STASH

Money Saving App

UX/UI Case Study

Objective

To help people save money quickly in preparation for a big purchase or expenditure.

Solo student project for Career Foundry UI Immersion Certificate

What is STASH?

STASH is saving simplified

Saving money can be a daunting task, especially when you have a deadline. STASH helps users saving by acting as a financial planner in their pocket. Users can easily create goals, track their expenses, and view their progress.

Problem

Experiencing pain points can easily result in mistrust from the user. That’s the last feeling users want when managing their money.

Existing applications have limitations that include:

  1. The amount of goals users are able to create

  2. The cards + bank accounts users are able to link to the application

  3. Displaying inaccurate information

Solution

Create an application that users trust by providing them with a simple + intuitive product.

Goals that I have to reach that solution include:

  1. Utilizing a simple, and appealing layout + hierarchy that makes the information easy to view and understand

  2. Creating an application that could be used by anyone, especially those that don’t enjoy handling their finance

  3. Allowing users to create however many goals they like

  4. Use visual elements and grouping, that will allow users to quickly get updated on their progress


01. Discover

Competitive Analysis

I started this project by researching money-saving apps. I studied what they did well and found where I could add improvements.

Acorns

  • Monthly subscription fee

  • Takes deduction when trying to withdraw money

  • Incorrect information provided

  • Hard to transfer money

Mint

  • Hard to link accounts

  • Messy UI, made it confusing and hard to use

  • All of the transactions are not displayed

  • Users have a limit on the number of goals they are able to create

02. Define

User Stories

I was given user stories to help me define my user’s needs + develop goals that would provide them a satisfactory experience.

As a new user, I need to be able to create a profile, so that the financial advice I receive is personalized to me, my spending habits, and is tailored to my goals.

As a user, I want to see a dashboard of my finances clearly and visually, so that I can see how much I am spending on what at a glance.

As a user, I need to be able to tell the tool what my savings goal is and how long I have to reach it so that I can save accordingly.

03. Ideate

User Flows

The user stories helped me create my user flows. I simply focused on what the user needed, and created the paths to get there.

User Flow 1

As a new user, I need to be able to create a profile, so that the financial advice I receive is personalized to me, my spending habits, and tailored to my goals.

User Flow 2

As a user, I want to see a dashboard of my finances clearly and visually, so that I can see how much I am spending on what at a glance.

User Flow 3

As a user, I need to be able to tell the tool what my savings goal is and how long I have to reach it, so that I can save accordingly.

Wireframes

I created screens that corresponded with the steps users would take to achieve their goals. I focused on creating an experience that felt simple + manageable.

Then, I made an interactive prototype + integrated changes based on feedback I was given.

04. Design

  • A major part of this project was to create a brand. This was my first time building a brand and I was excited because it allowed me to create everything from top to bottom for this project and make decisions that could “make” or “break” the users overall experience, which proved to be my biggest challenge when completing this project.

  • I knew that the brands cohesion was important, and that each element successfully communicated both the purpose of the app, and the correct messaging to the users.

  • To help me create a cohesive brand, I chose key values that the brand would abide by.

  • The key values for the brand are:

    • trustworthiness

    • security

    • reliability

    • serious

    • builds confidence in its users

    • appealing to those who are less familiar with the world of finance

    • simplicity

    • clarity

Logo Design

I decided to create a logo that was entertaining + communicated the brands key values.

  • I recognized that my target audience consisted of users who had the desire to save money, but didn’t like working with their finances

  • To encourage the target audience to use the app, I wanted the app to feel entertaining

  • I still wanted the logo to communicate the brands’ values of providing an easy and trustworthy experience

  • My final logo included a cartoon-style pig with sunglasses. This was to remind users of the classic association of putting money away into a piggy bank, while the sunglasses were to represent security.

Main Logo

Secondary Logos

Colors

I decided to use a very simple color palette + chose accent colors that would further communicate the brands values.

  • The main colors that were used for a majority of the app are black and an off-white, to uphold the feeling of simplicity

  • The accent colors were chosen to communicate familiarity and trust:

    • Blue is a neutral color that most users enjoy

    • Purple is associate with wealth

    • Green is commonly linked with money

Black

RGB: (0,0,0)

HEX: #000000

Light Gray

RGB: (240,240,240)

HEX: #F0F0F0

Accent Color 01

Blue

RGB: (52,182,255)

HEX: #34B6FF

Accent Color 02

Accent Color 03

Purple

RGB: (143,58,248)

HEX: #8F3AF8

Green

RGB: (119,233,2)

HEX: #77E902

Fonts

I made sure to use fonts that are easy to read so the user can quickly scan the text + find what they’re looking for.

  • I chose this font for the headers because of the boxy shape of the letters

  • They have a mechanical feeling, similar to coding typefaces

  • This font is often associated with numbers + money

Headers

  • This font is simple + easy to read

  • This satisfies one of my users goals to quickly scan the text

Body Copy

Imagery

Even the imagery I used aligned with my brands values.

  • To entertain the user, I used a series of 3D cartoon hands

  • Each of the hands are wearing a suit jacket. Subconsciously, people are more likely to trust someone who is wearing a suit

05. Test

Preference Testing

To help me choose my final design, I asked my testers to participate in preference testing.

  • This was my first time building a brand when completing a project. It was fun, but evident there were things that I needed to work on.

  • One major challenge was the scalability of my logo.

    • I noticed that when I would change the size of my logo, the weight of the lines would change or the position of the name would be in a different place.

    • I ended up having to go back and fix any issues with my logo manually, and it ended up wasting a lot of time, especially towards the end of the project.

  • Another challenge I had was with aligning my brands values with my target audience.

    • Some of the key values included: security, reliability, and a serious tone.

    • My target audience included people that didn’t like managing their finances

    • Originally, I felt like the values clashed with the target audience, and realized I could easily turn them off to using the application altogether.

    • I shifted my focus to how I could successfully communicate with my target audience, and create an experience that wasn’t overwhelming for them.

    • I solved the issue by creating an entertaining logo, choosing colors that would energize the user, selecting fonts that were both entertaining and serious, and adding encouraging imagery.

Design on the left:

  • Entertaining design

  • The main button is an ombre, with white text

  • The navigation icons are colorful, labeled, and are outlined

80% of users preferred the design on the left

Challenges

Design on the right:

  • Serious more conservative design

  • The main button is a solid, with black text

  • The icons at the bottom are solid black with a drop shadow