Costs app | UX Designer

About App

Costs is a money tracking app that helps to manage your bank and cash transactions and gives you insights into your personal or your family finances.

The main value is to have a personal pocket assistant 24/7 who does all accounting for you so you could know where your money goes all the time.

My Role
Requirements, User research, Market research, iOS Mobile design, Landing design, Prototyping, Marketing materials

Client
Costs

Area
Fintech

Year
2019

Available on the App Store

Visit Costs

Background

The client reached to me and asked to fix his iOS application that had almost no customers and was far from what he expected in the very beginning. After a quick discussion, I suggested the fix strategy and explained all stages that were required to make the app better.

UI/UX Review

At first, I’ve provided a UI/UX review and presented all issues via a report file with all screens, specific interactions, UI problems, UX problems, usability testing videos, and even bugs. It was the first step of the discovery phase. Then I started conducting user and market research.

At first, I’ve provided a UI/UX review and presented all issues via a report file with all screens, specific interactions, UI problems, UX problems, usability testing videos and even bugs. It was the first step of the discovery phase. Then I started conducting user and market research.

Revealing the app issues
One of many screens below that represents issues

Comparing the Sign-Up feature with competitors
I reviewed and compared many sign up forms that confirm the registration issue

Research

I used the techniques below that helped me to evaluate the product, users, and market before starting the design process.

The design trip has started with user testing and possible use cases when a user might need fake noises.

I used the techniques below that helped me to evaluate the product, users, and market before starting the design process.

Competitors

Features, Usability, Pros & Cons, Users’ feedback.

Interviews & Usability Testing

I’ve talked to people about money-tracking problems and their needs. I've conducted the usability tests with the previous version.

Surveys

To get more insight, I created an online poll to find out what kind of experience users have.

Market Research

Comparative data gathering of the main competitors on the market: values, UX, monetization, marketing etc.

Main Features

After getting all the initial feedback, I've revealed the main features that users needed.

Concept

I prefer to split the design process into 3 levels: (1) sketching at the beginning and then discuss it with the team, (2) wireframing, testing usability and creating UI library, (3) final visual design.

Sketching

Wireframing

UI Design

Usability Testing

I had prepared a research plan, several clickable prototypes for the core features, and chose testers with and without money tracking experience.

UI: Bank Sync

The bank sync feature allows to connect more then 3000 financial institutions in 62 countries. The app doesn't store or collect any credentials from bank accounts. All data is secured.

Multi-User

The most valued feature for families and business partners who want to manage accounting together. Just send an invite to your wife or girlfriend
and now you know where you money goes.

The most valued feature for families and business partners who want to manage accounting together. Just send an invite to your wife or girlfriend and now you know where you money goes.

Dynamic Filters

My favorite feature which does filtering by using dynamic selection: all filters are depend on each other and display results according to user's selection. It is easy to find any transaction by hashtags, users, currency and so on.

UI Library

The screen below represents the library of all UI components which were prepared according to the Atomic Design approach. This design system allows managing app design easily on different levels.

Website Design

According to the app design I was also responsible for a responsive landing page design. The whole work required content creation, marketing activities and preparing the legal information.

Result

The updated version was successfully designed, developed, and launched on App Store. The user-to-customer conversion rate is almost 10%.

We're gathering feedback, polishing experience, and developing new features.

The updated version was successfully designed, developed, and launched on App Store. The user-to-customer conversion rate is almost 10%. The next big step is to launch an Android version.

We're gathering feedback, polishing experience, and developing new features.

Available on the App Store

Visit Costs