BACK TO PORTFOLIOcase study · myzola
[ 00 ]PRODUCT · FLUTTER·2022—24

money shouldn't feel like homework

MyZola — personal
finance management.

A comprehensive personal finance app for tracking expenses, savings goals, and clarity — built so people who aren't “finance people” still feel in control.

EXPENSES · GOALS · INSIGHTSMOBILE-FIRST UX
save smarter,
stress less ✿
MyZola personal finance app — product preview
scroll for the messy truth →
[ 01 ]ABOUT THE PROJECT

MyZola is a personal finance management app that helps users track expenses, set savings goals, and understand financial health — especially for people who find traditional budgeting intimidating.

// THE PROBLEM

Money stress, messy tools.

Many people struggle with overspending, weak savings habits, and stress. Existing tools feel complicated or impersonal — so users bounce instead of building habits.

  • ~complex flows
  • ~no personalization
  • ~unclear next steps
// THE GOAL

Effortless clarity.

Design an intuitive experience for tracking spending, hitting savings goals, and receiving personalized insights — without needing a finance degree.

  • ~friendly defaults
  • ~progress you can see
  • ~guidance, not guilt
[ 02 ]RESEARCH
questions before pixels ✿

Listening before designing.

RESEARCH GOALS
01

Understand the challenges individuals face in managing personal finances.

02

Identify user preferences for financial management tools and features.

03

Explore ways to personalize the experience based on financial behavior.

TARGET AUDIENCE

Young professionals, freelancers with irregular income, people saving for big life moments, and anyone who wants calmer money habits — without a spreadsheet meltdown.

RESEARCH QUESTIONS
  1. 1What are the most common challenges users face when tracking their spending?
  2. 2How do users currently set savings goals, and what barriers exist?
  3. 3What financial features do users want that are not available in existing tools?
  4. 4How can MyZola help users feel more in control of their finances?
  5. 5What motivates users to save more and reduce unnecessary spending?

↓ answers shaped every screen ↓

[ 03 ]PERSONA
meet jane — our north star user

Jane Doe.

MYZOLA RECEIPT#028 — PERSONA
Jane Doe — persona portrait

jane · freelancer ✿

nameJane Doe
age28
roleFreelancer
statusSingle

“I need an easy way to manage my finances and ensure I'm saving for the future.”

CHARACTER TRAITS
Goal-orientedTech-savvyFinancially consciousIndependentTime-pressed
BIO

Jane is a freelancer juggling irregular income and expenses. She wants to save for big goals but finds classic budgeting workflows heavy — she needs clarity that fits a chaotic calendar.

MOTIVATIONS
Financial Independence95%
Saving for Big Life Events90%
Ease of Use85%
Personalized Insights80%
FRUSTRATIONS
  • ×Complexity of existing financial tools.
  • ×Difficulty tracking irregular income.
  • ×Lack of personalized savings advice.
  • ×Unclear how to optimize everyday spending.
[ 04 ]REQUIREMENTS & DESIGN

scope that respects real life ✿

PRODUCT REQUIREMENTS
  • Simple, intuitive expense tracking.
  • Personalized savings recommendations.
  • Goal setting with automated progress tracking.
  • Clear visualizations of financial health and trends.
FUNCTIONAL·must ship
  1. 01Automated expense categorization.
  2. 02Savings goal tracking with progress notifications.
  3. 03Personalized financial insights and advice.
  4. 04Secure user data handling and integration with bank accounts.
NON-FUNCTIONAL·trust + speed
  1. 01User-friendly interface for seamless interaction.
  2. 02Fast and responsive app performance.
  3. 03Mobile-first design optimized for different devices.
  4. 04Strict adherence to privacy standards and regulations.
DESIGN CONSIDERATIONSfour guardrails ↴
1

Easy-to-understand financial dashboards for quick overviews.

2

Visual cues for users to stay on track with savings goals.

3

Conversational UI for guiding users through their financial journey.

4

Integration with banks and payment apps for automatic updates.

[ 05 ]PROTOTYPES
from messy sketches → crisp flows

Two passes. Same obsession with clarity.

High-fidelity explorations for the mobile experience first, then expanded UI coverage across the full web product surface.

PROTOTYPE 01

Mobile — high-fidelity UI mockups

FIGMA
MyZola mobile prototype screens
PROTOTYPE 02

Web — high-fidelity UI mockups

FIGMA
MyZola web prototype screens
// SEE THE FULL FILE
Mobile, web — all of it lives in Figma.
clarity beats clutter — peek at the real layers ✿