Fundly Case Study

Helping Households Budget Together and Save for Shared Goals

📱 Project Overview

  • Project Type: Personal UX Project

  • Role: UX Designer & Researcher

  • Tools Used: Figma, Notion, Google Forms, Adobe XD

  • Duration: Ongoing

  • Platform: Mobile App + Responsive Website

🧩 Problem Statement

Managing a shared household budget is often disorganized and stressful. Families, roommates, and friend groups lack a unified tool that allows them to track expenses, budget collaboratively, and save together for shared goals—like a vacation, big purchase, or emergency fund. Most existing tools are individual-focused or overly complex.

🎯 Goal

Design an intuitive app and responsive website that helps people:

  • Track household expenses transparently

  • Budget by category (groceries, rent, utilities, etc.)

  • Set shared savings goals

  • See contributions from each member

🧠 Research & Insights

  • Conducted informal interviews with roommates, couples, and families

  • Sent out surveys to understand group budgeting behaviors

  • Common pain points included:

    • Confusion over who paid for what

    • Lack of visibility into group savings

    • Too many disconnected tools (e.g., spreadsheets, Venmo, whiteboards)

👤 Target Users

  • Roommates splitting bills and rent

  • Couples or families saving for a shared goal

  • Friend groups planning vacations or events

Whatever it is, the way you tell your story online can make all the difference.

Make it stand out.

  • Dream it.

    1️⃣ Paper Wireframes

    Sketched ideas for a clean dashboard, category budget view, and goal tracker

    Focused on simplicity and clarity—less clutter, more action-oriented views

  • Build it.

    2️⃣ Digital Wireframes

    Built grayscale layouts to establish visual hierarchy

    Designed screens for:

    Home Dashboard (Overview of expenses + goals)

    Add a Transaction

    Goal Tracker (e.g., “Beach Trip” with progress bar)

    Budget Breakdown by Category

  • Grow it.

    3️⃣ High-Fidelity UI Mockups

    Used a friendly color scheme (greens/blues) to reflect trust and growth

    Designed clear icons, navigation, and status indicators

    Ensured all components worked well for mobile and responsive web

✅ Final Features

  • Dashboard showing total spent, remaining budget, and shared goals

  • Transaction Tracking with category tags and individual contributor visibility

  • Goal Cards for saving together (e.g., “New Couch” or “Italy Trip”)

  • Group Activity Feed to keep users accountable and informed

💡 Reflection & Next Steps

Designing Fundly helped me learn how to simplify complex problems through clean, human-centered design. I focused on creating a product that feels collaborative, not transactional.

Next, I plan to:

  • Conduct usability testing with real users

  • Build out the full responsive web version

  • Add features like bill reminders and split suggestions