Case Studies

FINPAL Finance Budgeting App

Smart Budgeting for Financial Goals Spend Confidently, Save Strategically, Grow Steadily.

Application Design

Project Overview

FinPal is a budgeting app designed to help Gen Z users take control of their finances effortlessly. The app combines intuitive design, gamification, and personalized insights to make financial management simple, engaging, and impactful for a digitally savvy audience.

Project Overview

Target Audience: Individuals and businesses looking to hire skilled blue-collar workers quickly and reliably

Role: Lead Product Designer

Duration: 4 months

Tools Used: Figma, UserTesting.com

Problem Statement

Managing personal finances is challenging for many young adults due to a lack of accessible tools that combine functionality with an engaging user experience. Existing apps often feel overwhelming or uninspiring, discouraging consistent use.

Solution

FinPal offers a user-friendly platform that simplifies budgeting and tracks expenses while promoting healthy financial habits through interactive features and rewards. By catering to the habits and preferences of Gen Z, FinPal stands out as a relatable and easy-to-use financial companion.

Project Goals

  1. Create an intuitive interface that simplifies financial tracking.

  2. Incorporate gamified elements to increase engagement.

  3. Deliver personalized financial insights to help users make informed decisions.

  4. Ensure seamless functionality across all devices.

Design Process

1. Research

  • User Surveys & Interviews: Conducted sessions with Gen Z users to understand their pain points and expectations in financial management.

  • Competitor Analysis: Analyzed popular budgeting apps to identify gaps and opportunities for differentiation.

2. Ideation

  • Developed personas representing typical FinPal users.

  • Defined key app features, including:

    • Automated expense tracking.

    • Visual spending summaries.

    • Goal-setting modules with progress tracking.

3. Wireframing & Prototyping

  • Created low-fidelity wireframes to visualize the app's core structure.

  • Designed interactive prototypes to test user flows and gather feedback on usability.

4. User Testing

  • Conducted usability tests with 15 participants to refine features and navigation.

  • Iterations focused on improving clarity and engagement based on user feedback.

5. Visual Design

  • Selected a vibrant, youthful color palette to appeal to Gen Z.

  • Designed playful illustrations and animations to enhance the user experience.

  • Emphasized accessibility with clean typography and high-contrast UI elements.

Key Features

  1. Smart Budgeting Assistant: Automatically categorizes expenses and provides insights.

  2. Gamification: Users earn points for achieving savings goals or staying within budget.

  3. Customizable Goals: Allows users to set and track progress toward short- and long-term financial objectives.

  4. Social Challenges: Enables users to compete with friends in saving challenges, fostering accountability.

Outcome

Increased Engagement:

Beta testing showed a 30% higher retention rate compared to similar apps..

Positive Feedback:

Test users reported feeling more confident and in control of their finances.

Market Readiness:

The app is now poised for launch with a solid foundation of user-driven design.


This project reinforced the importance of aligning design choices with user needs and behaviors. The iterative process ensured the final product was both functional and delightful to use, setting the stage for FinPal to make a meaningful impact in personal finance management.

Feel free to reach out to learn more about the design process and see additional app mockups!