Zenly

Digital budgeting made easy

Zenly is a mobile app for users who struggle with keeping up with their multiple digital banking accounts and wish to improve their knowledge of spending and stay on top of their monthly budget.

In the Home section of the app, you can access customised monthly caps which update as you spend.

Caps is a feature to help track categorised spending and make sure it stays within users' monthly budget.

In the Home section of the app, you can access customised monthly caps which update as you spend.

Caps is a feature to help track categorised spending and make sure it stays within users' monthly budget.

Users can create and customise their own caps, but our AI also allows users to get suggestions based on their revenue flow.

Overview

With the proliferation of digital banking and payment platforms, keeping track of expenses across various accounts has become increasingly challenging. Many users struggle to maintain visibility over their spending habits, leading to financial instability and missed savings opportunities. Zenly aims to revolutionize personal finance management by providing users with a comprehensive solution to budget their digital accounts effectively.

Year: 2024

Duration: 9 months

Role: Lead UI Designer

My role

As the Lead UI Designer on this project, I transformed user experience research into visual solutions. I oversaw the process from initial research to final delivery, ensuring each feature met our users' needs. This involved conducting user testing, A/B testing, card sorting for information architecture, and gathering feedback using Useberry as well as guaranteeing an easy, time-saving hand off method.

The team: 1 Tech lead, 1 iOS FrontEnd devs, 2 iOS BackEnd devs, 1 Finance expert, 2 Product Designers, 1 PM and 1 PO

Creating a new monthly budget to be tracked by the app

Card sorting for categorisation

Embracing a user-centric approach, I facilitated collaborative sessions where participants sorted predefined spending categories into groups that resonated with their financial habits and preferences. Through this iterative process, we gained invaluable insights into users' perceptions and priorities regarding their expenditure, allowing us to create intuitive and tailored categories reflective of their real-life spending patterns.

During our card sorting workshops, we presented users with a mix of spending categories identified in prior research. Participants could freely rearrange these categories into groups based on shared meanings. Each group could be labelled as desired, and users could even suggest new categories not initially provided. This collaborative effort culminated in the development of intuitive spending categories within our app, resonating with the typical user's financial habits and priorities.

Connecting digital accounts to the app by searching the banking service and allowing for data sharing

Centralising financial data

One of the ways in which we delivered value to our users was by offering a comprehensive balance of their finances from multiple accounts, all conveniently accessible from a single platform. By seamlessly integrating data from disparate sources, our app empowers users with a holistic view of their financial health, enhancing transparency and efficiency in their day-to-day banking activities.

Users can view their complete digital banking balance and transactions as well as a breakdown of their financial assets