Interactive Budgeting Tool

L3 (Mid-level)Finance

In response to increasing demand for financial literacy tools, we aim to create an interactive budgeting tool for a personal finance mobile app that helps users manage their expenses and savings effectively.

Challenge

  • Identify the key functionalities that users would need to effectively budget their finances.
  • Design an onboarding process that teaches users how to utilize the budgeting tool.
  • Create interactive components that encourage users to engage with their financial data regularly.
  • Ensure the application is inclusive and accessible for users with varying levels of financial knowledge.

Deliverables

  • User journey map outlining the budgeting process.
  • Wireframes for the main budgeting interface.
  • Prototype showcasing interactive features of the budgeting tool.
  • Presentation summarizing user testing findings and design iterations.

Constraints

  • The tool must integrate seamlessly with existing personal finance data sources.
  • User data privacy must be maintained at all times.
  • The design should be adaptable for both iOS and Android platforms.

Evaluation: Success will be measured by user engagement metrics, user satisfaction ratings, and the effectiveness of the budgeting tool in helping users achieve their financial goals.

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