CashTrack
PROJECT OVERVIEW
Why CashTrack?
The design of "Cashtrack" was inspired by our realization of the growing importance of personal financial management in modern life and the universal quest to achieve financial freedom and security. With "Cashtrack," we aim to provide an integrated platform for all users seeking financial wellness.
CashTrack's Goal
In an increasingly digitalized world, CashTrack is dedicated to simplifying the management of personal finances. By providing an intuitive and approachable user interface, CashTrack aims to help users track their income and expenses, set and stick to budgets, and encourage them to achieve their financial goals through cute animal characters. Whether it's keeping track of daily expenses or long-term savings plans, CashTrack is designed to be the go-to app for supporting users on their journey to financial freedom. With various features such as income and expenditure statistics, budget planning, and transaction categorization, users can easily manage their money and ensure that every penny has its rightful place!
My Role:
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UX designer
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UX researcher
My Responsibility:
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User research
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Creating intuitive navigation
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Aesthetically pleasing layouts
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Enhancing the user experience
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Usability Testing
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Wireframing and Prototyping
Bio
Lily is a tech-savvy freelancer who specializes in efficiently managing multiple projects. She enjoys the flexibility of her work and finds it challenging to keep track of fluctuating income and expenses.Lily enjoys a minimalist lifestyle and prefers to invest in experiences rather than material things. She is environmentally conscious and incorporates sustainability into her daily life. Despite her best efforts, Lily sometimes struggles to budget and save for the future due to the irregular nature of freelancing.
Goals
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Have a clear understanding of her financial situation
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Develop consistent budgeting habits to accommodate her variable income
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Saving for long-term goals, such as a down payment on a home and a retirement fund
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Find a financial tracking tool that is freelancer-friendly
Pain Points
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Overwhelmed by the complexity of specific financial applications
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Worry about overspending in specific categories due to lack of financial planning
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Anxiety about not saving enough for emergencies
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Accepting multiple payment methods (e.g., credit cards, electronic transfers, checks) can lead to inconvenient payment management
PERSONA
Lily
27 | Female
Freelance Graphic Designer
Living in Austin, Texas
Purpose of the research:
The purpose of this study is to analyze the current state of the existing market for personal financial management applications, to determine the market demand for a comprehensive financial tracking and budget management platform, and to assess the potential value of developing such applications, providing a theoretical basis and market positioning for the development of the CashTrack application.
Research Methods:
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Questionnaire survey
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In-depth user interviews
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Functional usage data analysis
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Competitive product analysis
CashTrack App Demand Survey
Key Research Findings:
1. Personal Finance Management Needs: 78% of respondents said they need an app that can help them track daily expenses, set a budget, and do financial planing.
2. User Activity Projection: 95% of respondents said they would be willing to become active users if an easy-to-use, full-featured financial management app was available.
3. Expectation of automation tools: 85% of users think existing financial management tools are not smart enough to automate categorization and reminder services, and expect a better automation solution.
4. User-Friendliness Expectation: .69% of potential users expect a simple, intuitive and interesting user interface for a new financial management application.
Conclusion:
Market research shows that users have a clear need for a dedicated personal finance management platform. Not only do they need a platform to securely share information, track expenses, and set budgets, but they also expect the platform to provide intelligent tools that make organizing and participating in financial management easier. A simple, intuitive and interesting user interface and high user activity are their basic expectations for such a platform. Therefore, the development of a new personal finance management application, such as CashTrack, has a broad market potential and social value.
CashTrack, Your Cute and Fun Financial Buddy. Designed to make money management both easy and enjoyable, this app brings a delightful touch to budgeting and tracking expenses, turning finance into fun!
USER JOURNAL MAP
Open The App
Register An Account
Set Financial Goals
Link Bank Accounts
View Balances
Set Reminders
Analyze Spending
Classify Expenses
Record New Expenses
Adjust Budget
Get Financial Tips
Monitor Finances
Enjoy Financial Control!
Export Reports
MOCKUPS
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Added cartoons
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Added background decoration
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Used brighter and warmer colors
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Highlighted the 'LOG IN' button
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Input boxes have more visible borders and shadow effects added
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Changed to personalized icon design
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The registration message is displayed in the form of a bubble
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Added bright background colors
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Added graphics and icons
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Added shadows and outlines to text areas for added layering
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Button design added
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Improved details
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Added background color
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Used a textured shadow effect on various elements
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Added colorful icons next to each budget category
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Changed button styles
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Adjusted the overall layout
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Made it more intuitive to guide user interaction
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Add color
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Added a colorful icon in front of the income and expenditure records
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Added a cute animal image to the Current Monthly Income and Expenditure Statistics section
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Bolding or coloring is used to emphasize key information
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Used shadow effects on cards and buttons to add a sense of hierarchy
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Added brightly colored illustrations and backgrounds
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Function icons have been changed to colorful, adding unique design in each icon
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Add more three-dimensional visual effects
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Adopted more eye-catching and interesting handwritten fonts for the time display
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Add more obvious interactive hints to the buttons
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Improved details
PAGES
Landing Page
Record Page
Budget Planner
Receipt Scanner
Profile
Log In
Bill Remindrer
Monthly Summary
Exchange Rate Calculator
Bill Export
Home Page
Transaction History
Spending Analysis
Payment Methods Management
Setting Page
Reflection
Even complex financial data can be presented in a user-friendly way with intuitive charts and a simplified interface, which greatly reduces the learning curve for users.
Striving to find a balance between feature enrichment and maintaining the fun of the app is key to boosting user engagement and retention.
Emphasizes the importance of data visualization, making financial data easy to understand through charts and graphs to help users get a better grasp of their financial situation.
Bright colors and cute icons used in the app not only make the interface more appealing, but also add to the user's enjoyment of using it. Color and design can play a key role even in seemingly serious financial applications.
User feedback is critical to our understanding of the strengths and weaknesses of our application, it guides the direction of our iterations, and helps us to continuously improve the product.
Details of user interaction design, such as button responsiveness and animation, are critical to improving the overall user experience.
Next Step
Focuses on optimizing the user interface and user experience. Includes simplifying navigation, improving usability and enhancing visual appeal. And utilizing user testing feedback to improve design and functionality.
Consider introducing new functionality or optimizing existing functionality based on user requirements and technological developments.
Emphasizes data security and privacy and examines how to implement effective security measures in applications to protect users' financial information.
