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PennyWise: Every Penny Counts.

PennyWise:

Every Penny Counts.

Overview
PennyWise

PennyWise is a smart and intuitive budgeting app designed to help users track expenses, set financial goals, and manage their budget effortlessly. With a clear dashboard, goal-tracking system, and bill-scanning feature, PennyWise simplifies financial management, allowing users to stay on top of their spending and save effectively.

Industry
Fintech
Platform
Mobile App
Timelines
2 Month
Year
2024
Business Needs
Client Request

We need a user-friendly app that helps individuals track their expenses, set savings goals, and automate bill management to improve financial awareness.

My Role

My goal was to create an app that makes budgeting easy and engaging by: Designing a clean and intuitive dashboard for instant financial insights Implementing a goal-tracking system to keep users motivated Ensuring a seamless bill-scanning experience to automate expense tracking Prioritizing a visually appealing and user-friendly interface

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"We need a tool to manage tasks, resources, and communication across departments."
Alan Schowalter
Product Manager at AnyDay
Project
Problems
Solutions
1
Lack of Expense Awareness Many users struggle to keep track of their spending, leading to budget mismanagement.
2
The Dashboard provides real-time financial insights, helping users understand and control their expenses efficiently.
1
The Goal Tracker and Create New Goal features help users set clear savings targets, monitor progress, and receive reminders to stay on course.
2
The Goal Tracker and Create New Goal features help users set clear savings targets, monitor progress, and receive reminders to stay on course.
1
Tedious Manual Expense Entry Entering expenses manually can be time-consuming and prone to errors.
2
The Scan Bills to Add Expenses feature automates expense tracking by scanning receipts, ensuring accuracy and convenience.
Overview
Research Process

The research process is the foundation of any successful design project. By understanding the needs, challenges, and goals of both users and the business, I can create solutions that are both effective and impactful. This process involves a series of key stages that guide me toward a well-informed design.

Stages
SWOT analysis
Business Analysis
Map
User flow
Stage 2
Userflow

A user flow outlines the steps users take to accomplish tasks within the product, ensuring a smooth, logical, and intuitive experience from start to finish.

Stage 3
Wireframe

In the wireframing stage, I create low-fidelity sketches or prototypes of key screens, focusing on layout, structure, and functionality without the distraction of visual design. This allows me to test and refine the user experience early on.

Stage4
Design System

In this stage, I build a design system that includes reusable components, style guides, and patterns. This ensures consistency across the product and makes future updates easier to manage.

Stage 2
Implemented Features

At this stage, I focus on developing and integrating the features defined in earlier stages, ensuring they function as intended and meet the user and business requirements.

Features #1
Dashboard

A central hub displaying income, expenses, and savings in real time, helping users understand their financial health at a glance.

Features #1
Goal Tracker

Allows users to set, monitor, and adjust financial goals, whether it’s saving for a vacation, emergency fund, or a big purchase.

Features #1
Goal Tracker

A customized goal-setting feature that enables users to define their savings targets, track progress, and get reminders to stay on track.

Features #1
Scan Bills to Add Expenses

A smart bill-scanning feature that allows users to automatically add expenses by scanning receipts and invoices, eliminating manual entry.

Stage4
Handoff To Developer

The final stage involves handing off the design to the development team, providing them with all necessary assets, specifications, and guidelines to bring the design to life seamlessly.

Conclusion
Results

PennyWise empowers users to take control of their finances with an intuitive and easy-to-use budgeting system.

By combining smart tracking, goal-setting, and automation, the app helps users build better financial habits and achieve their savings goals effortlessly.

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