Case Study - Finance Nest
Finance Nest is a conceptual personal finance app designed to help users understand their spending, manage budgets and work toward their financial goals.
Overview
Managing personal finances can involve a lot of information, such as expenses, budgets and transactions and those can quickly become very difficult to navigate.
The goal of this project was to create a more approachable experience that actually helps users understand and manage their finances.
As the product designer, I worked across the full design process, from research and defining user personas to structuring and designing the interface. My main focus was on giving users a clearer sense of their goal progress and making a visual system that is easy to navigate.
Research
I looked at existing finance apps to identify what wasn't working. The main pain points were information overload on the home screen and no clear sense of progress toward goals.
Design process
I organized the main features around the tasks users would return to most frequently, with the Overview providing a quick snapshot and Analytics offering deeper insights into income, spending, budgets and savings.
I prioritized the financial overview as the starting point so users could quickly understand their current financial situation before exploring individual categories.
User personas
I created personas to better understand users' financial goals and challenges. This helped me decide what information and features would be most useful throughout the app.
Website
Finance Nest marketing website was used to introduce the product and showcase its core features. The main challenge was showing enough information while keeping the experience simple and easy to navigate.
I organized the content into clear sections and used visual hierarchy to guide users through the product, its features and user reviews.
