Budgetly
Budgetly
Budgetly
Budgetly is a streamlined platform designed to simplify budgeting, track expenses, and collaborate on shared financial goals - all in one intuitive space.
Budgetly is a streamlined platform designed to simplify budgeting, track expenses, and collaborate on shared financial goals - all in one intuitive space.
Budgetly is a streamlined platform designed to simplify budgeting, track expenses, and collaborate on shared financial goals - all in one intuitive space.
EXPERTISE
EXPERTISE
UX/UI Design
UX/UI
Tools
Tools
Tools
Figma
Figma
Figma
Industry
Industry
PROJECT
B2C
B2C
B2C
YEAR
YEAR
YEAR
2024
2024
2024
ExpertISe
UX/UI
Challenges
Challenges
Challenges
Problem
Problem
Managing shared budgets is complex, often leading to delays and confusion around splitting expenses. This lack of transparency creates friction and stress between group members.
Managing shared budgets is complex, often leading to delays and confusion around splitting expenses. This lack of transparency creates friction and stress between group members.
Managing shared budgets is complex, often leading to delays and confusion around splitting expenses. This lack of transparency creates friction and stress between group members.
Solution
Solution
A platform that streamlines shared budgets with clear contributions,
expense tracking, and an intuitive split calculator, improving transparency and collaboration.
A platform that streamlines shared budgets with clear contributions, expense tracking, and an intuitive split calculator, improving transparency and collaboration.
A platform that streamlines shared budgets with clear contributions, expense tracking, and an intuitive split calculator, improving transparency and collaboration.
Competitive Analysis
Competitive Analysis
Competitive Analysis
I conducted an in-depth analysis of five leading budgeting platforms - Everydollar, Monarch Money, Pocketguard, Riseup and Splitwise. I focused on their shared budgeting features to uncover key strengths and market gaps.
I conducted an in-depth analysis of five leading budgeting platforms - Everydollar, Monarch Money, Pocketguard, Riseup and Splitwise. I focused on their shared budgeting features to uncover key strengths and market gaps.
I conducted an in-depth analysis of five leading budgeting platforms - Everydollar, Monarch Money, Pocketguard, Riseup and Splitwise. I focused on their shared budgeting features to uncover key strengths and market gaps.
User Persona
User Persona
Michal Cohen, 35
Michal Cohen, 35
Social Manager, TLV Israel
Social Manager, TLV Israel
Challenges
Challenges
Managing shared expenses with transparency and fairness.
Time-consuming manual tracking of who owes what.
Difficulty identifying irregular or unexpected expenses.
Managing shared expenses with transparency and fairness.
Time-consuming manual tracking of who owes what.
Difficulty identifying irregular or unexpected expenses.
Managing shared expenses with transparency and fairness.
Time-consuming manual tracking of who owes what.
Difficulty identifying irregular or unexpected expenses.
Goals
Goals
A simple tool for transparent shared budgets.
Automatic updates to reflect changes in shared expenses.
Quick insights into recurring and unexpected expenses.
A simple tool for transparent shared budgets.
Automatic updates to reflect changes in shared expenses.
Quick insights into recurring and unexpected expenses.
A simple tool for transparent shared budgets.
Automatic updates to reflect changes in shared expenses.
Quick insights into recurring and unexpected expenses.
User Persona
Michal Cohen, 35
Social Manager, TLV Israel
Challenges
Managing shared expenses with transparency and fairness.
Time-consuming manual tracking of who owes what.
Difficulty identifying irregular or unexpected expenses.
Managing shared expenses with transparency and fairness.
Time-consuming manual tracking of who owes what.
Difficulty identifying irregular or unexpected expenses.
Goals
A simple tool for transparent shared budgets.
Automatic updates to reflect changes in shared expenses.
Quick insights into recurring and unexpected expenses.
A simple tool for transparent shared budgets.
Automatic updates to reflect changes in shared expenses.
Quick insights into recurring and unexpected expenses.
Wireframing
Wireframing
Wireframing
The next step in my workflow is to create wireframes
before moving on to the UI design.
The next step in my workflow is to create wireframes
before moving on to the UI design.
The next step in my workflow is to create wireframes before moving on to the UI design.
Screens
Screens
Dashboard
Dashboard
Dashboard
Easily monitor your personal or shared budgets, with an organized view of expenses and financial status.
Easily monitor your personal or shared budgets, with an organized view of expenses and financial status.
Easily monitor your personal or shared budgets, with an organized view of expenses and financial status.
Budget Categories
Automatically categorize your expanses and estimate the amount for each month based on previous data.
Budget Categories
Budget Categories
Automatically categorize your expanses and estimate the amount for each month based on previous data.
Automatically categorize your expanses and estimate the amount for each month based on previous data.
Shared Budget View
Shared Budget View
Shared Budget View
Seamlessly track group expenses and contributions in one place, promoting transparency and collaboration.
Seamlessly track group expenses and contributions in one place, promoting transparency and collaboration.
Seamlessly track group expenses and contributions in one place, promoting transparency and collaboration.
Split Expance
Split Expance
Split Expance
Effortlessly divide group expenses with a clear and intuitive process designed for transparency and collaboration.
Effortlessly divide group expenses with a clear and intuitive process designed for transparency and collaboration.
Effortlessly divide group expenses with a clear and intuitive process designed for transparency and collaboration.
1
1
1
Start splitting:
Select “add expanse” to begin dividing costs.
Start splitting:
Select “add expanse” to begin dividing costs.
Start splitting:
Select “add expanse” to begin dividing costs.
2
2
2
Simply fill out the form.
First fill out the expanse details, and choose your preferred splitting method.
Simply fill out the form.
First fill out the expanse details, and choose your preferred splitting method.
Simply fill out the form.
First fill out the expanse details, and choose your preferred splitting method.
Mobile App
Mobile App
Mobile App
Budgetly works on desktop and mobile, enabling users to manage budgets and track expenses anytime, anywhere.
Budgetly works on desktop and mobile, enabling users to manage budgets and track expenses anytime, anywhere.
Budgetly works on desktop and mobile, enabling users to manage budgets and track expenses anytime, anywhere.
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