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Personal finance | Shipped product

SmartFin: Personal Finance & Investment Platform

I designed currency and language preferences, a financial home, crypto and stock views, and transaction history for a personal finance and investment app.

Financial interfacePreferences · Financial home · Crypto view
SmartFin financial planning and investment app

PROJECT AT A GLANCE

The essentials.

Design scope
Financial interface
Available views
Stock view · Transaction history
Screen focus
Shipped interface
Key flow
Preferences to transaction history
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DESIGN WALKTHROUGH

Preferences, summary and transactions.

Three decisions shape how SmartFin separates setup, summary and records.

01

Financial screen coverage

I split the app into display preferences, a home summary and detailed transaction records.

02

Display preferences

Currency and language are chosen up front, before the user continues into the app.

03

Transaction attributes

Every transaction in history carries the same date, amount and status attributes.

Each of these decisions shipped in SmartFin.

Design
Question

How are account summaries, investment views and transaction records separated?

Design
Scope

I designed these areas of the app:

  • Preferences
  • Financial home
  • Crypto view

Key
decisions

  • Currency and language are set before the user continues.
  • The financial home groups balance and shortcuts.
  • An analytics summary sits on the home view.
  • Transaction history distinguishes records with dates, amounts and status labels.

Information
structure

How the information is layered:

  • Preferences set display choices separately from the financial home.
  • The home summarizes; history exposes individual transaction records.
  • Dates, amounts and statuses repeat as consistent attributes on every record.

High-Fidelity Screens
& Key Flows

Payment-plan introduction — SmartFin screen
Currency and language preferences — SmartFin screen
Financial home — SmartFin screen
Stock portfolio — SmartFin screen
Crypto portfolio — SmartFin screen
Transaction history — SmartFin screen

Payment-plan introduction

Payment-plan introduction screen. Values shown are sample data.

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FROM THE PROJECT FILES

Inside the shipped product

Screens from the shipped product. Values shown are sample data.

Currency and language preferences

Currency and language preferences — SmartFin screen
Currency and language choices appear before the continuation action. View full-size screen

Financial home

Financial home — SmartFin screen
The financial home groups balance, shortcuts and an analytics summary. View full-size screen

Transaction history

Transaction history — SmartFin screen
Transaction entries use dates, amounts and status labels to distinguish records. View full-size screen

What I’d Change
Next

Looking back, I’d carry the selected currency and language visibly through every screen after setup, so the choice made at the start is confirmed throughout the app.