Kashflow: an App for Those Pursuing Financial Freedom
Besides design, I'm also interested in investing. I've always wanted an app that can help me track my progress towards my financial goals. I'm not talking about the apps that categorize your expenses or help you save money towards a goal. I'm talking about financial freedom.
Using Adobe XD, I created a prototype of the app. The goal of this is to help myself visualize user flows.
I showed this to my friend
I let my friends tryout the prototype. In an ideal situation, I shouldn’t tell them that I made the app in order to avoid inaccurate feedback, but it’s impossible to hide anything from them. I asked them to treat it as if they found the app from an article online, and to “think out loud” as they were using it. I observed their behaviors and took notes.
I noticed that they switched back and forth frequently between the dashboard screen and the secondary screens. I asked them why they did that and their answer was that they were trying to compare their income to expenses. The app has 3 levels of information: the dashboard, the secondary screens for displaying income, expenses, assets, liabilities, and a tertiary screen for displaying individual stock holdings and properties in stocks and real estate. To address their needs, I decided to flatten the first and second level of information into one level using accordions. They also mentioned the color made some texts hard to read, so I changed the majority of the UI to black text on white background, and only using the green color for actionable items like buttons and progress bars.
Designing at scale
I knew that there will be a lot more to design down the road. So it’s important to build a good foundation of design system that can is reusable or expandable.