Budget Pro app and Responsive website
Budget pro is a New York based organization that seeks to help middle-aged and elderly people manage their finances. Budget pro needed an app and a responsive website so users could easily track their spending and overall finances as they near retirement age. On this project I served as the UX designer leading the app and responsive website design from conception to delivery. Some of my responsibilities included conducting interviews, paper and digital wireframing, low and high-fidelity prototyping, conducting usability studies, accounting for accessibility, iterating on designs, determining information architecture, and responsive design.
Competetive audit
To get started I began with an audit of a few competitor’s products to gain direction on gaps and opportunities to address with the Budget Pro app. This helped me to do my own ideation to come up with different designs for my app.
Wireframing
After ideating and drafting some paper wireframes, I created the initial designs for the Budget pro app. These designs focused on delivering personalized guidance to users to help manage their finances.
High-fidelity prototypes
To prepare for usability testing, I created a prototype that connected the user flow of creating a budget and tracking expenses. The high-fidelity prototype followed the same user flow as the low-fidelity prototype, including design changes made after the usability study. Below are two prototypes based on different screen sizes that users are accustomed to. The designs for screen size variation included mobile, tablet, and desktop. I optimized the designs to fit specific user needs of each device and screen size.
Mobile phone
Tablet
Sitemap
With the app designs completed, I started work on designing the responsive website. I used the Budget Pro sitemap to guide the organizational structure of each screen’s design to ensure a cohesive and consistent experience across devices.
Going forward
Impact:
Users shared that the app was easy to navigate and that they were able to set up a budget relatively quickly depending on how much input they gave. One such quote was “Simple and to the point.”
What I learned:
I learned that users while they found this app to be helpful they still desired more features such as a scheduling tool for reminders and such.
Next Steps
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Conduct research on how successful the app is in reaching the goal to help users budget for the future.
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Add more educational resources for users to learn about financial planning.
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Provide updates to the app to further meet users needs.
Thank you for your time reviewing my work on the Budget Pro app! If you’d like to see more or would like to get in touch, my contact information is provided below.