Back to WorkCase Study · 16
FintechFintechUI DesignMobile AppUPI

Finance Management App

Smart UPI, KPIs & Secure Money Tracking

A modern mobile finance management app built for fast, intuitive, and secure personal finance control — featuring UPI payments, KPI dashboards, and real-time money tracking.

Role

UI/UX Designer

Year

2025

Tools

Figma, Prototyping, Auto Layout

Category

Fintech

Finance Management App video thumbnail
Design Walkthrough
01
Problem & Context

The Challenge

Users managing personal finances across multiple UPI apps, bank accounts, and expense categories had no single, clear view of their money. Fragmentation led to overspending, missed payments, and financial anxiety.

02
Role & Responsibilities

My Role

Led full UI/UX design — from information architecture and user flows through high-fidelity screens and interactive prototype. Designed the UPI payment flow, KPI dashboard, and transaction tracking views.

UI DesignUX StrategyUser FlowsDashboard DesignInteraction DesignPrototyping
03
Research & Insights

What I Found

01

Interviewed 8 young professionals managing finances on mobile

02

Key finding: 80% track expenses in a separate notes app because their banking apps don't show spending patterns

03

They needed a finance OS, not just a payment app

04
Final Solution & Impact

The Solution

Designed a unified finance management app with a clear KPI dashboard (income, spend, savings), smart UPI payment flows, category-based expense tracking, and a secure money movement experience — all in one clean interface.

Unified Finance Dashboard

Smart UPI Payment Flow

KPI-driven Spending Insights

Secure Money Tracking

Back to Work

© 2026 Dev Shrimali