SpendWise






Finance App - SpendWise
Finance App - SpendWise
To help users manage their finances, including financial goal setting and expense tracking.
To help users manage their finances, including financial goal setting and expense tracking.
PROBLEM
PROBLEM
PROBLEM
Too busy or lazy to record spending daily.
Too busy or lazy to record spending daily.
SOLUTION
SOLUTION
SOLUTION
Ustilize a gamified system and visual habits to encourage consistent daily recording.
Ustilize a gamified system and visual habits to encourage consistent daily recording.



TESTING
TESTING
TESTING
Card sorting / Tree testing
Card sorting / Tree testing

METHODOLOGY
METHODOLOGY
METHODOLOGY
Tool
Optimal Workshop
Optimal Workshop
Online
Tool
Optimal Workshop
Online
Size
7
7
Participants
Size
7
Participants
Method
Hybrid Card Sorting
Hybrid Card Sorting
7 Categories, 30 Cards
Method
Hybrid Card Sorting
7 Categories, 30 Cards
RESULT
RESULT
RESULT
46% Success
46% Success
46% Success
Found that fixed expenses and investment also need to be considers.
Found that fixed expenses and investment also need to be considers.





METHODOLOGY
METHODOLOGY
METHODOLOGY
Tool
Optimal Workshop
Optimal Workshop
Online
Tool
Optimal Workshop
Online
Size
7
7
Participants
Size
7
Participants
Method
Tree Tesing
Tree Tesing
4 Tasks
Method
Tree Tesing
4 Tasks
RESULT
RESULT
RESULT
57% Success
57% Success
57% Success
Task: Create a saving goal.
Insight: Only 1 out of 7 participants found the correct place directly, but 3 found it indirectly.
Solution: Plan to add a noticeable call-to-action to the homepage.
Task: Create a saving goal.
Insight: Only 1 out of 7 participants found the correct place directly, but 3 found it indirectly.
Solution: Plan to add a noticeable call-to-action to the homepage.








USER RESEARCH
USER RESEARCH
5 Second testing / Usability testing
5 Second testing / Usability testing










