During the ideation phase, I focused on making money management feel simple and approachable. I brainstormed multiple approaches for the dashboard, ensuring it balanced clarity with meaningful insights. Ideas such as customizable categories, budget alerts, and easy-to-read visual charts were explored to give users flexibility and control. To refine the scope, I prioritized features using a must-have versus nice-to-have framework, ensuring that the core functions like tracking, budgeting, and reporting were designed first, while leaving room for future enhancements
IDEATION
Home/Everprint Advertising
Simplifying Money Management
Through Customization
Industry
Advertising
Duration
1 month
Platform
Website
Role
UI/UX Designer
Managing money can be overwhelming — from tracking daily expenses to planning future savings.
The Personal Finance Manager app was designed to give users complete control over their income and expenses in a customizable, easy-to-use platform. The goal was to help users stay organized, make smarter financial decisions, and build better money habits without feeling stressed.
Core Flow Breakdown
The app allows users to track, categorize, and manage their income and expenses by adding, editing, or deleting financial entries and setting custom categories. It also provides insights through summaries and visualizations, helping users understand spending patterns and make informed financial decisions.
Define & Design
Let’s walk through the core flow
Delivered a clean, user-centered design that simplifies money management, making it both intuitive and stress-free. Early user feedback highlighted that the app felt lightweight yet powerful, particularly due to its customization options and budget alerts. Positioned as a practical tool, it serves individuals, freelancers, and small business owners looking to efficiently track and manage their finances.
USER BREAKDOWN
When Expenses meets Figma
Design & Prototype
Final pages
OUTCOMES
I explored how people track their income and expenses by talking to students, freelancers, and professionals. Most found existing apps either too complex or too limited. Studying tools like Mint and Wallet helped me see the gaps, and I focused on creating a solution that is simple, customizable, and visually clear.
RESEARCH