Xflow
A mobile-first website designed to simplify your expense-tracking process.
My Role
User Research
UX/UI Design
Interaction Design
Timeline
Feb 2023 - April 2023 (7 weeks)
Tools Used
Figma
Notion
The Problem
Tracking expenses can be challenging and intimidating, as it can be time-consuming, tedious, or overwhelming, leading to low motivation and ultimately giving up on it.
Project Goals
Motivate users to track and learn about their spending habits
Simple and fast way to track expenses
To implement a user-friendly interface
Research
We want to know what motivates and deters users from tracking their expenses so that we can find ways to motivate users and help them gain more confidence in managing their finances.
Competitive Analysis
User Interview
I recruited 5 participants for user interviews in order to gain insights into their pain points and overall experience regarding tracking expenses.
100% are aware that tracking expenses will allow them to make smarter choices for future spending.
80% expressed that they are unable to track expenses consistently.
80% expressed concern about feeling overwhelmed by the tracking process.
100% agreed that tracking expenses is a habit that takes time to build up but find it hard to stay consistent.
User Persona
Kaitlyn is a digital nomad working and traveling around the world. She tried tracking her expenses to manage her money better while traveling but was unable to keep up with the tedious process.
Goals
Simple and easy way to track expenses
Track both credit cards and cash payments
Understanding her spending habits
Frustrations
Inconsistency in tracking
Unable to keep track of her receipts
Highly anxious because is more work and stressful
Lucas is a new graduate and recently started his new job as a financial analyst. He thinks tracking expenses is a good habit to start developing when he is young but does not feel motivated enough to do so.
Goals
Start building the habit of tracking expenses
Find ways to categorize his expenses
Frustrations
Not knowing where and how to start
Busy between work and social life
Do not have major financial goals
User & Task Flows
Design System
I designed the icons, credit cards, and badges for this project. The website's primary color is purple due to its association with traits such as security, trust, and reliability. I also used simple icons drawn with lines to create a neat and minimal look.
Wireframe
User Testing Feedback
Participants
5 participants; 3 remote & 2 in-person
Task Flows
Add a new bank account
Scan & upload receipts
Add transaction manually
View weekly or monthly report
Claim exclusive badge
Redeem for a gift card
Results
5/5 participants completed all six tasks successfully
5/5 participants completed all task flow within 30 seconds.
4/5 struggled to find the add button
5/5 participants found the website intuitive and tasks were seamless.
Priority Iterations
Final Design
Takeaways
Gaining Invaluable Insights through Real-Life Research: The process of conducting real-life research was challenging but it was invaluable as it provided eye-opening insights that allowed me to develop a more comprehensive and refined product that really caters to users’ needs.