FINPLAN - Money Management App
Application
About
The goal of this project is to design and develop a finance app that helps users easily set budgets and track their expenses. The app aims to provide a seamless, user-friendly interface that allows users to manage their finances efficiently, control their spending, and achieve their financial goals.
Finance App
5 Days
2024
Design Process
The design process for the finance app was structured to efficiently deliver a user-focused solution within the given 5-day timeline.
Research
Business Analysis
Questionaire
User Interview
Competitive Analysis
Empathy Map
User Persona
Journey Map
Final Output
Visual Design
Prototyping
Reviews
User Testing
Design Work
Mind Map
Flow Chart
Low Fidelity Wireframes
High Fidelity Wireframes
Design System
2 Days
2 Days
1 Day
Competitive Analysis
The Competitive analysis helped me to developing a Finance App and was able to identifying and evaluating the competitors to understand their strengths, weaknesses, and market positioning. This information helped me to differentiate my app, identify potential gaps in the market, and develop effective marketing strategies.
Empathy Map
An empathy map serves to understand the perspectives, feelings, and motivations of your users, establishing a foundation for the design of user-focused products. Displayed here is the empathy map for Finplan app.
What they says
What they does
What they feels
What they thinks
I need a better way to track my expenses
Am I making the right financial decisions?
Will this app help me track my goals?
See Multiple Apps
Regularly check bank balances, budgets, and investments
Set financial goals and review progress
Concerned about security and privacy
Anxious about managing money and investments
Frustrated if the app is hard to use or data isn’t accurate
Empowered when finances are in control
I need something simple
I want to see where my money is going at a glance
Make payments, transfer funds, and manage expenses
Explore different features such as savings recommendations
Too many features is complicated
How can I save more efficiently?
Is my money safe here?
User Persona
Journey Map
The user journey map is a process helps visualize how users will move through the app, what challenges they might face, and what opportunities exist to improve their overall experience.
Stages
Need for information
Research
Decide
Service Delivery
Post-Service Evaluation
Steps
User realizes they need help managing finances and they search for tools or apps.
Compare various finance apps (features, pricing, security) and reads user reviews and expert opinions.
Choose the best suited app for their needs and set up an account and link bank details.
Use core features like budgeting, tracking, goal setting, and investments.
Start tracking daily expenses and savings progress.
Review app effectiveness for tracking and optimizing finances.
Thinking
I need to get control over my finances and better way to save or invest?
Which app suits my needs the best? and Is it safe and trustworthy?
Will this app solve my financial concerns?
I hope this setup process is easy.
This app should make my financial management smoother.
Am I progressing toward my goals?
Has this app improved my financial health?
Was the investment tracking accurate?
Doing
Explore app stores and websites for finance tools.
Check the app features, pricing, ratings, and security certifications.
Download the selected app and filling personal and financial details, link accounts
Set up budgets, goals, and track progress regularly, analyze spending and income trends
Evaluate the user experience over time.
Decide whether to continue using the app or explore alternatives
Feeling
Overwhelmed by lack of financial clarity.
Curious but skeptical about how finance apps work.
Excited but cautious while researching options.
Worried about the app's security and data privacy
Anxious about linking personal financial details.
Optimistic about improving their finances
Relieved by automated tracking.
Satisfied if they notice improvement in saving/investing
Confident if goals were achieved.
Frustrated if the app didn’t meet expectations or was overly complicated
Pain Points
Difficulty finding accurate, trustworthy information.
Uncertainty around the best financial tools to use.
Too many options, leading to decision fatigue.
Fear of data breaches or hidden costs in the app
Frustration if the onboarding process is complex or time-consuming.
Concern about privacy and transparency
Some features might be difficult to use.
Budgeting or tracking may not reflect real-time data.
Inaccurate data or slow performance.
Lack of sufficient customer support for resolving issues.
Opportunities
Highlight the app's unique value proposition (e.g., ease of use, security).
Provide clear, unbiased comparisons.
Offer trials or demos to build trust and confidence
Simplify the onboarding process with easy-to-follow steps.
Reassure users with robust security measures
Offer personalized insights and improvement recommendations.
Use intuitive design for easy access to core features
Collect user feedback and continuously improve the app.
Provide personalized post-service engagement to retain users.
MIND MAP
Finance Application Features
Expense Reports
Transaction Categorization
Receipt Scanning
Expense Tracking
Transaction Categorization
Search and Filter Options
Detailed Transaction Records
Transaction History
Budget Visualization
Income Tracking
Expense Categories
Budget Tracking
Savings Milestones
Progress Tracking
Goal Setting
Saving Goals
Flow Chart
A user flow is a step by step visual representation of how the user moves through an application and shows what happens at each step along the way.
Flow Chart
A user flow is a step by step visual representation of how the user moves through an application and shows what happens at each step along the way.
Style Guide
Typography
For Finplan app's typography, I decided on Poppins as the main font. Its clean, contemporary, sans-serif style guarantees outstanding legibility and an accomplished look. Thanks to its balanced measurement and minimalist nature, this typeface is brilliantly suited to the app.
Poppins
28
22
17
34
Poppins
Poppins
Regular
Medium
Semibold
Aa Bb Cc Dd Ee Ff Gg Hh Ii Jj Kk LlMm Nn Oo Pp Qq Rr Ss Tt Uu Vv Ww Xx Yy Zz
0 1 2 3 4 5 6 7 8 9 #@$!%&
Colors
For this project I have used Purple and Blue as base color for buttons, backgrounds and other main elements. Also used other secondary colors for different types of elements.While creating color palette Accessibility, Usability also considered.
#20D65F
#FFDB01
#F7362D
#6439FF
#071A3B
Icons
For the icons, I used the Material Design Library . This library provides a cohesive set of icons that adhere to established design principles, ensuring consistency and clarity across the interface.
Low Fidelity
Low-fidelity designs are a crucial part of the application development process, especially in the early stages of design. These are simplified, often hand-drawn or basic wireframes.
FinPlan
Manage Your Money,
Anytime, Anywhere
Set budgets and receive alerts to stay within financial limits
Visualize financial insights through charts and graphs for better decision making.
Easily categorize and monitor daily, weekly, and monthly spending
Curious to see it in action? Check out the prototype below!
Spending Goals
Yes
Yes
Yes
Customer Support
Business Hours
Limited
24/7 Support
Visual Appeal
Functional but basic UI
Simple & Focused
Clean & Modern UI
App User Experience
User-Friendly
Basic
Comprehensive
Subscription Plans
Yes
Free
Free
Ad-Free Experience
No
Yes
Yes
Expense Tracking
Yes
Yes
Yes
Payment Options
In-app purchases
In-app purchases
In-app purchases
Reports & Analytics
Advanced
Basic
Intermediate
Security
Yes
Yes
Yes
Cloud Backup
Yes (in paid version)
No
Yes (Free version)
Budget Customization
Yes
Yes
Yes
Data Sync
No
No
Yes
Multi-Currency
Yes
Yes
Yes
Service Type
Budget & Expense Tracking
Budget & Expense Tracking
Budget & Expense Tracking
User Ratings
4.7
4.1
4.6
Features of Apps
Money Manager
MyMoney
Ivy Wallet
Conclusion
The FinPlan Money Management App simplifies financial planning with a user-friendly, visually appealing design. By integrating features like expense tracking, budget planning, and savings goals, it empowers users to manage their finances effortlessly.
The iterative design process and user feedback ensured an intuitive experience that caters to real-world needs. It was a rewarding journey, showcasing my ability to conduct in depth research, solve user pain points, and deliver a product that resonates with real-world needs. This case study reflects my commitment to creating purposeful, user-friendly solutions and my passion for innovation in UI/UX design.