Expendi

Expendi

Overview

Expendi 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.

Role

Researcher and Designer

Timeline

2 months

Problem

Many users struggle with managing their finances effectively, including tracking expenses, managing credit cards, setting financial goals, and easily sending or receiving money.

User Research

Followed the human-centred design method that's why I went through a lot of surveys and interviews.

10

Interviews

50+

Surveys

80%

People are stressed about managing their expenses.

People always failed to track and set financial goals.

90%

People struggle to manage credit card transactions.

95%

User Quotes

“I would want to see

comparison results on

a monthly basis.”

“I should be able to

send, receive and add

money easily.”

People categorize their expenses (eg. Food and Fuel).

20%

Project Goals

Track Expenses

Manage Credit Cards

Send Money

Set Goals

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

Expendi'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

  1. Meditating Person (Financial Balance) – Represents stress-free financial management.

  1. Piggy Bank with Coins – Symbolizes savings and financial security.

  1. Person with Large Money Bag – Highlights financial growth and success.

  1. Mobile Payment Success – Indicates successful digital transactions.

  1. Money Transfer – Depicts money transfer and collaboration.

Colors and Typography

For Expendi, 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.

Hi-Fi Wireframes

Onboarding

Everyday spending to budgeting, Expendi helps you

get more from your money.

Faster Transactions

Send or receive money, in a few clicks faster and smarter.

Track expenses and set goals

Analyse expenses based on categories (food, travel etc.) and set financial goals.

Credit card management

Gain complete control over all your cards with Expendi. Receive category-based analysis and track your all cards in real-time.

Important Screens

User feedback and Improvements

Positive Findings

  1. Users valued the detailed financial reports and graphical representations, which helped them better understand their spending patterns.

  1. The inclusion of goal setting was seen as a valuable addition to help users manage their finances more effectively.

Improvements

  1. Add quick access buttons for frequently used features like adding expenses and viewing budgets.

  1. Enhance the notification system to provide timely alerts for budget limits.

Overview

Expendi 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.

Role

Researcher and Designer

Type

UX Case Study

Timeline

2 months

Problem

Many users struggle with managing their finances effectively, including tracking expenses, managing credit cards, setting financial goals, and easily sending or receiving money.

Solution

A comprehensive app solution that enables users to send and receive money, generate detailed expense reports, manage credit card transactions, and set personalized financial goals to enhance control over their finances.

User Research

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

Do you feel stressed about managing your expenses?

Yes

No

Have you ever set a financial goal but failed to track it?

Yes

No

Struggling to manage credit card transactions?

Yes

No

Do you categorize your expenses (eg. Food and Fuel)?

Yes

No

User Quotes

“I would want to see

comparison results on

a monthly basis.”

“I should be able to

send, receive and add

money easily.”

Project Goals

Track Expenses

Manage Credit Cards

Send Money

Set Goals

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

Expendi'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

  1. Meditating Person (Financial Balance) – Represents stress-free financial management.

  1. Piggy Bank with Coins – Symbolizes savings and financial security.

  1. Person with Large Money Bag – Highlights financial growth and success.

  1. Mobile Payment Success – Indicates successful digital transactions.

  1. Money Transfer – Depicts money transfer and collaboration.

Cards - Track expenses, savings, and budgets.

Navigation Bar - Icons for home, cards etc.

Graphs - Visualizing expenses, income, and financial trends.

Colors and Typography

For Expendi, 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.

Hi-Fi Wireframes

Onboarding

Everyday spending to budgeting, Expendi helps you get more from your money.

Faster Transactions

Send or receive money, in a few clicks faster and smarter.

Track expenses and set goals

Analyse expenses based on categories (food, travel etc.) and set financial goals.

Credit card management

Gain complete control over all your cards with Expendi. Receive category-based analysis and track your all cards in real-time.

Important Screens

User feedback and Improvements

Positive Findings

  1. Users valued the detailed financial reports and graphical representations, which helped them better understand their spending patterns.

  1. The inclusion of goal setting was seen as a valuable addition to help users manage their finances more effectively.

Improvements

  1. Add quick access buttons for frequently used features like adding expenses and viewing budgets.

  1. Enhance the notification system to provide timely alerts for budget limits.