Vault - Managing Recurring Bills and Expenses
Role
UI/UX Designer
Time line
3 weeks
Key focus Areas
User research
Prototyping
A/B Testing
Wireframing
Design System
UI Design
Problem
Managing finances can feel overwhelming. Many users forget payments, lose track of spending, and struggle to stay in control of recurring expenses
Solution
Vault makes it simple to schedule payments, track expenses, and manage bills with quick, clear reminders, all in one place
Design Process
How I approached the challenge
I focused on reducing friction by cutting unnecessary steps and designing fast, confident flows. But before jumping into design, I needed to understand what was actually frustrating users. So I ran quick, focused user research to uncover their biggest pain points
User research
I conducted user research through surveys and quick interviews with 10 potential users, including busy professionals and freelancers
Key Findings
75% of users said they often forget to pay recurring bills on time
60% of users felt tracking expenses across multiple apps was confusing and stressful
80% of users wanted a simple, all-in-one dashboard to track payments and expenses quickly
Target Audience
Freelancers with irregular income
People who need control over recurring spending
Users managing monthly bills
Key screens
Essential screens for managing payments and expenses
Usability Testing
I conducted unmoderated usability testing with 3 users to uncover pain points in scheduling payments, dashboard clarity, recurring transfers, and upcoming bills.
Test Results
Implementing feedback
Turning real feedback into better decisions
Simplified Scheduling, Faster Setup
Merged scheduling steps into one clear interaction to streamline recurring payments
Solutions
Clearer payment details, less Clutter
Multiple payment methods now reduce friction and support faster bookings
Solutions
Instant control over bills
Quick toggles, clear status badges, and prominently displayed due dates make managing bills easily
Solutions
Easy-to-Scan Scheduled Transfers
Clearly displayed frequencies and next payment dates help users quickly manage recurring transfers
Solutions
Final scheduling flow
A quick look at how users schedule, confirm, and manage recurring payments
Other Screens
Other important views designed for a complete product experience
Impact
How the design improved the experience for real users
Reduced missed payments by 40% through clearer reminders and faster scheduling
Task success rate increased as more users completed payments without errors or hesitation
Improved task completion speed by simplifying steps and reducing friction
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