Expense tracker app
An UX/UI case study
Introduction
Hi, my name is Aparna Panda and I have completed my Google UX design certification course and prepared this case study.
Overview
I always remember those days when we used to get very little money and we used to save it for our favourite candy or toy. Times have now changed especially with the rising technologies like UPI ,net banking and digital wallets, we are ending up spending more money and loosing the track of it. This is when this app comes in picture which helps track your expenses made through various platforms and help you save more.
Role: UX Designer, End-to end execution
Timeline: 2 weeks. Tools: Figma, Miro
Goal
To help users track their expenses and and reach their goal.
The process
Empathise
This is the stage where I conducted primary and secondary research to find out the main pain points of the user while spending money.
Secondary research:
As per the Ministry of Electronics and IT (MeitY), digital payment transactions have witnessed a growth of 33% from Rs 5,554 Crores in FY 21 to Rs 7,422 Crores in FY 22.
payments made through UPI in the country has almost doubled in one year. From transactions value of Rs 41 lakh crore in FY 2020–21 to Rs 81 land FY 2021–22, the UPI transactions value witnessed a jump of 97.5% in just one year.
The increase in spending, together with rising UPI-based payments, indicate a pick-up in consumption as the pandemic-induced restrictions recede and uncertainty reduces, the finance ministry said on Monday.
Primary research:
For this, I conducted a survey with 10 members including students, job holders, and house wives. I created a google form to know the pattern how the users are spending and to know more about their pain points.
Key quotes from the participants:
An app can help me gather the transaction data made through various channels and show aggregates, alert when reaching a threshold and so on.
By setting a monthly limit
By regularly monitoring my expenses
An app that can keep track of all expenses
Like deducted history messages or payment history or old school method like noting down expenses
Findings:
- Most of the participants used UPI as their mode of transaction.
- And maximum number of participants were unable to track their order.
- The increase in expenses was due to the ease with which a person could buy stuff in few clicks without having to carry cash.
User Personas:
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After conducting research, I created user personas to better understand their journey and pain points
Define
Problem statement:
Users are finding it difficult to keep track of their expenses made through different platforms and are ending up spending more and saving less for their goals due to the convenience present now-a-days.
Ideate
How might we:
How might we help show expenses from various places in aggregated manner.
How might we help user set a budget and remind them when they overspend.
How might we remind them of their life goal.
How might we help them track their spendings
Paper wireframes:
Prototype:
Digital wireframe:
After gathering all the ideas from the paper wireframe I started building digital wireframe using figma.
Hi-fi Design:
The Home screen contains options to add cash in hand and also an option to sync up with bank account to track transactions made through digital methods. It also contains option to add expense manually to track expenses made through cash. It also show an aggregated data of how much money have been spend in a month and how much is remaining .
The goal screen allows users to set their goal and set a target amount and desired date and can track their savings towards their goal.
Design System:
What I learned:
Keeping it simple: Through this project I learned a very important lesson of keeping the app simple because no matter how many features our app contains, users are going to use it only if it’s easy to use.
Next steps:
Conduct usability study.
Add features of creating multiple accounts.
Include notification alert system on reaching goals or budget.
Thank you so much for your time.
