BudgetBee

BudgetBee is a financial app designed to simplify financial management and empower users to make smarter investment decisions.

Duration: 5 weeks

Team: Group of 3

Tools: Figma, Figjam, Photoshop, Canva

Project: UX | UI Design

Project overview

With the increasing popularity of mobile devices, mobile apps have become a preferred way for people to access financial services. The app has a simplified system design that enable users to carry out different financial transactions, it engages the users and also enhance a smooth and seamless experience on the app.

Problem statement:

Managing finances can be a complex and time-consuming process, especially for those who lack financial literacy. Users often struggle to navigate complex financial systems and juggle multiple accounts and payment methods.

Goal:

The goal of this case study is to design BudgetBee as a user-friendly and intuitive fin-tech app that helps users manage their finances efficiently and make informed investment decisions. The app will be designed with the user's needs and goals in mind, focusing on simplicity, ease of use, and accessibility. The painpoints and needs of the users are also considered after an exhaustive research. The app aim to tackle the financial problems of users, thereby, ensuring a seamless experience on the app.

Design Process

User Persona

Sarah
28 years
Marketing Manager
Bachelor's degree in Business Administration
Sarah is a hard-working marketing manager who takes pride in being financially responsible. She values convenience and efficiency, and she is always on the lookout for new tools that can help her save time and money. However, Sarah finds financial management overwhelming and confusing at times, especially when it comes to making investment decisions. She wants to be able to manage her finances easily and confidently without having to spend too much time on it.

Goals

To manage her finances efficiently and confidently
To make informed investment decisions that align with her long-term goals
To save time and reduce stress associated with financial management
To access financial services easily and conveniently from her mobile device

Frustrations and Fears

Overwhelmed by the complexity of financial systems and investment options
Struggles to stay organized and keep track of multiple accounts and payment methods
Limited financial literacy and knowledge about investment options
Limited free time to spend on financial management

Motivations

Saving money and making smart investment decisions
Convenience and ease of use
Improved financial literacy and understanding
Access to high-quality financial services that meet her needs

NB: By understanding the needs, goals, and challenges of users like Sarah, we can design Buget Bee to address these pain points and provide a convenient and user-friendly solution for managing finances and making investment decisions.

David
35 years
Freelance Web Developer
Bachelor's degree in Computer Science
David is a freelance web developer who values flexibility and independence in his work. He enjoys the challenge of managing his own finances and making smart investment decisions, but he often finds it difficult to stay on top of his finances due to his irregular income. David wants to be able to manage his finances easily and effectively, and he is interested in exploring new investment opportunities that can help him achieve his financial goals.

Goals

To manage his finances effectively despite his irregular income
To make smart investment decisions that align with his long-term financial goals
To explore new investment opportunities and diversify his portfolio
To stay informed about the latest financial news and trends

Frustrations and Fears

Concerns about the safety and security of online financial transactions
Limited time to spend on financial management due to work and family commitments
Limited knowledge about different investment options and strategies
Irregular income makes it difficult to budget and plan for the future

Motivations

Achieving financial stability and independence
Learning about new investment opportunities and strategies.
Convenience and ease of use
Access to high-quality financial services that meet his needs

NB: By understanding the needs, goals, and challenges of users like David, we can design Buget Bee to address these pain points and provide a convenient and user-friendly solution for managing finances and making investment decisions, especially for users with irregular income like freelancers.

Empathy Map

Site Map

Low Fidelity

Starting with the low-fidelity wireframe, the first step was to get an idea on the structure by making rough scribbles that are not meant to look pretty. but their purpose is to start structuring the apps flow into something more concrete.

TRANSACTIONS LOW FIDELITY

High Fidelity

The app is designed in minimalistic, clean and intuitive style, we took consideration of users of different ages and paid big attention to accessibility.

Enter the app

Easy and secure authorization

Security is a key in developing bank application.By entering the app each time user to use speacial code.To make the process easier there is an option to use FaceID/Touch ID

Personalization

After verification app greets the user by name and uses his profile picture. Such things bring extra positive emotions to user.

All frequently used features, cards and products in one screen

Cards/ products sections can beexpanded or collapsed

User can open new card/productdirectly from status screen

Status Screen

Card Screen

Every card has individual bright design, so that user can easily keep it in mind. Swipe cardsfunction attracts user by interactions

Color coding for incomes/outcomes

Incomes have green color to demonstratethat users is in plus.

Signs “-” before amount of money were provided for color blind users.