MY ROLE
UX Researcher
UX Designer
TEAM
Solo Project
TOOLS
Figma
Zoom
PROJECT OVERVIEW : Managing Money Smarter
Easely is a finance management app that helps users track expenses, manage credit cards, and set financial goals. It simplifies budgeting, payments, and savings for better financial control.
IMPACT
Improved financial clarity through simplified workflows.
Encouraged goal-driven behavior.
Designed for trust and transparency.
Validated usability through peer and mentor feedback.
PROBLEM : Finance Made Frustrating
In today's fast-paced world, many individuals struggle to manage their finances effectively, leading to stress and financial instability. Factors such as fragmented financial information, lack of budgeting tools, and limited financial literacy contribute to these challenges, leaving many without the support they need to achieve financial well-being.
Through user interviews and surveys, I identified four main pain points faced by individuals in managing their finances:
Tedious & Frustrating Money Transfers
Transferring money involved too many steps, causing delays and user frustration.
Unclear & Unmotivating Financial Goals
Users lacked clear guidance and visibility to set
and track financial goals.
Disjointed Credit Card Management
Tracking expenses and managing multiple credit cards felt scattered and overwhelming.
Lack of Clarity in Expense Tracking
Users found it difficult to view, categorize, and understand their spending patterns clearly.
SOLUTION : Seamless Financial Planning
Introducing Easely - Personal Finance Manager
Send or receive money in just a few clicks—quickly, securely, and without the hassle. Designed for speed and simplicity, so users can focus on what matters, not the process.
Track expenses and set goals
Easily analyze your expenses by categories like food, travel, and more to understand where your money goes. Use these insights to set personalized financial goals and stay on track with your budget.
Credit card management
Gain complete control over all your credit cards with Expendi, all in one place. Get real-time tracking and category-based spending analysis to manage your finances smarter.
RESEARCH : User-Driven Insights
Followed the human-centred design method that's why I went through a lot of surveys and interviews.
10
Interviews
29-34
35-45
46-50
23-28
18-22
Age Group
5%
15%
40%
30%
10%
50+
Surveys
80%
Do you feel stressed about managing your expenses?
90%
Have you ever set a financial goal but failed to track it?
95%
Are you struggling to manage credit card transactions?
10%
Do you categorize your expenses (eg. Food and Fuel)?
“I would want to see
comparison results on
a monthly basis.”
“I should be able to
send, receive and add
money easily.”
DESIGN : Early UI Sketches
Lo-Fi Wireframes
Mid-fidelity wireframes for Expendi outline the app’s core functionality and layout, providing a clear visual representation of the user interface. These wireframes focus on structure and usability without detailed design elements. They serve as a crucial step in refining the app's user experience before moving to high-fidelity prototypes.
Design System
Easely's design system creates a clear and consistent style for its visuals and interactions. It sets standard colors, fonts, and UI elements to keep the app looking uniform. This approach improves usability, strengthens brand identity, and makes development more efficient for a smooth user experience. LottieFiles - Lightweight, scalable animation files that enhance UI/UX with smooth, high-quality motion graphics
Financial Balance
Extra Savings
More Savings
Quicker Transactions
Easy Money Transfer
Cards - Track expenses, savings, and budgets.
Navigation Bar - Icons for home, cards etc.
Graphs - Visualizing expenses, income, and financial trends.
Colors and Typography
For Easely, I chose a calming blue to symbolize trust, complemented by crisp white and muted grey for a clean, organized interface. I used SF Pro Display font for its readability, with bold weights for headings and medium/regular weights for body text. This combination ensures a user-friendly and visually appealing experience.
IMPORTANT SCREENS : Final App Views
USER FEEDBACK AND IMPROVEMENTS : What Users Said
Positive Findings
Users valued the detailed financial reports and graphical representations, which helped them better understand their spending patterns.
The inclusion of goal setting was seen as a valuable addition to help users manage their finances more effectively.
Improvements
Add quick access buttons for frequently used features like adding expenses and viewing budgets.
Enhance the notification system to provide timely alerts for budget limits.
