The money manager “Circle” is a tool focused on helping people manage their money and encourage saving all in a single glance. Its primary target is adults whose sources of income are scattered in different accounts or come from different places which makes tracking their income and expenses complicated.

The Goal

Design an app that allows people keep track of their finances in a glance and encourage them to save money towards a goal or for a rainy day.

The Problem

Subscriptions and recurring automatic payments are becoming the norm, people have trouble knowing exactly how much they spend making it harder to save money.

Mr Role & Project Duration

UX and UI designer leading the app and responsive website from conception to final result during 1 month January to February 2023.

Research/Summary

01


After conducting a few interviews about personal finance management, three main issues came up as the most pressing:

  • Participants admitted ignoring their exact overall balance

  • Participants are having difficulties keeping track of their expenses 

  • As a result of the first two issues, participants struggled with putting money aside for their savings.

Research/Personas

02


Ellen

25 y. o recently graduated, lives alone.

  • Wants to keep spending in check

  • Wants to invest

  • Needs to pay student loan

Ellen needs to keep track of her income and expenses because she needs to pay the rent and wants spend money to support ethical causes.

Roger

38 y. o IT and father of 2 , lives with his family.

Roger is a busy professional who needs a single tool to check his balance because he receives income from multiple sources.

  • Wants to chek his income at a glance

  • Wants to have reminders

  • Needs all transactions in one place

Research/Pain Points

03


Multiple Cards

People have many credit cards making it tedious to track your expenses.

Little savings

Young generations are having increasingly hard to put money aside for savings .

Time consuming

Managing your finances requires time and effort.

Prototypes/Wireframes

04


UI Design

05


Onboarding

First time using the app presents you with a step by step to link your accounts.

Custom Time

Set up the range of time you want to show up in the home screen.

Store every transaction

Keep a history of all your transactions and compare them with charts.

Analize

Get a breakdown of your expenses,savings or income and sort them in a variety of ways.

Setup Checkpoints

Graphically mark your goals or alerts and get notifications when you reach them.

Desktop/Tablet UI

06


Widgets

07


Your finances in a glance

Set up Circle as a widget and configure it with as much information as you want to have an instant reminder of your updated finances safe from prying eyes.

Takeaways

08


The idea of a quick way of keeping track of your finances is, in my opinion, a helpful tool for today’s rhythm of life. The challenge I had to overcome for this project was to create a visual language capable of displaying your financial balance information at a glance and without giving it away if another person happened to see it. I feel that this could be a good solution for most users although I would also work on a version with customizable colors to make it accessible to everyone.

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