TrackEasy – Finance Tracking App

Master finances with ease. TrackEasy offers a comprehensive solution for tracking expenses, managing payments, and setting savings goals, all wrapped in an intuitive and sleek design..

Mobile App Design
Fintech
About Project
Our Task
Design Process
Wireframes
Visual Design
Key Features
Screens

About the Project

TrackEasy is an app built for efficient personal finance management. It enables users to track expenses, handle payments, and set savings goals. The app offers comprehensive cash flow monitoring, helping users maintain financial stability.

12 screens

110 hours

Finance tracking mobile application design

Service:

Mobile App Design

Industry:

Fintech

Country:

USA

Partnership period:

2022

Our Task

The client approached us with the vision of designing a fintech app to revolutionize personal finance management. Our task was to translate this vision into reality by creating a platform where users can generate detailed expense reports, view financial data on a daily, weekly, and monthly basis, track expenses, and plan budgets effectively.

Our Solution

Our team designed a comprehensive budgeting app tailored for effective financial management. The app offers detailed tracking of expenses and helps users maintain a balanced cash flow with advanced analytics. This approach aids users in managing their finances effectively while supporting their long-term financial goals.

Our Design Process

01
Research & Discovery
Initial research and discovery phase

To lay a solid foundation for the design process, we embarked on a comprehensive research and discovery phase. At this stage, we studied the client's vision and requirements, ensuring a deep understanding of his goals and objectives. Simultaneously, we conducted a thorough analysis of the competitive landscape, examining existing finance management solutions and identifying industry best practices. Furthermore, we delved into audience analysis, gaining valuable insights into user preferences, pain points, and behavioral patterns within the financial domain.

02
Wireframing
UX stage

Following the research phase, we moved on to the wireframing stage. At this phase, we developed a series of wireframes, encompassing every key screen from the initial signup process to expense and budget tracking functionalities, and other essential user interfaces. The primary focus during this stage was to ensure a seamless and intuitive user journey. We prioritized clear information architecture, logical task flow, and a user-friendly layout to streamline financial management activities within the app.

03
UI Design
UI stage

After completing the wireframes, we transitioned into the UI design phase, where we brought the wireframes to life with visually appealing and functional user interfaces. We meticulously selected a color palette that aligns with financial management principles, crafted a custom set of icons to enhance usability, and chose fonts that ensure readability and professionalism. This phase was crucial in establishing the app's visual identity, ensuring consistency and a polished look.

04
Logo Design
Logo design stage

Beyond the UX/UI design, we developed a distinctive logo for TrackEasy to embody its mission. The bold, clean font stands for reliability and professionalism, key traits in the financial industry. The spiral icon signifies continuous tracking, underlining the app’s focus on detailed financial oversight. The blue color palette symbolizes trust and stability, ensuring users feel assured and confident in using TrackEasy for their financial needs.

05
Clickable Prototype
Clickable prototype stage

Finally, we created a clickable prototype to provide the client with an interactive experience of the app. This prototype allowed the client to navigate through the app's features firsthand, offering valuable feedback on usability and functionality. The interactive prototype was a crucial step for refining the design and ensuring it met the client's expectations and requirements, bringing the entire vision to a tangible and testable form.

01

Research & Discovery

02

Wireframing

03

UI Design

04

Logo Design

05

Clickable Prototype

Wireframing

In preparation for the UI design, we developed 8+ wireframes that provided a clear structure for the app. These wireframes acted as a visual blueprint, systematically outlining every aspect of the user's financial management journey.

TrackEasy app welcome screen wireframe
Wireframe of TrackEasy app's sign-up screen
 Wireframe of TrackEasy app's account creation screen
 TrackEasy app wireframe design showing a financial overview screen
 Budget management screen wireframe of TrackEasy app
 Subscription schedule screen wireframe of TrackEasy app
 Credit card management screen wireframe of TrackEasy app
 Wireframe design of TrackEasy app's screen for adding new subscriptions
 Subscription info screen wireframe of TrackEasy app
 Settings screen wireframe of TrackEasy app
8+ Wireframes

Visual Design

To deliver a seamless and intuitive user experience, we crafted a sophisticated visual design. Our chosen color palette conveys professionalism and stability, while Inter typography provides clarity. To further enhance usability, we developed custom icons that offer a cohesive visual language across the app.

 TrackEasy app typography
 An example of using the TrackEasy typography
 TrackEasy app color palette
 TrackEasy app icons set

Key Features

01

Spendings & Budget

A comprehensive spending and budgeting tracker that provides users with a real-time overview of their expenditures, categorized by type.

 TrackEasy spendings and budget feature
02

Subscription Scheduling

A subscription scheduling feature that allows users to set automatic payment dates for their recurring subscriptions.

 TrackEasy subscription scheduling feature
03

Cards Management

A card management system that streamlines the process of adding and managing multiple payment methods within the app.

 TrackEasy cards management feature
04

Subscriptions Management

A robust subscription management tool that empowers users to add, modify, and track their recurring subscriptions, set reminders for upcoming charges, and customize subscription pricing.

 TrackEasy subscriptions management feature

Screens Overview

 Welcome screen UI design of TrackEasy app
 Sign-up screen UI design of TrackEasy app
 Registration screen UI design of TrackEasy app
 Dashboard screen UI design of TrackEasy app featuring a financial summary
 Spending and budgets screen UI design of TrackEasy app

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