Created for OneBanc.ai
Muneem
Expenses Tracking and Management

This work has been redacted due to a Non-Disclosure Agreement. 

Task Brief

Redesign the flow for an expenses app

Process Followed
Double Diamond Framework – Discover, Define, Develop, Deliver

Discovery

What problems are users facing?
Competitive Analysis
As suggested, initially a detailed run-through analysis of existing solutions was done
Walnut – Data Eccentric but vaguely concatenated
Pros –
  • Automated transaction sync from SMS data.
  • Daily summary notifications
  • Compiled Statement Reports
  • Graph based statistics
Monito
Pros –
  • Clean and neat UI
  • Can set recurring expenses and dues
  • Statistics based on categories
  • Excel import and export reports
MoneyLover –
Pros –
  • Statistics based on categories
  • Active reminders and notifications
  • Goal and budget based approach
  • Detailed Reports

User Analysis

Few assumptions were made on the target audience to identify active users –

  • Young Professional with income sources – active or passive
  • Needs to track money spending habits
  • Average tech user with average attention span
  • Wants to work on money management and savings
Pain points and problems identified –
  • Where is my money going?
  • How to decrease outflow?
  • How to prioritise saving for wants or impulsive buys?

Define

What problems to fix?

How Might We … ?
  • Keep a simple track
  • Get reminded for dues, spends, and records sync
  • Spend less, save more, or invest
  • Wants to work on money management and savings
  • Provide security and confidentiality
User Performed Tasks
  • Able to create and update transaction records
  • Set budgets, dues, and goals
  • Calculate or visualise expenses
  • Understand reports and changes
  • Maintain trust and accountability

Develop

Does this fix the problem?
Information Architecture
Proposed Solution

View Adobe XD Prototype

I’m always interested in hearing about fresh concepts and learning about new ideas.

Do you have an intriguing project? Let’s talk over a cup of chai!