An online tool developed to guide users through their finances to meet their savings goals.

Overview

Through my experience with managing and budgeting finances, I am usually logging into the different banking and investment websites or apps to view my balance and spending habits. I will then consolidate the financials into a spreadsheet to track monthly savings to compare against my saving goals.

Problem

Users are forced to access multiple websites or apps to manage their finances, resulting in a fragmented experience.
Users often have fears regarding the security and protection of their sensitive financial details, which hinders their trust in the app.

Solution

Integration with existing accounts to view the consolidated financial data in a single location.
Automated calculation of total monthly savings and saving goals progression.
Automated logic to monitor spending habits and suggest which category to reduce expenditures.

Brand Guideline

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Pocket Prosperity

was developed to guide users through their finances. Our innovators are continuously researching and redevelop to keep up with modern technologies. Our tool provides a sense of trustworthiness, security, and professionalism in helping users to achieve their financial goals.

Letterform

Wordmark

DIN Alternate

Neue Haas Grotesk

User Flow

UI Design

The goal of user interface design is to create a user interface that makes it easy, efficient, and enjoyable for users to interact with a product. The designs move through an iterative process from low to medium to high-fidelity wireframes.

01

As a user, I want to securely link my existing financial accounts to the app.

02

As a user, I want to create a new savings goal.

03

As a user, I want a view my financial goals and progression in a summary dashboard layout.

Mockups

Developing mockups are useful for understanding and communicating what the final interface should look like and gives stakeholders a chance to preview the design and style before committing to building the app in a functional prototype.

04

As a user, I want to view my financial goals and be able to update them.

05

As a user, I want use the app across platforms (mobile, tablet, laptop).