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How can we make handling personal finances fun?

Role: UX/UI Design, Illustrator
Tools: Adobe XD, Illustrator

Let’s face it, money is stressful! Most finance dashboards are visually overwhelming, and very statistical. I decided to put a friendlier spin on a personal finance board to encourage millennials to keep track of their cashflow, and set goals for the future.

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Goal:

Create a light-hearted and simple dashboard with all items above the fold. Most dashboards are very busy, so the information should be easy to consume and manipulate.

Challenges:

Most people track their finances in multiple different places (bank account, spread sheets for budges, mobile applications) or not at all. It can be very easy for a bill or a payment to slip through the cracks.

Additionally, debit, credit cards, and online transactions make it very easy for a person to lose track of how much they spend per day, per week, and per month. Keeping track of budget, as well as income, while being proactive and paying off loans can be incredibly overwhelming. By integrating different financial accounts

Many young people (especially those who may have grown up in lower socio-economic households) are not taught the basics of financial wellness. As a result of lack of insight into their financial situation, and little information around financial wellness such as savings, investing, and paying off debt, those in poorer households tend to feel discouraged when it comes to money, and oftentimes feel stressed living paycheck to paycheck.

I chose to explore the challenge through the lens of designing a lighthearted experience with color, customizable categories, as well as prompts to set goals to make finances feel less overwhelming, and more approachable.

 
Low Fidelity Wireframe

Low Fidelity Wireframe

Solution:

The dashboard was designed with simplicity in mind. There’s a very minimal layout with all the important information above the fold. Users have insight into upcoming bills, their personal budget goals, and also individual transactions. To get a better idea of spending trends, views can be manipulated by clicking directly on the web parts. Spending and Analytic trends are shown with colorful illustrations that rotate on a carousel.

Moodboard:

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Dashboard Overview:

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Additional Features:

Transaction View:

Users have insight into all their debit, and credit transactions. This allows them to keep an eye on their spending. Transactions can be filtered by date, and also by category (deposit, transfer, withdrawal). Additionally by clicking on a transaction, a user is able to add a #Hashtag to help organize and identify transactions.

Goal Setting:

Users can set financial goals based around their lifestyle. Fundsy will then offer unique views on dashboards and notifications and tips so that users can keep to their goals.

Account Integration:

Users can sync Fundsy with their online bank account, student loans, investment and credit accounts, and google drive spreadsheets.

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