Client
Personal Project
Team
2 UX Designers
Industry
Fintech & AI
Duration
June 2025-July 2025
Goal
Help users achieve significant financial milestones by forecasting savings, tracking budgets in real time, and providing actionable AI-driven guidance. It enables users to plan for goals such as vacations, buying a car, clearing student loans, or purchasing a home while maintaining clarity and control over their finances.
Responsibilities
User Research, Competitive Analysis, Information Architecture, Wireframing, Prototyping, Interaction Design, Visual Design, Usability Testing, Design System, AI Feature Integration
Background Information
Managing personal finances can be overwhelming, especially when balancing multiple goals, unpredictable expenses, and fluctuating incomes. Many people struggle to track their spending, forecast future savings, and stay committed to long-term objectives.
ForeCash was developed to address these challenges by combining financial tracking with AI-powered forecasting and guidance.
The app connects directly with users’ bank accounts to monitor income, expenses, and debts while providing personalized steps to help them achieve their biggest financial goals.
My UX Process
The Problem
Many individuals, especially young adults and gig workers, find it difficult to manage their money in a way that aligns with their long-term goals.
Traditional budgeting tools often focus on tracking spending but fail to guide users with purpose or help them stay motivated.
People know what they earn and what they spend, but they struggle with saving intentionally or working toward meaningful milestones like starting a business, paying off student debt, or traveling the world.
Discovery
I noticed a recurring behavior on platforms like Reddit, where people are coming up with apps that uses AI for businesses, expense tracker etc. These types of apps and posts got me thinking.
What if there is an app/website that works just for the users, their finances and come up with forecasted plans to make sure that they get what they want!?
Requirements
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind apart from a clear visual of the user's finances:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
User Persona
I created Emily based on usability tests and affinity mapping, representing busy young professionals who lack time for financial planning. She reflects frustrations with generic apps and the need for a simple, personalized tool to set and track goals.
Ideation
Research began with surveys, competitor analysis, and user interviews.
A pattern emerged, people wanted guidance more than just data tracking. They needed a tool that could connect taheir current financial situation to their big aspirations.
From this insight, ForeCash was conceptualized as a goal-focused platform with AI-powered forecasting.
Usability Test
I conducted usability tests with target users to validate design decisions and identify areas for improvement. The test consisted of an interview and completing specific tasks on an AI chat box in banking and financial wellness apps.
Usability Test #1- Erica AI (BOA)
"I tried asking the AI about my financial goals in my own words,
but it only offered a few preset questions to choose from.
When I typed anything outside those options, it could not give me an answer."
Usability testing showed that limiting user input to predefined selections reduces the usefulness of an AI assistant. Financial needs are often unique, and users expect the freedom to phrase questions naturally. When the system fails to respond to anything beyond its scope, it creates frustration and prevents deeper engagement with the tool.
"Usability Test #2- Cleo AI"
"The AI responds in a friendly and engaging way, but it cannot give me a personalized forecast or plan based on my specific situation.
It feels like I am getting generic advice instead of something tailored to me."
Testing revealed that while personality and engagement are strengths, the absence of personalized forecasting leaves a significant gap for users who want actionable, data-driven insights. Financial wellness tools must go beyond general tips and provide tailored strategies that help users reach their individual goals.
Affinity Mapping
The affinity mapping exercise distilled diverse user insights into clear, actionable themes. By organizing feedback into clusters, we identified the most pressing financial needs, behavioral patterns, and emotional triggers that influence decision-making.
These groupings revealed not only what features users expect from a personal financial development tool, but also how they naturally progress through their relationship with it from initial awareness to active engagement.
This understanding formed the foundation for building ForeCash’s Customer Journey Map, ensuring each stage addresses a real and validated user need.
Testing
Once the core designs for ForeCash were ready, it was essential to validate them with real users. This stage was focused on understanding whether the platform could genuinely guide people toward their financial goals while remaining intuitive and engaging.
The goals of testing were to:
Understand how easily users could interact with the AI-driven forecasting features.
Evaluate if the platform’s budgeting and goal-tracking matched user expectations.
Identify friction points in navigating between account overviews, transaction history, and goal progress.
Ensure the financial data presented was clear, actionable, and motivating.
Collect honest feedback for improving clarity, speed, and personalization.
Core test activities included:
Asking users to set a major life goal (such as buying a home or planning a vacation) and generate an AI-driven forecast.
Tracking a set financial target and checking progress through the dashboard.
Reviewing transaction history to identify income and expenses over a six-month period.
Exploring suggestions provided by the AI and adjusting their budget accordingly.
Key results:
Participants reported that the AI provided valuable, personalized insights that went beyond standard budgeting apps. The ability to connect their bank accounts and see a unified view of their finances made decision-making faster and more informed. Feedback also revealed small opportunities for improvement in onboarding and first-time goal setup, which will be addressed in the next iteration.
The insights gained from these tests directly informed the refinements that shaped the final product. This feedback-to-design loop became the foundation for crafting the solution that would meet both user needs and project goals.
Solutions
The feedback from usability testing shaped the final iteration of ForeCash into a platform that not only forecastzzs savings but actively motivates users to achieve their biggest financial goals.
AI-Centered Experience
The design placed an AI-driven chat at the core, enabling users to type or speak naturally, receive personalized step-by-step plans, and adjust them as priorities changed. A streamlined dashboard delivered instant insights into goal progress, transactions, upcoming payments, and shared expenses.
Seamless Across Devices
The interface maintained consistency across web and mobile, ensuring a familiar, fluid experience whether planning a purchase at home or checking budgets on the go.
From Tracker to Digital Partner
ForeCash evolved from a simple financial tracker into a learning, adaptive partner. Increased logins, frequent goal updates, and AI-driven exploration reflected its impact and set the stage for measurable results.
Design System
I created the ForeCash design system to ensure clarity and consistency across the platform. I chose a warm, professional color palette with clear feedback states, a clean sans-serif type for readability, and rounded components with subtle shadows for a modern feel. Simple icons, customizable avatars, and a streamlined navigation bar make the experience approachable, while progress indicators keep users motivated.
Onboarding
I designed two versions of onboarding:
Authentic version → Clean, minimal screens focused on clarity and functionality, guiding the user with simple messaging and clear login/permission steps.
Illustrated version → Flashy visuals with playful illustrations and subtle motion design, creating a more engaging and expressive experience.
Authentication & Dashboard
The login, registration, and OTP flows are simple and secure, leading into a motivating success screen. The dashboard gives users a clear overview of their balance, subscriptions, and recent transactions.
Goals & Transactions
Users can set financial goals with progress tracking and edit them anytime. Adding transactions is intuitive with categories, payment methods, and confirmation to avoid mistakes.
Profile, Security & Analytics
Profile settings cover personalization, security, and document storage. Analytics provide insights into spending patterns and link them back to personal savings goals with visual clarity.
AI Interaction
The AI video demonstrates how conversational assistance guides users with smart suggestions, reminders, and financial nudges, blending automation with a human-like experience.
Final
The feedback from usability testing shaped the final iteration of ForeCash into a platform that not only forecasts savings but actively motivates users to achieve their biggest financial goals.
Conclusion
IMPACT
The usability testing and final prototype validated that ForeCash successfully addressed the core issues identified in the discovery stage. Below are the key areas where the solution made a measurable difference:
Users felt more confident managing multiple income sources without confusion.
Navigation improvements enabled smoother account management and quicker access to past statements.
The design system ensured all updates maintained consistency, scalability, and clarity.
User feedback indicated increased trust and satisfaction with the overall experience.
REFLECTION
Working on ForeCash reinforced the importance of user-centered decision-making throughout the design process. Key takeaways from this project include:
Clarity and simplicity in design foster trust and ease of use.
A scalable design system is critical for maintaining quality as the product evolves.
Every decision, from typography to navigation order, should align with genuine user needs.
Usability and brand consistency are most effective when developed in tandem.
Client
Personal Project
Team
2 UX Designers
Industry
Fintech & AI
Duration
June 2025-July 2025
Goal
Help users achieve significant financial milestones by forecasting savings, tracking budgets in real time, and providing actionable AI-driven guidance. It enables users to plan for goals such as vacations, buying a car, clearing student loans, or purchasing a home while maintaining clarity and control over their finances.
Responsibilities
User Research, Competitive Analysis, Information Architecture, Wireframing, Prototyping, Interaction Design, Visual Design, Usability Testing, Design System, AI Feature Integration
Background Information
Managing personal finances can be overwhelming, especially when balancing multiple goals, unpredictable expenses, and fluctuating incomes. Many people struggle to track their spending, forecast future savings, and stay committed to long-term objectives.
ForeCash was developed to address these challenges by combining financial tracking with AI-powered forecasting and guidance.
The app connects directly with users’ bank accounts to monitor income, expenses, and debts while providing personalized steps to help them achieve their biggest financial goals.
My UX Process
The Problem
Many individuals, especially young adults and gig workers, find it difficult to manage their money in a way that aligns with their long-term goals.
Traditional budgeting tools often focus on tracking spending but fail to guide users with purpose or help them stay motivated.
People know what they earn and what they spend, but they struggle with saving intentionally or working toward meaningful milestones like starting a business, paying off student debt, or traveling the world.
Discovery
I noticed a recurring behavior on platforms like Reddit, where people are coming up with apps that uses AI for businesses, expense tracker etc. These types of apps and posts got me thinking.
What if there is an app/website that works just for the users, their finances and come up with forecasted plans to make sure that they get what they want!?
Requirements
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind apart from a clear visual of the user's finances:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
User Persona
I created Emily based on usability tests and affinity mapping, representing busy young professionals who lack time for financial planning. She reflects frustrations with generic apps and the need for a simple, personalized tool to set and track goals.
Ideation
Research began with surveys, competitor analysis, and user interviews.
A pattern emerged, people wanted guidance more than just data tracking. They needed a tool that could connect taheir current financial situation to their big aspirations.
From this insight, ForeCash was conceptualized as a goal-focused platform with AI-powered forecasting.
Usability Test
I conducted usability tests with target users to validate design decisions and identify areas for improvement. The test consisted of an interview and completing specific tasks on an AI chat box in banking and financial wellness apps.
Usability Test #1- Erica AI (BOA)
"I tried asking the AI about my financial goals in my own words,
but it only offered a few preset questions to choose from.
When I typed anything outside those options, it could not give me an answer."
Usability testing showed that limiting user input to predefined selections reduces the usefulness of an AI assistant. Financial needs are often unique, and users expect the freedom to phrase questions naturally. When the system fails to respond to anything beyond its scope, it creates frustration and prevents deeper engagement with the tool.
"Usability Test #2- Cleo AI"
"The AI responds in a friendly and engaging way, but it cannot give me a personalized forecast or plan based on my specific situation.
It feels like I am getting generic advice instead of something tailored to me."
Testing revealed that while personality and engagement are strengths, the absence of personalized forecasting leaves a significant gap for users who want actionable, data-driven insights. Financial wellness tools must go beyond general tips and provide tailored strategies that help users reach their individual goals.
Affinity Mapping
The affinity mapping exercise distilled diverse user insights into clear, actionable themes. By organizing feedback into clusters, we identified the most pressing financial needs, behavioral patterns, and emotional triggers that influence decision-making.
These groupings revealed not only what features users expect from a personal financial development tool, but also how they naturally progress through their relationship with it from initial awareness to active engagement.
This understanding formed the foundation for building ForeCash’s Customer Journey Map, ensuring each stage addresses a real and validated user need.
Testing
Once the core designs for ForeCash were ready, it was essential to validate them with real users. This stage was focused on understanding whether the platform could genuinely guide people toward their financial goals while remaining intuitive and engaging.
The goals of testing were to:
Understand how easily users could interact with the AI-driven forecasting features.
Evaluate if the platform’s budgeting and goal-tracking matched user expectations.
Identify friction points in navigating between account overviews, transaction history, and goal progress.
Ensure the financial data presented was clear, actionable, and motivating.
Collect honest feedback for improving clarity, speed, and personalization.
Core test activities included:
Asking users to set a major life goal (such as buying a home or planning a vacation) and generate an AI-driven forecast.
Tracking a set financial target and checking progress through the dashboard.
Reviewing transaction history to identify income and expenses over a six-month period.
Exploring suggestions provided by the AI and adjusting their budget accordingly.
Key results:
Participants reported that the AI provided valuable, personalized insights that went beyond standard budgeting apps. The ability to connect their bank accounts and see a unified view of their finances made decision-making faster and more informed. Feedback also revealed small opportunities for improvement in onboarding and first-time goal setup, which will be addressed in the next iteration.
The insights gained from these tests directly informed the refinements that shaped the final product. This feedback-to-design loop became the foundation for crafting the solution that would meet both user needs and project goals.
Solutions
The feedback from usability testing shaped the final iteration of ForeCash into a platform that not only forecastzzs savings but actively motivates users to achieve their biggest financial goals.
AI-Centered Experience
The design placed an AI-driven chat at the core, enabling users to type or speak naturally, receive personalized step-by-step plans, and adjust them as priorities changed. A streamlined dashboard delivered instant insights into goal progress, transactions, upcoming payments, and shared expenses.
Seamless Across Devices
The interface maintained consistency across web and mobile, ensuring a familiar, fluid experience whether planning a purchase at home or checking budgets on the go.
From Tracker to Digital Partner
ForeCash evolved from a simple financial tracker into a learning, adaptive partner. Increased logins, frequent goal updates, and AI-driven exploration reflected its impact and set the stage for measurable results.
Design System
I created the ForeCash design system to ensure clarity and consistency across the platform. I chose a warm, professional color palette with clear feedback states, a clean sans-serif type for readability, and rounded components with subtle shadows for a modern feel. Simple icons, customizable avatars, and a streamlined navigation bar make the experience approachable, while progress indicators keep users motivated.
Onboarding
I designed two versions of onboarding:
Authentic version → Clean, minimal screens focused on clarity and functionality, guiding the user with simple messaging and clear login/permission steps.
Illustrated version → Flashy visuals with playful illustrations and subtle motion design, creating a more engaging and expressive experience.
Authentication & Dashboard
The login, registration, and OTP flows are simple and secure, leading into a motivating success screen. The dashboard gives users a clear overview of their balance, subscriptions, and recent transactions.
Goals & Transactions
Users can set financial goals with progress tracking and edit them anytime. Adding transactions is intuitive with categories, payment methods, and confirmation to avoid mistakes.
Profile, Security & Analytics
Profile settings cover personalization, security, and document storage. Analytics provide insights into spending patterns and link them back to personal savings goals with visual clarity.
AI Interaction
The AI video demonstrates how conversational assistance guides users with smart suggestions, reminders, and financial nudges, blending automation with a human-like experience.
Final
The feedback from usability testing shaped the final iteration of ForeCash into a platform that not only forecasts savings but actively motivates users to achieve their biggest financial goals.
Conclusion
IMPACT
The usability testing and final prototype validated that ForeCash successfully addressed the core issues identified in the discovery stage. Below are the key areas where the solution made a measurable difference:
Users felt more confident managing multiple income sources without confusion.
Navigation improvements enabled smoother account management and quicker access to past statements.
The design system ensured all updates maintained consistency, scalability, and clarity.
User feedback indicated increased trust and satisfaction with the overall experience.
REFLECTION
Working on ForeCash reinforced the importance of user-centered decision-making throughout the design process. Key takeaways from this project include:
Clarity and simplicity in design foster trust and ease of use.
A scalable design system is critical for maintaining quality as the product evolves.
Every decision, from typography to navigation order, should align with genuine user needs.
Usability and brand consistency are most effective when developed in tandem.
Client
Personal Project
Team
2 UX Designers
Industry
Fintech & AI
Duration
June 2025-July 2025
Goal
Help users achieve significant financial milestones by forecasting savings, tracking budgets in real time, and providing actionable AI-driven guidance. It enables users to plan for goals such as vacations, buying a car, clearing student loans, or purchasing a home while maintaining clarity and control over their finances.
Responsibilities
User Research, Competitive Analysis, Information Architecture, Wireframing, Prototyping, Interaction Design, Visual Design, Usability Testing, Design System, AI Feature Integration
Background Information
Managing personal finances can be overwhelming, especially when balancing multiple goals, unpredictable expenses, and fluctuating incomes. Many people struggle to track their spending, forecast future savings, and stay committed to long-term objectives.
ForeCash was developed to address these challenges by combining financial tracking with AI-powered forecasting and guidance.
The app connects directly with users’ bank accounts to monitor income, expenses, and debts while providing personalized steps to help them achieve their biggest financial goals.
My UX Process
The Problem
Many individuals, especially young adults and gig workers, find it difficult to manage their money in a way that aligns with their long-term goals.
Traditional budgeting tools often focus on tracking spending but fail to guide users with purpose or help them stay motivated.
People know what they earn and what they spend, but they struggle with saving intentionally or working toward meaningful milestones like starting a business, paying off student debt, or traveling the world.
Discovery
I noticed a recurring behavior on platforms like Reddit, where people are coming up with apps that uses AI for businesses, expense tracker etc. These types of apps and posts got me thinking.
What if there is an app/website that works just for the users, their finances and come up with forecasted plans to make sure that they get what they want!?
Requirements
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind apart from a clear visual of the user's finances:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind:
An interactive AI to ask for financial advices
Set specific targets they want to achieve using the AI chat
Keep track of their progress of a specific target/goal
Adjust their plan according to circumstances
Show clear data of the user’s transaction history
Show how much they owe and how much they are owed from people
Keep the chat minimalistic and to the point content/forecasting
Clear and easy to navigate onboarding experience
User Persona
I created Emily based on usability tests and affinity mapping, representing busy young professionals who lack time for financial planning. She reflects frustrations with generic apps and the need for a simple, personalized tool to set and track goals.
Ideation
Research began with surveys, competitor analysis, and user interviews.
A pattern emerged, people wanted guidance more than just data tracking. They needed a tool that could connect taheir current financial situation to their big aspirations.
From this insight, ForeCash was conceptualized as a goal-focused platform with AI-powered forecasting.
Usability Test
I conducted usability tests with target users to validate design decisions and identify areas for improvement. The test consisted of an interview and completing specific tasks on an AI chat box in banking and financial wellness apps.
Usability Test #1- Erica AI (BOA)
"I tried asking the AI about my financial goals in my own words,
but it only offered a few preset questions to choose from.
When I typed anything outside those options, it could not give me an answer."
Usability testing showed that limiting user input to predefined selections reduces the usefulness of an AI assistant. Financial needs are often unique, and users expect the freedom to phrase questions naturally. When the system fails to respond to anything beyond its scope, it creates frustration and prevents deeper engagement with the tool.
"Usability Test #2- Cleo AI"
"The AI responds in a friendly and engaging way, but it cannot give me a personalized forecast or plan based on my specific situation.
It feels like I am getting generic advice instead of something tailored to me."
Testing revealed that while personality and engagement are strengths, the absence of personalized forecasting leaves a significant gap for users who want actionable, data-driven insights. Financial wellness tools must go beyond general tips and provide tailored strategies that help users reach their individual goals.
Affinity Mapping
The affinity mapping exercise distilled diverse user insights into clear, actionable themes. By organizing feedback into clusters, we identified the most pressing financial needs, behavioral patterns, and emotional triggers that influence decision-making.
These groupings revealed not only what features users expect from a personal financial development tool, but also how they naturally progress through their relationship with it from initial awareness to active engagement.
This understanding formed the foundation for building ForeCash’s Customer Journey Map, ensuring each stage addresses a real and validated user need.
Testing
Once the core designs for ForeCash were ready, it was essential to validate them with real users. This stage was focused on understanding whether the platform could genuinely guide people toward their financial goals while remaining intuitive and engaging.
The goals of testing were to:
Understand how easily users could interact with the AI-driven forecasting features.
Evaluate if the platform’s budgeting and goal-tracking matched user expectations.
Identify friction points in navigating between account overviews, transaction history, and goal progress.
Ensure the financial data presented was clear, actionable, and motivating.
Collect honest feedback for improving clarity, speed, and personalization.
Core test activities included:
Asking users to set a major life goal (such as buying a home or planning a vacation) and generate an AI-driven forecast.
Tracking a set financial target and checking progress through the dashboard.
Reviewing transaction history to identify income and expenses over a six-month period.
Exploring suggestions provided by the AI and adjusting their budget accordingly.
Key results:
Participants reported that the AI provided valuable, personalized insights that went beyond standard budgeting apps. The ability to connect their bank accounts and see a unified view of their finances made decision-making faster and more informed. Feedback also revealed small opportunities for improvement in onboarding and first-time goal setup, which will be addressed in the next iteration.
The insights gained from these tests directly informed the refinements that shaped the final product. This feedback-to-design loop became the foundation for crafting the solution that would meet both user needs and project goals.
Solutions
The feedback from usability testing shaped the final iteration of ForeCash into a platform that not only forecastzzs savings but actively motivates users to achieve their biggest financial goals.
AI-Centered Experience
The design placed an AI-driven chat at the core, enabling users to type or speak naturally, receive personalized step-by-step plans, and adjust them as priorities changed. A streamlined dashboard delivered instant insights into goal progress, transactions, upcoming payments, and shared expenses.
Seamless Across Devices
The interface maintained consistency across web and mobile, ensuring a familiar, fluid experience whether planning a purchase at home or checking budgets on the go.
From Tracker to Digital Partner
ForeCash evolved from a simple financial tracker into a learning, adaptive partner. Increased logins, frequent goal updates, and AI-driven exploration reflected its impact and set the stage for measurable results.
Design System
I created the ForeCash design system to ensure clarity and consistency across the platform. I chose a warm, professional color palette with clear feedback states, a clean sans-serif type for readability, and rounded components with subtle shadows for a modern feel. Simple icons, customizable avatars, and a streamlined navigation bar make the experience approachable, while progress indicators keep users motivated.
Onboarding
I designed two versions of onboarding:
Authentic version → Clean, minimal screens focused on clarity and functionality, guiding the user with simple messaging and clear login/permission steps.
Illustrated version → Flashy visuals with playful illustrations and subtle motion design, creating a more engaging and expressive experience.
Authentication & Dashboard
The login, registration, and OTP flows are simple and secure, leading into a motivating success screen. The dashboard gives users a clear overview of their balance, subscriptions, and recent transactions.
Goals & Transactions
Users can set financial goals with progress tracking and edit them anytime. Adding transactions is intuitive with categories, payment methods, and confirmation to avoid mistakes.
Profile, Security & Analytics
Profile settings cover personalization, security, and document storage. Analytics provide insights into spending patterns and link them back to personal savings goals with visual clarity.
AI Interaction
The AI video demonstrates how conversational assistance guides users with smart suggestions, reminders, and financial nudges, blending automation with a human-like experience.
Final
The feedback from usability testing shaped the final iteration of ForeCash into a platform that not only forecasts savings but actively motivates users to achieve their biggest financial goals.
Conclusion
IMPACT
The usability testing and final prototype validated that ForeCash successfully addressed the core issues identified in the discovery stage. Below are the key areas where the solution made a measurable difference:
Users felt more confident managing multiple income sources without confusion.
Navigation improvements enabled smoother account management and quicker access to past statements.
The design system ensured all updates maintained consistency, scalability, and clarity.
User feedback indicated increased trust and satisfaction with the overall experience.
REFLECTION
Working on ForeCash reinforced the importance of user-centered decision-making throughout the design process. Key takeaways from this project include:
Clarity and simplicity in design foster trust and ease of use.
A scalable design system is critical for maintaining quality as the product evolves.
Every decision, from typography to navigation order, should align with genuine user needs.
Usability and brand consistency are most effective when developed in tandem.