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Mintyfi Dashboard
About
Mintyfi simplifies financial management for individuals and small business owners by unifying accounts, tracking expenses, and streamlining finances in one powerful dashboard.
Category
Fintech
Role
UX and UI Desigmer
Type
Case study project for MIT
Enthographic Interviews
I conducted in-depth user interviews to explore behaviors and challenges, revealing key insights and opportunities for creating the platform.
How do you currently track your finances?
"I typically use spreadsheets, but keeping them updated takes forever and I often fall behind."
What kind of dashboard insights do you need most?
"I need a quick overview of my cash flow, income, expenses, and savings, all in one view."
Do you set financial goals? How do you monitor them?
"I create financial goals but struggle to track my progress because existing tools lack reminders."
What's your biggest financial challenge?
"My main struggle is syncing all my accounts, it's difficult to see my complete financial picture."
What would make managing finances easier?
"Smart suggestions tailored to my spending habits, not just generic alerts when I overspend."
What should the dashboard interface look like?
"Clean, adaptable, and visually intuitive. I want insights without navigating through endless menus."
Competitor
Analysis
I analyzed four financial management dashboards to assess their insights, usability, and visualization capabilities, identifying strengths and opportunities for differentiation.
Pain Points
Gathered
Lack of budget planning support
Time-consuming manual data entry
Insufficient reminders and alerts
Confusing and outdated dashboard interfaces
Generic solutions that don't address individual needs
No incentives or motivation to save money
Inconvenient progress tracking
Absence of forecasting and future planning tools
Difficulty controlling spending habits
Limited visibility into recurring subscriptions and hidden fees
Problem and Solution
I identified the core problem of fragmented financial data and defined a solution: a unified, intuitive dashboard that streamlines management and provides actionable insights.
The Problem
Users struggle to manage their finances effectively due to fragmented transactions, lack of real-time synchronization, and inadequate insights leading to confusion, missed goals, and uninformed financial decisions.
The Solution
All financial data: balances, expenses, income, and transactionsis consolidated into a streamlined dashboard with clear categorization and consistent layouts to enhance clarity.
The Solution
Integrated advanced analytics and personalized budgeting tools to deliver role-based insights for individuals, freelancers, and small businesses, ensuring seamlessly adaptation to each user's financial needs and goals.
User Persona
I identified needs to busy professionals and mapped a solution for them.
Empathy Mapping
Mapped what users say, think, do and feel to uncover pain points and motivations, architecting a solution aligned to their real needs.
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User
Stories
Revealed everyday struggle and goals, helping me design features that are truly aligned with the needs creating lasting impact and value.
As a freelancer, I want to generate quick invoices so that I can get paid faster without spending hours on paperwork.
John Hunt
Freelancer
As a young professional, I want to track my daily expenses so that I can stay within my monthly budget.
Emily Rose
Product Designer
As a traveler, I want multi-currency expense tracking so that I can manage my finances while abroad.
Charlie Joesph
Travel Enthusist
Information
Architecture
Low Fidelity
Prototype
High Fidelity
Prototype
Dashboard
The Mintyfi Dashboard consolidates income, expenses, and cash flow, providing a clear overview of financial health. Integrated tools like transactions, subscriptions, and goals enable seamless tracking, while intelligent insights drive smarter money management.
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Transactions
Provides a transparent view of all financial activities with adaptable filters and instant access to details, making expense tracking seamless and efficient.
Expense Tracking
Delivers real-time insights into spending across categories, featuring clear visuals of recent expenses and key trends to help users effectively manage their financial health.
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Subscription
Offers a comprehensive view of active and inactive plans with intuitive filters and streamlined management options for enhanced control.
Accounts
Screen displays detailed information on card balances, spending limits, and cash flow patterns. With instant access to transactions and account activity, users can manage their finances easily.
Invoices
Delivers a comprehensive view of all bills with status indicators, filters, and quick actions, making payment tracking straightforward and well-organized.
Goals
Enables users to monitor savings progress through clear visuals and status indicators. Simplified goal management and real-time updates support better financial planning and control.
Usability
Testing
Usability Testing helps identify user pain points, validate ease of use, and refine task flows to improve the overall experience.
This usability test was conducted with a group of 18 business users, including small business owners and finance managers. The objective was to identify usability challenges, evaluate task efficiency, and gather insights to enhance the overall business experience.
Participants were asked to perform essential financial tasks such as tracking company expenses, managing recurring subscriptions, setting savings or revenue goals, and reviewing invoices. Their feedback provided valuable input on clarity, functionality, and overall satisfaction.
Results
16 out of 18
Users efficiently tracked and categorized expenses, finding the workflow smooth and intuitive.
18 on 18
Effortless goal setting and progress tracking with visual dashboards.
14 out of 18
Users recommended adding cash flow forecasts and budgeting tips to support smarter decisions.
Learnings
Based on user feedback, the next phase will focus on integrating cash flow forecasting, personalized budgeting recommendations, and enhanced financial guidance to empower users with actionable insights.
Working on this project at MIT alongside finance professionals deepened my understanding of balancing simplicity with functionality. It reinforced that effective UX design builds trust, reduces cognitive load, and empowers confident decision-making, strengthening my commitment to human-centered design in high-impact domains.
