Simply Cash

In this project, my role was to research and design the optimal digital experience for an app that enables users to shop, transfer money, and manage their finances. I was responsible for UX research, design decisions, and ensuring a seamless, user-friendly flow.

Role

UX/UI Designer

Team

Solo

Timeline

2 months

Tools

Figma, FigJam, Miro

Context + Problem

Money management can feel overwhelming, frustrating, and intimidating.

With the increasing number of people active in the digital space, the demand for smarter applications to help manage daily financial challenges and needs is growing.

⚑ Challenge

How can we simplify money management for users while integrating essential features that consolidate multiple financial apps into a single, intelligent solution?

Research + Testing

Exploring new features, insights, and conducting valuable usability tests.

Designing a financial app presents unique challenges based on user needs. To tackle this, I dedicated this phase to researching user pain points and prioritizing features that provide real value. By continuously iterating through usability testing, I refined the design towards the final product.

Visuals

85%

of users felt bar graphs were easier to understand for viewing their transactions.

Onboarding

70%

of users found the onboarding process did not help them.

Labels

52%

of users had trouble finding certain buttons because of the lack of labels.

Main Feature #1

Money Transfers - Are users able to easily send/receive money through the use of our app?

Main Feature #2

Budgeting Goals - Are users able to budget their money and are they encouraged to save money using our app?

Main Feature #3

Finance Consolidation - Are users able to get rid of existing cash apps by using our app?

Final Design

Modernizing the way we manage our money.

A sleek, minimalistic finance platform designed for effortless money management. Right from your smartphone, seamlessly track transactions, send and receive money, and take control of your budgeting goals with ease.

Minimal dashboard with a straightforward way to pay people back.

Introducing a sleek and modern dashboard that lets users seamlessly send or receive money from friends and family in just three easy steps, providing a fast, secure, and hassle-free way to manage transactions with ease.

Single Page Dashboard - a seamless homepage experience that displays all transactions at a glance, along with key action buttons for adding or withdrawing money effortlessly.

Simple money transfers - a streamlined process to send or request funds for any reason. Users can easily select their payment source, add comments, and complete transactions in just a few simple steps.

Tracking your finances at all levels using visuals and key features

With engaging visuals and key indicators like monthly organization, titles, expenses, and income, users can now track their finances like never before. Plus, our new subscriptions feature lets users manage all their recurring payments in one place effortlessly.

Optimized Transaction Tracking – a streamlined vertical list with date-marked indicators and the flexibility to view multiple financial sources, including banks, cards, and more.

Timeline Visual- organizing expenses and income with an interactive timeline and bar graph, giving users a clear and intuitive way to visualize their finances.

Subscription Management - empowering users to track and manage their recurring subscriptions, ensuring they stay in control and avoid paying for unnecessary services.

Tracking your finances at all levels using visuals and key features

Optimized Transaction Tracking – a streamlined vertical list with date-marked indicators and the flexibility to view multiple financial sources, including banks, cards, and more.

Timeline Visual- organizing expenses and income with an interactive timeline and bar graph, giving users a clear and intuitive way to visualize their finances.

Subscription Management - empowering users to track and manage their recurring subscriptions, ensuring they stay in control and avoid paying for unnecessary services.

Encouraging users to jumpstart their budgeting goals

To motivate users to start and maintain their saving goals, I designed a feature that lets them allocate money toward customizable goals. With intuitive progress visuals and personalized goal setting, users can easily budget and monitor their savings.

Saving is easy - users can allocate their savings to specific goals, making budgeting easier and more intentional.

Customizable goals - empowering users to set and adjust budgeting goals at their own pace, creating a personalized and motivating financial experience.

Consolidating your cards, banks, and stocks into one digital wallet.

Managing multiple cards, bank accounts, and stock portfolios can feel overwhelming. Our digital wallet feature simplifies this by consolidating all finances into one place, giving users peace of mind and a seamless way to organize their payments.

Finance Consolidation - bringing together all financial sources in one place for a seamless and organized way to access cards, banks, and investments.

Manageable tracking - by consolidating finances in one place, users can track their spending effortlessly, reducing stress and enhancing financial clarity.

Reflection

My first real UX project.

This project was my first full end-to-end UX and product design experience, allowing me to grasp the fundamentals of user research, design thinking, and high-fidelity prototyping. Through this process, I gained a deeper understanding of the work that extends beyond the screen. It was a pivotal moment in my transition from a business-focused mindset to a user-centered designer, solving real problems through design. Looking back, I’m proud of my growth throughout this project and the meaningful concepts and designs I was able to create.