designed low-fidelity wireframes to visualize the new layout and navigation, iteratively refining them based on user feedback. Afterward, we built a high-fidelity, interactive prototype to test the design.
Usability Testing: We conducted usability tests with a diverse group of users to validate the design and identify areas for improvement. Based on the feedback, we made necessary adjustments to the design.
Visual Design & Style Guide: We developed a cohesive visual language, including color schemes, typography, and iconography, ensuring consistency throughout the app. We also created a style guide to maintain design consistency in future updates.
“Goran's exceptional UX/UI design skills have been instrumental in the success of Fintelli, our budget planner app. His ability to create an intuitive user experience, attention to detail, and innovative design choices have set our app apart. Goran's professionalism, reliability, and collaborative nature make him a valuable asset to any team.”
Zia Saeed
CEO
