Umbrella BuildsEnterprise delivery partner
03Case study

Simplifying personal finance management

A fintech app designed to help users take control of their personal finances, with an intuitive web interface for budgeting, transaction tracking, and financial goal setting.

FinTech · Consumer

Simplifying personal finance managementSHIPPED
The personal finance app on a laptop, showing balance, spend against budget and recent transactions

The challenge

To design an engaging, user-friendly experience while ensuring top-tier security and scalability.

Product goals to solve

Simplified budgeting: tools to create and track monthly budgets easily.

Comprehensive tracking: monitor transactions, categorize expenses, and track savings.

Goal-oriented: set financial goals, such as saving for a vacation or paying off debt.

Secure access: protect all user data with industry-standard encryption and multi-factor authentication.

Key features

What we built.

F1

Real-time dashboard

An intuitive dashboard with up-to-date balances, spending insights, and budget comparisons.

F2

Goal tracking

Set personal goals and track progress in a visual, easy-to-understand format.

F3

Budget management

Create monthly budgets, monitor spending against targets, and receive notifications when limits are reached.

Results

Average 15% increase in savings within three months, through better budgeting

75% of users actively tracked their spending

98% of users felt confident in the app's security features

Bring us the constraint

Tell us what’s blocked. We’ll tell you how we’d staff it.

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