KSB
Budget Compass
Navigating Your Finances with Clarity and Control
Project Overview
Budget Compass is a budget tracking app designed to help users manage their finances efficiently. The app enables users to create and track budgets, monitor spending, and find opportunities to save money. With features such as subscription management and a calendar view for transactions, Budget Compass aims to simplify financial management for a broad audience.
Objective
The goal of Budget Compass is to provide users with a user-friendly interface to manage their finances effectively. The app emphasizes:
-
Budget creation by category.
-
Transparent and intuitive tracking of spending and subscriptions.
-
Accessible and actionable financial insights.

Core Features
-
Personalized Onboarding: Tailors the user experience based on financial goals selected during sign-up.
-
Dynamic Budget Overview: Displays a real-time monthly summary of spending, remaining budget, and progress across categories.
-
Calendar Integration: A transaction calendar provides an intuitive way to review spending day by day.
-
Category Budgeting: Customizable categories allow users to allocate budgets for essential expenses like housing, subscriptions, and transportation.
-
Subscription Management: Tools for identifying and canceling unnecessary subscriptions.
-
Settings Customization: Offers control over user accounts and app preferences.
UX Considerations
-
Simplicity:
-
Designed with clear, minimalistic navigation.
-
Visual representations (charts, graphs) reduce cognitive load.
-
-
Accessibility:
-
Calendar and category views cater to different user preferences for financial tracking.
-
Use of contrasting colors and legible typography ensures usability for diverse audiences.
-
-
User Empowerment:
-
Emphasis on providing actionable insights like subscription suggestions to save money.
-
Flexibility in setting budget limits and managing preferences.
-
Key Outcomes
-
Improved financial literacy and control for users.
-
Reduced user churn through personalized and intuitive design.
-
Positive feedback on the ability to track spending patterns and optimize budgets efficiently.
Conclusion
Budget Compass empowers users to take charge of their finances through an intuitive, goal-oriented design. By simplifying complex financial tasks and providing clear, actionable insights, the app makes budgeting accessible to all.