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SaaS Personal Finance Platform

Goal: to create a user-friendly SaaS platform that simplifies personal finance management. By providing intuitive tools for budgeting, expense tracking, and financial planning, the platform aimed to help users make informed decisions, automate savings, and achieve long-term financial goals with ease and confidence.

Role:

UX Researcher & Product Designer

Length:

3 months

Year:

2024

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About

Manage your money effortlessly with our all-in-one platform. Track expenses, budget smarter, and set financial goals with ease. Get real-time insights, automate savings, and plan for the future with confidence, all in one secure, user-friendly space.

Splash screens

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Splash screen

Dashboard

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Log in

Dashboard filters & settings

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Dashboard_ Filters

Cards & Transactions

Cards
Cards

Dashboard filters & settings

Cards & Transactions

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Dashboard_ Filters
Cards-4
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