CASE STUDY

Budget App

Type
Personal
Platform
iOS
Status
Proposed

1 — Project Goal

Create a brand new budget mobile app to help people create and stick to a budget. The app will put all aspects of their budgets just a few taps away.

2 — Target Audience

The primary audience is young adults and young professionals who have never used a budget before. The secondary audience is young adults who have tried budget apps but found them too complex.

Persona card for John who represents users who often start but quit using budget apps.
Persona card for Lucy who represents users who like budget apps but want simpler offerings.

3 — Research & Key Challenges

I used Google Docs questionnaires and remote interviews for a wide range of ages. The key challenges were to limit the features to just those which will educate first-time budgeters about budget concepts. The participants said that budget apps they tried were too complex so I kept the feature set limited.

Competitive audit synopsis showing a preview of the spreadsheet with audit data.
Interview transcript snippet showing some sample questions asked of John.
Insight identification data distilled into meaningful directions.
Preview of the U X research study.

4 — Initial Design Concepts & Wireframes

First I drew many hand sketches to capture my initial design ideas using the Crazy 8s method. The best ideas from my initial design concepts were translated into digital wireframes in Figma.

Crazy eight marker sketches for various screens.
Digital wireframes created from the best concepts from the crazy eight ideations.

5 — Usability Testing

Participants reviewed the digital wireframes and answered questions about navigation and budget concepts. Their feedback was recorded in a spreadsheet for each participant. The responses were transformed into affinity groups to find themes.

Usability issues and insights gathered from tester one during wireframe prototype use.
Usability issues and insights gathered from tester two during wireframe prototype use.

6 — Conclusion

The budget app design is neutral. I decided not to make it fun or serious because the apps tried by my participants fell into one or the other style and it didn't help them. The app has light and dark modes which are warm and approachable.

Try the prototype →

Skills

Accessibility

Designing and coding within accepted standards to ensure equal access regardless of technology.

  • Accessible Markup
  • Proper ARIA
  • WCAG 2.2
  • Screen Readers

Design

Design means intentially creating for both the users’ task outcomes and the business goals.

  • Inclusive Design
  • Design Systems
  • Product Design
  • Visual Design

Technical

Technology is how we build products. We must consider feasibility, accessibility, and timelines.

  • Accessible Markup
  • Frontend
  • HTML, SCSS, CSS
  • Working within technical constraints

User Experience

This means learning about users and designing for their needs while respecting the business goals.

  • User Research
  • Information Architecture
  • Accessible Content
  • Public Speaking

Certifications

Practical Accessibility
Certified by Sara Soueidan
2025-01-07
DHS Trusted Tester
Certified by Department of Homeland Security
2024-10-28
Smart Interface Design Patterns
Certified by Smashing Magazine
2024-05-31
Designers Accessibility Curriculum
Certified by Deque University
2023-03-09
W3C Intro to Accessibility
Certified by W3C via edX
2021-12-22
Google UX Design
Certified by Google via Coursera
2021-11-24
Interaction Design
Certified by UC San Diego via Coursera
2018-05-27

Talks

Just in Time Usability

Isral Duke presents why accessibility is important for business. He also presents 10 things that site owners can do to quick check their site's accessibility and usability. Presented at a local ecommerce group lunch.

Accessible, Friendly Content

Isral Duke demonstrates how iOS and MacOS VoiceOver presents a simple web page. This talk promotes the use of semantic, meaningful markup to make a better user experience. Presented at Google Developer Groups.

Building Pelican Design System

Isral Duke presents version one of Pelican Design System. He talks about how it was created, and what's coming next in version two. Presented at SQL Saturday.

References

James Alt’s LinkedIn avatar. James Alt Chief Architect at Louisiana Office of Technology Services Kristina Truong’s LinkedIn avatar. Kristina Truong UX Designer at Louisiana Office of Technology Services Elle Waters’s LinkedIn avatar. Elle Waters Accessibility at Workday Guy J. Anglade’s LinkedIn avatar. Guy J. Anglade Director of Website Content at Morgan Stanley Patrick Rills’s LinkedIn avatar. Patrick Rills Engineering Manager at RevenueCat Glynnis Ritchie’s LinkedIn avatar. Glynnis Ritchie UX / UI and Product Designer at Flagrant Dr. James Davis’s LinkedIn avatar. Dr. James Davis Freelance client at Louisiana State University Matthew Magnuson’s LinkedIn avatar. Matthew Magnuson Managing Partner at DMM Motorsports Mike Cole’s LinkedIn avatar. Mike Cole Product Manager at Harman