SnapBudget
2022
Role: UX Designer
Overview:
A financial managing mobile application designed for low maintenance user experience focusing on camera features for in depth tracking.
Design Process
User Research
Problem & Objectives Proto Persona
Research Questions
Empathy Map
Problem Definition
Problem Statement
Feature Priority Matrix
User Flow
Prototyping
Lo-Fidelity
Mid-Fidelity
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User-Centered Approach: The design process begins with extensive user research, including empathy mapping and creating proto personas, to understand the target users' needs, pain points, and behaviors related to their finances. The goal is to create a contemporary mobile application that caters to the specific requirements of busy working professionals.
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Efficiency and Convenience: One of the key design principles is to offer financial organizational tools that are time-efficient and convenient for users. The app aims to help individuals manage their finances more often and more efficiently, allowing them to review their finances quarterly and yearly with ease.
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Financial Self-Awareness: The app aims to promote financial self-awareness among its users. By providing tools for budgeting, offering budget suggestions, and displaying expenses in different categories, the app helps users become more understanding of their finances and plan for short and long-term financial goals.
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Accessibility and Inclusivity: Considering the demographic of busy working professionals in the Bay Area, the app focuses on making financial management accessible to this specific group, including 21-26-year-old residents. It aims to cater to introverted, hardworking, and reliable individuals, taking into account their preferences and behaviors.
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Iterative Design Process: The design process involves various stages of prototyping, from low-fidelity to mid-fidelity wireframes. Usability testing is conducted at different stages to gather user insights and make iterative improvements to the app's design.
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Feature Prioritization: The app's feature priority matrix indicates the importance and effort required for different features. The team aims to focus on features that address users' pain points, such as providing finance tools for managing budgets conveniently.
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Overall, the Finance Tracking App aims to empower users with financial organization, self-awareness, and well-informed budgeting, while ensuring a user-friendly and efficient experience for busy working professionals in the Bay Area.
Research Problem Statement
The aim of this study is to comprehensively examine individuals' attitudes towards their finances and assess how these attitudes influence their budgeting behaviors
Research Objectives
1. I want to understand how aware an individual is of their financial spending
2. I want to discover how financially stable people with a middle income average are self aware of their finances and how important it is for them to budget.
Hello
Meet Alex Ro, 25
Goals & Needs
Alex needs to learn how to organize finances for short and long term savings. She's wants to feel financially secure with her retirement and real estate investments while being able to go on vacations.
Her goal is to become more understanding of her finances by being able to review finances quarterly and yearly more time efficiently.
Pain Points/ Potential Solutions
Alex is annoyed with reviewing expenses and having missing data from cash transactions.
She struggles with determining big spending budgets for vacations.
She lacks the time with her long shifts at work to manage finances.
Demographics & Behavior
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ISFT-J: Mostly Introverted, hardworking and reliable.
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Full time nurse in ER department
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Single
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Likes to read nonfiction books, foodie
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Loves to travel, low impact sports: Yoga and Golf
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Dislikes high impact sports: Tennis, Basketball, Soccer, etc.
Research Questions
Empathy Map
Interviewees
3 Interviewees
Bay Area Residents
21-26 Years Old
Says
”I actually are really terrible on tracking them because I just can't promise myself to do it. I would like to check every day”
“I mostly transact with credit cards.”
“I spend most of the money on my wants. I mean, I don't think about before buying anything.”
Does
General plan for Financial Goals
Reviews Finances not as often as they want
Uses Credit Cards for most transactions where they can view expenses on bank statements
Thinks
Maintaining a budget and looking at finances often is inconvenient and time costly
Feels
Wants to be able to manage their finances more often and more time efficiently
Be able to be more involved in finance and budgeting
Pain
Convenience & Time
Lack of Planning for Financial Goals
Lack of Self Awareness of Finances
Gain
Convenient & Time Efficient Finance Tool
Planning function for Finance Goals
Categorized Expenses for Organization
User Centered Problem Statement
We believe that by offering financial organizational tools specifically designed for busy working professionals, we can foster financial self-awareness and enable individuals to create well-informed budgets that effectively align with their financial goals.
Competitor Analysis
Findings
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'Linking to multiple accounts is a common feature
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No Features regarding linking to multiple devices and international banks
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Motivation/Goals for budgeting should be defined in onboarding to provide users clear usability
Feature Priority Matrix
Investment Opportunities
Credit Score Checks
Budget Suggestions
Joint Accounts
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Educational Resources for Students
Picture Receipt Feature
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Budgeting Tool
Subscription Cancellations
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Effort
Importance
High
Investment Opportunities
Credit Score Checks
Budget Suggestions
Joint Accounts
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Educational Resources for Students
Picture Receipt Feature
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Budgeting Tool
Subscription Cancellations
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User Value
Effort
Low
High
User Flow Diagram
Low-Fidelity
Splash/Welcome Screen
Log-In Screen
Home Screen
Add Transactions Screen
Snapping Screen
Error Message Screen
Snapping Screen
Confirmation and Options Screen
Manually Entering Transaction Screen
Calendar Feature
Category Feature
Iterations
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Added Graphs and Icons to upgrade UI
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Added Interactions to create a clickable Prototype
Color Scheme & Testing for Accessibility
Accessibility Testing was completed against the “WCAG Compliance Information” chart to ensure colors pass conformance.
Color Scheme
Test 1. Tab Bar
PASS
Test 2. Submit Button
FAIL
INITIAL
FINAL
Iterations
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Corrected typography to SF Pro for Consistency
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Checked Accessibility of colors on site
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Removed “time” from date and time section
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Edited words: “Rescan” to “Missing information” message for user clarification
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Increased “x” button for Accessibility
Next Steps
Gather Data and Insights from User Testing focused on function and interaction
Usability Testing 1
High Fidelity Wireframe and Prototype
Usability Testing 2
Based off User Testing, address possible issues and create iterations
Gather Data and Insights from User Testing focused on website design details and UI.