The objective of designing this financial app is to create a modern, user-friendly platform that empowers users to manage their personal finances effectively. The goal is to simplify financial tasks such as budgeting, tracking expenses, and goal setting while ensuring security and accessibility for a broad user base. The product design research followed a structured approach to identify pain points and opportunities for improvement in personal finance management.

Key Features:

• Personalization & Automation: Users desired more personalized financial insights, such as automatic categorization of expenses and tailored budgeting advice. The app integrates these features with machine learning to offer proactive financial tips based on user behavior.

• Real-Time Alerts & Insights: Users wanted real-time updates on their financial status, with alerts for spending thresholds and reminders for bill payments. This ensures better control over daily finances.

• User-Friendly Visualizations: Complex financial data was transformed into easy-to-read graphs and reports, allowing users to quickly grasp their financial situation. Goal-tracking visuals and progress bars helped keep users motivated.