Project 2

Overview

A personal finance management app: "Like having your own personal financial assistant in your pocket."
2014-2021

MoneyBrilliant is a personal finance management tool that "helps you make better decisions about your money so that you can live a better life." It connects with your bank accounts to deliver personal insights and tips about your savings and spending.

Users can manage their net worth, categorise their transactions, see reports and trends on their spending, optimise their banking structure, create and track a budget, set and track their financial goals, manage their bills and much more.

I was involved with this project from the very beginning back in 2014 and was in charge of designing the experience and the interface of the whole app and its features, both for mobile and web.

MoneyBrilliant app

Competitor analysis

A dive into other personal finance management apps in the market

Pocketbook
A mobile app focused on categorisation of transactions, account aggregation, bill tracking and budgeting

Frollo
A mobile app focused on account aggregation via screen scraping technology and CDR (Consumer Data Right)

Buddy
A Swedish mobile app focused on budgeting and expense tracking

WeMoney
A mobile app focused on account aggregation and debt repayment strategies

Personas & cohorts

Defining our target audience and their needs to design user-centred experiences

Beginner persona

Beginners
Lack of financial knowledge. Living paycheck to paycheck. Simple banking structure

Learner persona

Learners
Becoming knowledgable about good saving and budgeting habits. Eager to learn

Financially savvy persona

Financially Savvy
In control of their finances. Complex financial structure. Looking for investment options

Information architecture (IA)

Organising and structuring features and content in an effective way

MoneyBrilliant information architecture (IA)

Wireframes

Sketching out first screen design ideas and flows

MoneyBrilliant wireframes

Brand guidelines

Defining rules and visual standards for the MoneyBrilliant brand

Hi-fi designs & prototypes

Dev-ready screens

MoneyBrilliant app Spending analysis - line chart screen design

Spending analysis - line chart

MoneyBrilliant app Net worth screen designs

Net worth

MoneyBrilliant app Spending analysis - bar & donut charts screen designs

Spending analysis - bar & donut charts

Budget & Activity feed

MoneyBrilliant app Transactions screen design

Transactions

Transaction actions & Onboarding

MoneyBrilliant web app screen designs

Web app

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