balance | 1 · balance, megan downloaded the app to find it was, in fact, the perfect solution to...

76
Kirti Bansal Laura Ersoy Taishu Nakamura Professor Jun Li Advanced I, ARGD-400

Upload: others

Post on 09-Oct-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 1

Kirti BansalLaura Ersoy

Taishu NakamuraProfessor Jun Li

Advanced I, ARGD-400

Page 2: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 3: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Kirti BansalLaura Ersoy

Taishu NakamuraProfessor Jun Li

Advanced I, ARGD-400

Page 4: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 5: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 5

79111521335373

Concept PersonaProcessPreliminary WireframesPreliminary CompositionsFinal WireframesFinal CompositionsPoster

table of contents

Page 6: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 7: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 7

Saving is always a hard thing to do. It especially doesn’t help if you’re a full time student making minimum wage at your on-campus job.

It’s a problem we’ve all faced: too many expenses and too little income. It may seem like you never have time to save. And every six months, we’re faced with a tuition bill of thousands of dollars to be accumulated to our never-ending loans.

concept

We created Balance as a way to help students not only budget their money better, but also teach them to manage their money more efficiently.

Balance allows students to set their own goals, maintain their own budgets and learn to be responsible without feeling overwhelmed. We get dealing with money can be scary, but with Balance, we’ll teach you to conquer your savings.

We get savings don’t grow overnight, so we help you save where you can. Set your own goals and set your own pace: we’ll teach you how to save your money to pay for your next adventure.

Page 8: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 9: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 9

Megan is a full-time students taking 18 credits. She’s currently a sophomore living in Blanton Hall and is struggling to balance her time between her lab schedule and her part-time job in the Student Center.

She wants to take on more hours at work, but doesn’t want it to affect her schoolwork. But she’s unsure of how to save up for the big trip her friends are planning for Spring Break.

persona

While Megan wants to take on more hours working, the simpler solution may be that she needs to budget her money better, and cut down on her expenses. After a friend recommended Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent so much money until she saw Balance outline all of her monthly expenses.

Page 10: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 11: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

process work

Balance | 11

Page 12: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 13: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 14: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 15: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 15

preliminary mobile wireframes

Page 16: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Logo (Budget App)

Logo (Budget App)

Hey, [Student Name]! Please confirm the details linked to your school ID, so we can know more about you!

Personal Information

Landing Page Sign In / Sign Up Personal Quiz

Page 17: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 17

Choose a character that best represents you and your personal style!

Student Name

Now tell us a little about yourself.

Do you live on campus, off campus or at home?

Are you currently employeed?

How many hours do you work in a week?

What is your pay rate?

Great. Letʼs start planning.

Student Name

What are your recurring expenses?ie: Subscriptions, bills.

Alright. Letʼs keep on going!

Personal Avatar Personal Quiz (cont.) Recurring Expenses

Page 18: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

SHORT TERM GOALS

What is this goal for?

How important is this goal to you?

What is the approximate length of this

goal?

How much would you like to save to

achieve this goal?

!!! !! !

1 month 3 months 6 months

60%Of your savings will be calculated

to save for a new pair of shoes

Iʼm done adding

Add another goal

Student Name

Set a limit for your extra expenses.

LIMIT$200

Weekly Monthy

Nice! Now letʼs set some goals!

Student Name

Letʼs get start by setting some goals for ourselves so we can start saving some money faster!

Short term long term

Personal Expense Limit Setup Goals Setup

Short-Term Goals Setup

Page 19: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 19

LONG TERM GOALS

What is this goal for?

How important is this goal to you?

What is the approximate length of this goal?

How much would you like to save to achieve this goal?

!!! !! !

1 YEAR 2 YEARS 3 YEARS

25%Of your savings will be calculated to save for a new Macbook Pro

Iʼm done adding

Add another goal

Kirti Bansal

SHORT TERM GOALS

LONG TERM GOALS

Long-Term Goals Setup

Goals Page

Page 20: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 21: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 21

preliminary mobile compositions

Page 22: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Login / More Info - 1Doormat Login / More Info - 2

Page 23: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 23

Login / More Info - 3 Login / More Info - 4 Sign In

Page 24: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Custom AvatarPersonality Quiz Personality Quiz (Continued)

Page 25: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 25

Enter Expense Additional Expenses Enter Goal

Page 26: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Short Term GoalsLong Term Goals Goals - Summary

Page 27: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 27

Page 28: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 29: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 29

preliminary web compositions

Page 30: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 31: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 31

Page 32: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 33: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 33

final mobile wireframes

Page 34: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Landing Page Sign In / Sign Up Summary

spend smarter.

Page 35: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 35

Add Menu Add Bank Add Card

Page 36: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Summary (Filled In) Balance Add Income

Page 37: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 37

Balance (After Income) Add Expense Add Expense (Continued)

Page 38: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance (Filled in) Balance (Category Specific) Balance (Recurring Expenses)

Balance

October 2016 December 2016November 2016

Total IncomeTotal Expenses

$0.00-$0.00$0.00Balance

Income Recurring Expenses All Expenses

All Income $475.00100%

Date

Date

Date

Date

Lorem ipsum dolor

Lorem ipsum dolor

Lorem ipsum dolor

Lorem ipsum dolor

$##.##

$##.##

$##.##

$##.##

SUMMARY BALANCE BUDGET GOALS

Page 39: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 39

Budgets Add Budget Add Budget (Continued)

Page 40: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Budget (Filled in) Edit Budget Goals

Page 41: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 41

Add Goal Add Goal (Continued) Goals (Filled in)

Goals

summary bal ance budget go al s

MacBook

Beats Headphones

Mexico 2017

Buy Something; Advanced

Buy Something; Beginner

Go Somewhere; Average

Page 42: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Profile Tab Alerts

Page 43: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 43

Page 44: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 45: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

final web wireframes

Page 46: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 47: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 47

Page 48: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 49: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 49

Page 50: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 51: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 51

Page 52: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 53: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

final mobile compositions

Page 54: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Sign In / Sign UpDoormat Summary

Page 55: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 55

Add Menu Add Bank Summary (Filled In)

Page 56: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Add CardBalance Add Income

Page 57: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 57

Balance (Filled In) Add Expense Add Expense (Continued)

Page 58: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance (Category-Specific)Balance (All Expenses) Balance (Recurring Expenses)

Page 59: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 59

Budget Add Budget Add Budget (Continued)

Page 60: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Budget (Edit)Budget (Filled In) Goals

Page 61: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 61

Add Goal Add Goal (Continued) Goals (Filled in)

Page 62: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Profile Menu Alerts

Page 63: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 63

Page 64: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 65: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

final web compositions

Page 66: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 67: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 67

Page 68: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 69: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 69

Page 70: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 71: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 71

Page 72: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 73: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 73

poster

Page 74: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent
Page 75: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent

Balance | 75

Page 76: Balance | 1 · Balance, Megan downloaded the app to find it was, in fact, the perfect solution to her money troubles. At the end of every month, she never understood how she’d spent