Creating a budgeting app with visual planning tools

I designed a budgeting app for Gen Z freelancers who prefer graphics instead of numbers

Image alt tag
Project Overview
Concept design for a budgeting app

Tools & Methods

  • User Research

  • Competitive Audit

  • Wireframes

  • UI Design

Research & Insights
Concept design for a budgeting app

1:1 Interviews

I conducted 5 one-on-one interviews, asking five different questions about the interviewee's experience with budgeting apps.

Concept design for a budgeting app

Empathy Maps

I used the insights I received from the interviews to create empathy maps. I outlined what the participants said, thought, do, and feel when it comes to tracking their spending.

Concept design for a budgeting app


Once the empathy maps were complete, I was able to create a persona based on the insights.

Competitive Audit

I chose three financial apps to conduct a competitive audit: Mint, Qapital, and Copilot.

Image alt tag


It looks very clinical, like something a traditional bank would look like. It makes me feel like my dad is doing his budget, and not me.

Image alt tag


Qapital is simply a savings app and not for budgeting or tracking spending

Image alt tag


The design is modern and slick, but it also looks like I’m on wall street and that could be intimidating

The Designs
Concept design for a budgeting app


Time to start designing

Using Figma, I translated my first sketches into low-fidelity wireframes. Then, I improved them by adding a few relevant stock images and copies. At this stage, the wireframes were defined enough for some user testing. Based on 4 tests, I’ve made a few alternations and moved on to creating high-fidelity prototypes.

Concept design for a budgeting app

UI Design

Designing for modern budgeting

Once the usability issues were resolved, I designed the final screens in Figma. My goal was to create a visual identity that was not intimidating for users. Something slick and simple. Also, I checked the competition and took a deep dive into my catalog of references for inspiration.

Project Summary

I conducted 1:1 interviews and created empathy maps and a user persona. I performed a competitive audit and used all of those insights to brainstorm ideas for the app’s UI design. For me, this was a fun experiment in working on a financial product and I enjoyed the process and look forward to digger deeper and creating more

Drop me a message
Let's share ideas & discuss ways to collaborate!