As a customer of 6 different banks, frequent traveler, and a person who prefers to have a control over spendings, I decided to face a challenge of improving the neglected area of budget management.

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The goal

Exploration of more flexible, customisable budget management solutions.

My role

Research and Product Design.

Research

How to understand the context?

Luckily as a frequent user of banking apps, I hadn't try budgeting functionalities before. Thanks to that I had a clear start without any bias in my mind. I didn’t go for any tutorial nor article to let myself find out how I'd interact with currently available budget management solutions at the very first time. For the reference I chose one of the most common services on this market - Revolut.

After 5 days of initial testing I made following observations:

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What do other users say?

Source of user feedback

After the test, there was a time for education about the business behind the functionality focused on analytics and budgeting, to let me for the most profound understanding possible of the context I was going to work on. For costumer voice I looked for at: