Under NDA
About
Business Impact
Ultimately, it positions the app as not just a tracker, but a personal financial companion people actually want to
return to.
Design Activities
UX Research
Competitor Analysis
Information Architecture & User Flows
UI Design
Team
UX Designer
Industry
Fintech
My Role
UX/UI Designer
Unified
Transformed
Enabled
I learned that many people still don’t fully trust AI with their personal finances. That’s why I focused on creating something that feels supportive and human.
The real breakthrough was designing an assistant that understands why people spend, not just how much. Blending clear financial insights with empathy showed me how AI can actually make money management feel more personal
and reassuring.




