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Project Overview
Project Overview
The product:
The product:
Team Wallet is an app and website that helps friends and family manage household budgets and save together for shared goals like vacations or home projects.
Project duration:
Project duration:
Jan 2025 — Feb 2025
The problem:
The problem:
Managing a household budget or saving for a shared goal can be challenging when multiple people are involved, often leading to confusion, lack of transparency, and inconsistent contributions.
The goal:
The goal:
This app aims to simplify the process of setting, tracking, and achieving shared financial goals together, fostering accountability and collaboration among users.
My role:
My role:
UX Researcher and Designer
Responsibilities:
Responsibilities:
User research
Wireframing
Prototyping
Testing
Understanding
the user
Understanding
the user
User research
Personas
Problem statements
User journey maps
Summary
Summary
For my user research, I conducted interviews and surveys with friends, families, and roommates to understand their pain points around managing shared finances and saving for group goals. Initially, I assumed that most users struggled primarily with tracking expenses, but the research revealed that transparency and accountability were the key challenges, with many users unsure of how to fairly divide contributions. Based on these insights, I refined the app's features to focus on clear tracking, easy contributions, and group visibility to enhance collaboration and motivation.
Pain Points
Pain Points
Lack of Transparency
Lack of Transparency
Users often struggle to see where the money is going, leading to confusion and mistrust among group members.
Inconsistent Contributions
Inconsistent Contributions
Group members may forget or delay their contributions, making it difficult to meet shared financial goals on time.
Complex Budget Tracking
Complex Budget Tracking
Managing joint expenses across multiple categories can become overwhelming, especially when it's not centralized in one place.
Unclear Goal Progress
Unclear Goal Progress
Users find it hard to track the progress of group savings, leading to decreased motivation and a lack of clarity on how much more needs to be saved.
Persona: Ethan Williams
Persona: Ethan Williams
Problem statement:
Problem statement:
Ethan Williams is a 21-year-old college student who needs a simple way to manage shared expenses with his roommates because delays and unfair contributions are causing frustration.
User Journey Map
User Journey Map
I created a user journey map of Ethan’s experience trying to get timely and fair rent payments from his roommates to help identify possible pain points and improvement opportunities.
Starting
the design
Starting
the design
Paper wireframes
Digital wireframes
Low-fidelity prototype
Usability studies
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