Budget App

Budget app which helps first-time budgeters easily learn how to think in terms of a budget.

App screen designs for the budget app.
iPhone showing a screen which reports on bookmarked spending categories.
iPhone showing a screen which presents the details of a transaction.
iPhone showing a screen which reports on the spending for each month in a year.
iPhone showing a screen in which the user selects from prebuilt categories for budgets.

Project Stats

  • Type Personal
  • Platform iOS
  • Status Proposed

Project Roles

  • User Researcher
  • UX Designer
  • UI Designer
Try Budget App

Project Goal

Design a mobile application to teach time first-time budgeters about creating and sticking to a budget.

Target Audience

The primary audience is young adults and young professionals who have never used a budget before.

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.

Research & Key Challenges

I conducted remote and in-person interviews for a wide range of ages.

The key challenges were to limit the features to just those features which will educate first-time budgeters about budget concepts.

Initial Concepts

Paper sketches were used to capture initial design ideas, using crazy 8 methodology. The best ideas from initial design concepts were translated into digital wireframes.

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

Usability

Usability testing data was recorded in a spreadsheet for each of the participants. 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.

Conclusion

Future feature releases will be considered from the perspective of learning about budget concepts which align with Budget Buddy’s mission.