We are based in
Lancaster, PA and
work remotely.

LANCASTER
12:00:00 PM
GMT−4 · EDT

We are based in
Lancaster, PA and
work remotely.

LANCASTER
12:00:00 PM
GMT−4 · EDT

We are based in
Lancaster, PA and
work remotely.

LANCASTER
12:00:00 PM
GMT−4 · EDT

We are based in
Lancaster, PA and
work remotely.

LANCASTER
12:00:00 PM
GMT−4 · EDT

Piggybooks

Financial App Concept

An all-in-one personal finance app concept that makes managing money simpler. Budgeting, banking, payments, credit, and investments come together in one clear, easy-to-navigate platform.

Client

Piggybooks

Deliverables

Mobile App

Services

UI/UX Design

User Research

Prototyping

Design System

Piggybooks

Financial App Concept

An all-in-one personal finance app concept that makes managing money simpler. Budgeting, banking, payments, credit, and investments come together in one clear, easy-to-navigate platform.

Client

Piggybooks

Deliverables

Mobile App

Services

UI/UX Design

User Research

Prototyping

Design System

Piggybooks

Financial App Concept

An all-in-one personal finance app concept that makes managing money simpler. Budgeting, banking, payments, credit, and investments come together in one clear, easy-to-navigate platform.

Client

Piggybooks

Deliverables

Mobile App

Services

UI/UX Design

User Research

Prototyping

Design System

The challenge

Create an app that handles every aspect of banking and stock trading in as few screens as possible.

The solution

A tab system, paired with data that automatically organizes itself in a consistent, predictable order.

The outcome

Users can switch between categories and data without moving through multiple screens, which makes the app much easier to navigate.

The challenge

Create an app that handles every aspect of banking and stock trading in as few screens as possible.

The solution

A tab system, paired with data that automatically organizes itself in a consistent, predictable order.

The outcome

Users can switch between categories and data without moving through multiple screens, which makes the app much easier to navigate.

The challenge

Create an app that handles every aspect of banking and stock trading in as few screens as possible.

The solution

A tab system, paired with data that automatically organizes itself in a consistent, predictable order.

The outcome

Users can switch between categories and data without moving through multiple screens, which makes the app much easier to navigate.

Project constraints

01

Data Size

Data had to be presented so the most important information showed at the surface, while additional details stayed accessible at deeper levels.

01

Data Size

Data had to be presented so the most important information showed at the surface, while additional details stayed accessible at deeper levels.

02

Charts

Charts had to appear on every main screen.

02

Charts

Charts had to appear on every main screen.

03

Color

Color had to be aesthetically pleasing and serve a clear function.

03

Color

Color had to be aesthetically pleasing and serve a clear function.

04

Layers

Every data point needed a way to open additional details and a full breakdown.

04

Layers

Every data point needed a way to open additional details and a full breakdown.

Design decisions

01

Tabs & Dropdowns

Separating data into organized sections puts the most important information right at the surface.

01

Tabs & Dropdowns

Separating data into organized sections puts the most important information right at the surface.

02

Hierarchy

Charts sit at the top of each screen, so the most important data is quick and easy to see without scrolling.

02

Hierarchy

Charts sit at the top of each screen, so the most important data is quick and easy to see without scrolling.

03

Color Code

Red and green work alongside the official Piggybooks blue, making negative and positive values easy to read at a glance.

03

Color Code

Red and green work alongside the official Piggybooks blue, making negative and positive values easy to read at a glance.

04

Subcategories

Every data point can be tapped for a detailed breakdown of the numbers.

04

Subcategories

Every data point can be tapped for a detailed breakdown of the numbers.

01

Site Map

This site map shows the app’s main pages. From each one, users can drill into more detailed information, such as how much they spent at a specific store.

Login Screen
BudgetTrack & Plan
  • Allocated BudgetMonthly overview by category
  • CategoriesView spending by category
  • GoalsTrack savings and goals
  • SubscriptionsManage recurring payments
AccountsManage Money
  • All AccountsOverview of all accounts
  • Account DetailsBalance, performance & transactions
  • TransactionsView recent transactions
  • CardsManage linked cards
StocksInvest & Grow
  • PortfolioOverview of investments
  • WatchlistTrack favorite stocks
  • Stock DetailsPerformance, news & key data
  • NewsMarket news & updates
Transfer / PayMove Money
  • Send MoneySend to contacts or accounts
  • Request MoneyRequest from friends or family
  • Pay BillsPay and manage bills
  • ActivityView transfer history
LearnFinancial Education
  • ArticlesFinancial tips and guides
  • VideosWatch and learn
  • GlossaryFinancial terms explained
ProfileSettings & Support
  • ProfilePersonal info and preferences
  • SettingsApp settings and notifications
  • Help CenterSupport and FAQs
  • Log OutSign out of Piggybooks
Budget
Accounts
Stocks
Transfer/Pay
Learn

02

User Needs

In interviews with potential users, we identified four common themes. They shaped the design and clarified what users needed and wanted.

Need a quick overview

Users want a fast, at-a-glance summary of their money: what’s left, what’s spent, and where.

“I just want to open the app and immediately know if I’m on track this month.”

Tracking is time-consuming

Manually entering data and categorizing expenses are slow and error-prone.

“I get lazy logging things manually, then the numbers don’t feel accurate.”

Too many apps, not enough connection

Users juggle banking, investing, credit cards, and payments across different apps.

“I wish I could see my bank accounts, credit cards, and investments in one place.”

Goals drive better decisions

Clear goals and visible progress motivate users to save and spend intentionally.

“Seeing progress toward my goals keeps me motivated to stay on budget.”

Explore the prototype

Tap through the app to see how it works. Only some areas are clickable. If you tap somewhere that isn’t, the clickable spots will flash.

01

Budget

Start on the Budget screen. Tap PPL Electric to see every charge from that bill.

02

Auto & Transport

Go back and tap Auto & Transport to see its subcategories, then tap Sheetz.

03

Accounts

Open Accounts from the bottom bar, then switch the chart’s timeframe.

04

Cards

Tap a card to expand its details. Tap it again to collapse it.

05

Stocks

Open Stocks from the bottom bar and change the chart’s timeframe.

06

GameStop

Tap GameStop to open that company’s detail view.

Realistic renders

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