MONEY BUDGETING + PLANNING

The Easiest Way for First-Time Budgeters to Take Control.

ORGANIZATION

Design @ UCI

ROLE

UI Designer

TIMELINE

JAN 2025 - MAR 2025

Project description

Cashmi, a beginner-friendly budgeting app designed to help first-time budgeters build smarter financial habits and make informed money decisions.

What is the problem?

Impulsive buying makes budgeting challenging for teenagers and young adults, often leading to financial instability without proper tracking.

How can we design an application that helps first-time budgeters

build better spending habits and reduce impulse purchases in our everyday lives?

Impulsive buying makes budgeting challenging

for teenagers and young adults, often leading to

financial instability without proper tracking.

How can we design an application that helps

first-time budgeters build better spending habits

and reduce impulse purchases in our everyday lives?

Impulsive buying makes budgeting challenging for teenagers and young adults,

often leading to financial instability without proper tracking.

How can we design an application that helps first-time budgeters

build better spending habits and reduce impulse purchases in our everyday lives?

Process

Research & Planning

Conducted user surveys, interviews, and personas understand impulsive spending among young budgeters, revealing how it undermines financial confidence. Competitive analysis revealed gaps in existing apps, creating opportunities for a simpler, supportive solution tailored to first-time budgeters.

Design & Prototyping

Translated research insights into tangible design solutions through affinity mapping, which helped us identify key themes and user needs. Developed branding and a standout mascot to create a friendly, approachable identity, along with user flows to ensure intuitive navigation.

Testing & Optimization

Conducted usability testing and A/B testing to evaluate the app’s design, features, and overall user experience. User feedback informed iterative improvements ensuring the interface was intuitive, simple, and engaging for the younger audience.

Solution

To make budgeting less intimidating for beginners, Cashmi offers features that simplify the process while subtly promoting healthier spending habits. Our mascot, Mi, motivates you to reach your financial goals.

MOTIVATING GOAL SETTING
Goal setting keeps beginners focused on budgeting, while milestone badges reward progress & motivate lasting financial habits!
EASY Receipt Management
Receipt scanning captures purchases & organizes them into a digital receipt, making expense tracking simple & accurate.
BUDGET MONITORING
Tracks your monthly budget in real time and provides cute notification alerts when spending approaches your set limits!
MOTIVATING GOAL SETTING
Goal setting keeps beginners focused on budgeting, while milestone badges reward progress & motivate lasting financial habits!
EASY Receipt Management
Receipt scanning captures purchases & organizes them into a digital receipt, making expense tracking simple & accurate.
BUDGET MONITORING
Tracks your monthly budget in real time and provides cute notification alerts when spending approaches your set limits!
MOTIVATING GOAL SETTING
Goal setting keeps beginners focused on budgeting, while milestone badges reward progress & motivate lasting financial habits!
EASY Receipt Management
Receipt scanning captures purchases & organizes them into a digital receipt, making expense tracking simple & accurate.
BUDGET MONITORING
Tracks your monthly budget in real time and provides cute notification alerts when spending approaches your set limits!
MOTIVATING GOAL SETTING
Goal setting keeps beginners focused on budgeting, while milestone badges reward progress & motivate lasting financial habits!
EASY Receipt Management
Receipt scanning captures purchases & organizes them into a digital receipt, making expense tracking simple & accurate.
BUDGET MONITORING
Tracks your monthly budget in real time and provides cute notification alerts when spending approaches your set limits!

MOTIVATING GOAL SETTING
Goal setting keeps beginners focused on budgeting, while milestone badges reward progress & motivate lasting financial habits!
EASY Receipt Management
Receipt scanning captures purchases & organizes them into a digital receipt, making expense tracking simple & accurate.
BUDGET MONITORING
Tracks your monthly budget in real time and provides cute notification alerts when spending approaches your set limits!
MOTIVATING GOAL SETTING
Goal setting keeps beginners focused on budgeting, while milestone badges reward progress & motivate lasting financial habits!
EASY Receipt Management
Receipt scanning captures purchases & organizes them into a digital receipt, making expense tracking simple & accurate.
BUDGET MONITORING
Tracks your monthly budget in real time and provides cute notification alerts when spending approaches your set limits!
MOTIVATING GOAL SETTING
Goal setting keeps beginners focused on budgeting, while milestone badges reward progress & motivate lasting financial habits!
EASY Receipt Management
Receipt scanning captures purchases & organizes them into a digital receipt, making expense tracking simple & accurate.
BUDGET MONITORING
Tracks your monthly budget in real time and provides cute notification alerts when spending approaches your set limits!
MOTIVATING GOAL SETTING
Goal setting keeps beginners focused on budgeting, while milestone badges reward progress & motivate lasting financial habits!
EASY Receipt Management
Receipt scanning captures purchases & organizes them into a digital receipt, making expense tracking simple & accurate.
BUDGET MONITORING
Tracks your monthly budget in real time and provides cute notification alerts when spending approaches your set limits!

let’s create something amazing together!

contact me!

let’s create something
amazing together!

contact me!

let’s create something amazing together!

contact me!

Project description

What is the problem?

Process

Solution

Solution

MOTIVATING GOAL SETTING

EASY Receipt Management

BUDGET MONITORING

MOTIVATING GOAL SETTING

EASY Receipt Management

BUDGET MONITORING

let’s create something amazing together!

let’s create something amazing together!

let’s create something amazing together!

let’s create something
amazing together!