This project aims to provide a platform where users can easily budget and gain financial literacy skills. The target audience for this product is young adults generally ranging from ages 18-35, who are having their first experiences with large-scale financial decisions and budgeting.
User Research: Surveys
The purpose of this research was to develop an understanding of people’s habits surrounding personal finances and money management. The screener surveys and in-person interviews look at how people feel about their personal finances, what sort of tools they use, and what resources would benefit their current financial situation.
User Research: Personas
The research was then used to create personas representing the primary users: Natalia the Learner, Dan the Go-Getter, Teresa the Caregiver.
Competitive Analysis: Heuristics
I did a competitive analysis on three of the most popular financial apps based on the findings from the surveys and interviews I conducted. The competitive analysis is based on Nielsen Norman Group's 10 heuristic principles. The apps I analyzed are Mint, RBC Mobile, and Wealthsimple.
Site Map + User Flows
Wireframes
Style Guide
User Interface
