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SaaS Finance App

SaaS Finance App

Industry
FinTech & Banking
Expertise
Web Application & SaaS
YEAR
2020
Overview
Financial accounting is now that easy.

All data in one place: income, expenses, transactions, projects. You are always aware of the current situation no unpleasant surprises.

Challenges
Solution
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idea and solution
idea and solution
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User Interface
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Iconography

Icon Styles & Designs

Icons are also an important part of the app’s style. They are simple and easy to understand for every user.

scope of work

Design Timeline

My mission is to make a service that will help differentpeople: and those who are still absolutely financially illiterate,and those who are already actively investing money in variousprojects.

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Design Timeline

Research

There are many tracking programsfinance, but it is very difficult to find a properly working, functional and at the same time beautiful application. I've tried about fifteen apps, but each one has its drawbacks.For example, a large set of functions withoutbeautiful appearance immediately makes the application unpleasant to use. Froma program that will need to be run more often than several times a day, you already need something more on a subconscious level.First I drew sketches by hand, I thought oflogic of pressing buttons, their visual design.

Design Timeline
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Design Timeline

UX Design

During my research, I interviewed potential users who keep track of their finances. My goal is not just to create an application, but to find my place in the lives of users. Based on the information received, I moved on to compiling a user story map (USM)the functionality of the future prototype. When creating the prototype, I tried to make the interface as fast and responsive as possible. After working out the functionality of the prototype in USM, I moved on to workflow. In the User flow, I mapped all the interactive elements in the user's path, and during the usability testing, I formed hypotheses.

UX Design
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Design Timeline

UI Design

Based on the analysis of the study and the data obtained, I created a visual design. I created a design system that includes not only the design pages themselves and the design of all interface elements, but also guidelines, instructions and components that, when changed in one place, change on all other pages. For the convenience of users, a desktop version, a tablet and a mobile version was developed. A mobile application has also been developed separately.

UI Design
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Tracking

Dashboard overview

Dashboards allow you to create a personalizedstrategic view of your income and expenses, presented in the most appropriate way for the user.

Dashboard overview
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management

Financial dashboard

Create your own expense categories and sources of income. Build your own personal finance accounting system. A smart algorithm will tell you when to stop so as not to go over budget.

Financial dashboard
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Elegant Dark Theme
scope of work
Elegant Dark Theme
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