Personal Finance Management App

UX design
decorative poster that states "Weaalth grows with FIN APP"
CLIENT
Personal Finance Management App
PROject type
UX design
Project year
2020

Project Title: Personal Finance Management App
Role: UX Researcher, UI Designer
Tools: Figma
Duration: 2 weeks
Project Type: Mobile App, UX/UI Design, Prototype

Overview:
Designed an all-in-one finance app that helps users manage multiple bank accounts, track total balance, make secure transactions, earn cashback, and access investment tools — all in one place.

Problem:
Users struggle with fragmented banking experiences, often switching between different apps to check balances or make transfers. There’s also a lack of trust in third-party apps and low financial literacy, making it difficult for users to find a reliable tool.

Research Insights:

  • Users want a unified view of all bank balances
  • Top priorities: secure payments, cashback rewards, and investment options
  • Key concerns: security, privacy, and ease of use

Solution Highlights:

  • Unified dashboard for total balance visibility
  • Fast, secure money transfers across banks
  • Cashback rewards on daily purchases
  • Optional stock trading feature
  • Simple onboarding, transparent pricing, and minimal data entry

Outcome:
Created a clickable prototype that received positive feedback from testers. The project strengthened my end-to-end product design skills and deepened my understanding of designing for trust, simplicity, and financial usability.

prototype
prototype
prototype
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"Honestly, I had no idea what I wanted — just something that looked cool and helped me stop wasting money. Perizat turned that chaos into a clean, smart app. It feels like magic… but with charts. 10/10 would hire again."

S.H.Right

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