AMANDA GRIFFIN

Work

About

DEFINE

Problems

  • Users keep track of subscriptions made through Apple and Google and can be managed through their system. This does not account for payments made directly to the brand, company, or provider.


  • There are multiple locations to track changes. The users have to go to several different places to track where the payments are made. Email receipts, specific websites, bank statements, etc.


  • Financial tools aren't specific enough. Financial trackers use financial data from credit cards, debit cards, and bank statements. Does not formulate the type of charge- monthly, yearly, etc.


  • Feedback: Users must manually track their expenses. If the user is not using a financial tracker, then the user must review the bank statements to keep track of charges.

Goals

  • Satisfy users' needs and help them achieve a strong understanding of their financial well-being.


  • To create a user-friendly and effective tool that provides users with all the features and capabilities they need to improve their financial health, maintain awareness of spending, and simplify keeping track of recurring charges.

RESEARCH

Persona

The user research stage of Cactus' development process involved conducting interviews, surveys, and usability tests with individuals who manage the finances for themselves and their families.
During the interviews, I asked questions about their end-to-end journey when managing their spending with a specific interest in subscription or repeating payments. I asked about their preferred methods of financial tracking, as well as their pain points when it comes to managing money.

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Persona Name 1

Pain Point:

Jesse finds it difficult to track his spending with his wife, wants to see overall where they stand so they can save for a house.

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Persona Name 2

Pain Point:

Jesse finds it difficult to track his spending with his wife, wants to see overall where they stand so they can save for a house.

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Persona Name 3

Pain Point:

Jesse finds it difficult to track his spending with his wife, wants to see overall where they stand so they can save for a house.

PROTOTYPE

Sketch

I started by sketching my ideas on paper, allowing me to quickly express my thoughts and map out a rough idea of the design. This initial step helped me to visualize the layout of the design, consider the placement of elements and features, and make modifications to the design as needed.

Wireframe

After creating a basic outline on paper, I moved on to create low-fidelity wireframes using Figma. The wireframes allowed me to refine the design further, providing a more concrete representation of the overall layout, structure, and functionality of the app. By creating wireframes, I was able to experiment with different design elements and test the usability of the interface before investing time and resources into a more high-fidelity design.

TEST

Usability Testing

The user research stage of Cactus' development process involved conducting interviews, surveys, and usability tests with individuals who manage the finances for themselves and their families.

FINDINGS 1

FINDINGS 2

FINDINGS 3

SOLUTION 1

SOLUTION 2

SOLUTION 3

DESIGN

Style Guide

I developed a style guide that would provide guidelines for all visual design decisions. The style guide included a color palette, typography, and iconography that would convey the app's trustful and informative identity. I also established guidelines for how these design elements should be used across different screens and layouts, ensuring a cohesive look and feel throughout the app.

DELIVER

Final Design

The main screen displays all the necessary information at once. The home screen displays all linked accounts from different bank establishments and a hub for all user flows. Displays current spending, account balances, current subscriptions, budgets, and the digital wallet. 

Previous Iterations

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Connect to Content

Add layers or components to swipe between.