Made With
Figma• Illustrator • Photoshop
Fina is a financial management application designed to simplify the complex financial field for the everyday person.
Fina features a customizable and simple goal creator, transaction tracker, automatic transactions classification, account and asset aggregation tools, and an AI account trend predictor.
Fina features a customizable and simple goal creator, transaction tracker, automatic transactions classification, account and asset aggregation tools, and an AI account trend predictor.
The Problem
According to a 2024 major bank survey with over 600 participants, “58.1% of participants are usually surprised by their monthly expenses, and 14.8% are always surprised or unaware of their monthly expenditures.”
In today's world, managing personal finances efficiently is highly important. Many individuals struggle to track their income, expenses, and savings, which can lead to stress and uncertainty about the future. Financial information spans across multiple platforms, can be time-consuming and inaccurate, highlighting the need for a simple and smart financial solution.
Work Process
User Reserch•Persona
To affirm the premise for the need for a product that eases users' financial lives, I’ve surveyed on the topics of: Expense, Income, Financial goals and savings, Defining financial success, and past budgeting experience.
Some of the questions that’ve been asked in the survey:
If you are tracking your finances, what are the reasons? •What will encourage you to budget? • How difficult do you find tracking your budget? • What is the most understandable way for you to read complex data?
The survey was conducted among 19 participants aged 25 to 40.
57.1% of participants find it hard or very hard to keep track of their monthly budget.
User Flow
New Goal Flow
Wireframes
A lot of insights have been made during the UI creation, altering some of the pages to better fit the product and the user's experience.
Onboarding
