SIVA
A personal finance web app for analyzing transactions and tracking progress towards savings goals.
ROLE
Designer & Developer
RESPONSIBILITIES
UI/UX Design, Full-Stack Development
TIMELINE
Two weeks (Summer 2022)
A better way to manage your finances
For many people, managing finances is challenging. And with more than 50% of Americans living paycheck-to-paycheck, there is an urgent need for solutions that give people clarity over what they spend and save.
Across the board, banking solutions lack robust tools for creating and tracking progress towards savings goals. Users with banks that offer only a single checking and savings account have difficulty organizing expenses by category and contributing money to short- or long-term goals.
For my capstone project at Flatiron School, I set out to design and build an intuitive, robust, and beautiful all-in-one banking solution.
To spend or to save?
Banking solutions can be incredibly complex. To simplify this project, I prioritized two key aspects of banking: (i) saving and (ii) spending.
Though people often treat them as forces of opposition, saving and spending are deeply interwoven. For instance, people must limit spending in order to save.
In thinking about how users manage their finances, I identified savings goals as important. Savings goals make big dreams more tangible and achievable. They help encourage users to limit spending in order to focus on what matters most. For SIVA, I wanted to enhance the savings experience by building features that prioritize goal setting.
Reach your savings goals with milestones
Milestones are the core of SIVA and allow users to create and track progress towards savings goals. With customizable goal cards, users are able to track their progress in any way they want—big or small.
HIGHLIGHTS
• Fully customizable goal cards.
• Progress bars fill as money is saved.
• Chart visualizes milestones in relation to one another.
• Sorted by milestone target date.
Keep track of what you spend & where you spend it
The spending dashboard allows users to create, categorize, and track transactions. It enables users to glean information about what they spend, where they spend it, and what expenses compose the majority of their budget.
HIGHLIGHTS
• Familiar table format for transactions.
• Chart visualizes spend per category.
• Transactions sorted by recency.
• Easily add or remove a transaction.
Welcome home
The home tab welcomes the user to SIVA at login and aims to provide quick access to the most important information, like a featured milestone and spending insights.
FEATURED MILESTONE
• Displays savings goal with nearest target date.
• Next step: allow users to choose which milestone to pin to the home tab.
SPENDING INSIGHTS
• Quick statistics, like most recent transaction and highest-spend category.
• Next step: allow customization of insights or replace with more time-sensitive notifications.
Customize your settings
The settings tab houses account details, statistics, and general information about SIVA. In future iterations of SIVA, this tab will be enhanced with more in-depth statistics and customization options.
Next steps
USER AUTHENTICATION
User authentication would make it possible for real users to create accounts and save their information. This is a table-stakes feature that is necessary to implement before a public release; thus, it is top priority.
PLAID INTEGRATION
Banking solutions are only as good as the data that power them. Plaid is an API that enables users to access their bank data from other apps. By integrating Plaid into SIVA, users could automatically track their transactions and savings—no manual input required.
Conclusion
SIVA was built to enable users to create and track progress towards savings goals. It employs an intuitive, simple set of features and a minimal, user-centric design to empower users to spend and save with ease.
Designed and developed over two weeks in summer 2022, this version of SIVA represents the first implementation of an overarching vision to provide a unified and elegant banking solution to users everywhere.
Copyright © 2024 Jared Shelby. All rights reserved.
SIVA
A personal finance web app for analyzing transactions and tracking progress towards savings goals.
ROLE
Designer & Developer
RESPONSIBILITIES
UI/UX Design, Full-Stack Development
TIMELINE
Two weeks (Summer 2022)
A better way to manage your finances
For many people, managing finances is challenging. And with more than 50% of Americans living paycheck-to-paycheck, there is an urgent need for solutions that give people clarity over what they spend and save.
Across the board, banking solutions lack robust tools for creating and tracking progress towards savings goals. Users with banks that offer only a single checking and savings account have difficulty organizing expenses by category and contributing money to short- or long-term goals.
For my capstone project at Flatiron School, I set out to design and build an intuitive, robust, and beautiful all-in-one banking solution.
To spend or to save?
Banking solutions can be incredibly complex. To simplify this project, I prioritized two key aspects of banking: (i) saving and (ii) spending.
Though people often treat them as forces of opposition, saving and spending are deeply interwoven. For instance, people must limit spending in order to save.
In thinking about how users manage their finances, I identified savings goals as important. Savings goals make big dreams more tangible and achievable. They help encourage users to limit spending in order to focus on what matters most. For SIVA, I wanted to enhance the savings experience by building features that prioritize goal setting.
Reach your savings goals with milestones
Milestones are the core of SIVA and allow users to create and track progress towards savings goals. With customizable goal cards, users are able to track their progress in any way they want—big or small.
HIGHLIGHTS
• Fully customizable goal cards.
• Progress bars fill as money is saved.
• Chart visualizes milestones in relation to one another.
• Sorted by milestone target date.
Keep track of what you spend & where you spend it
The spending dashboard allows users to create, categorize, and track transactions. It enables users to glean information about what they spend, where they spend it, and what expenses compose the majority of their budget.
HIGHLIGHTS
• Familiar table format for transactions.
• Chart visualizes spend per category.
• Transactions sorted by recency.
• Easily add or remove a transaction.
Welcome home
The home tab welcomes the user to SIVA at login and aims to provide quick access to the most important information, like a featured milestone and spending insights.
FEATURED MILESTONE
• Displays savings goal with nearest target date.
• Next step: allow users to choose which milestone to pin to the home tab.
SPENDING INSIGHTS
• Quick statistics, like most recent transaction and highest-spend category.
• Next step: allow customization of insights or replace with more time-sensitive notifications.
Customize your settings
The settings tab houses account details, statistics, and general information about SIVA. In future iterations of SIVA, this tab will be enhanced with more in-depth statistics and customization options.
Next steps
USER AUTHENTICATION
User authentication would make it possible for real users to create accounts and save their information. This is a table-stakes feature that is necessary to implement before a public release; thus, it is top priority.
PLAID INTEGRATION
Banking solutions are only as good as the data that power them. Plaid is an API that enables users to access their bank data from other apps. By integrating Plaid into SIVA, users could automatically track their transactions and savings—no manual input required.
Conclusion
SIVA was built to enable users to create and track progress towards savings goals. It employs an intuitive, simple set of features and a minimal, user-centric design to empower users to spend and save with ease.
Designed and developed over two weeks in summer 2022, this version of SIVA represents the first implementation of an overarching vision to provide a unified and elegant banking solution to users everywhere.
Copyright © 2024 Jared Shelby. All rights reserved.
SIVA
A personal finance web app for analyzing transactions and tracking progress towards savings goals.
ROLE
Designer & Developer
RESPONSIBILITIES
UI/UX Design, Full-Stack Development
TIMELINE
Two weeks (Summer 2022)
A better way to manage your finances
For many people, managing finances is challenging. And with more than 50% of Americans living paycheck-to-paycheck, there is an urgent need for solutions that give people clarity over what they spend and save.
Across the board, banking solutions lack robust tools for creating and tracking progress towards savings goals. Users with banks that offer only a single checking and savings account have difficulty organizing expenses by category and contributing money to short- or long-term goals.
For my capstone project at Flatiron School, I set out to design and build an intuitive, robust, and beautiful all-in-one banking solution.
To spend or to save?
Banking solutions can be incredibly complex. To simplify this project, I prioritized two key aspects of banking: (i) saving and (ii) spending.
Though people often treat them as forces of opposition, saving and spending are deeply interwoven. For instance, people must limit spending in order to save.
In thinking about how users manage their finances, I identified savings goals as important. Savings goals make big dreams more tangible and achievable. They help encourage users to limit spending in order to focus on what matters most. For SIVA, I wanted to enhance the savings experience by building features that prioritize goal setting.
Reach your savings goals with milestones
Milestones are the core of SIVA and allow users to create and track progress towards savings goals. With customizable goal cards, users are able to track their progress in any way they want—big or small.
HIGHLIGHTS
• Fully customizable goal cards.
• Progress bars fill as money is saved.
• Chart visualizes milestones in relation to one another.
• Sorted by milestone target date.
Keep track of what you spend & where you spend it
The spending dashboard allows users to create, categorize, and track transactions. It enables users to glean information about what they spend, where they spend it, and what expenses compose the majority of their budget.
HIGHLIGHTS
• Familiar table format for transactions.
• Chart visualizes spend per category.
• Transactions sorted by recency.
• Easily add or remove a transaction.
Welcome home
The home tab welcomes the user to SIVA at login and aims to provide quick access to the most important information, like a featured milestone and spending insights.
FEATURED MILESTONE
• Displays savings goal with nearest target date.
• Next step: allow users to choose which milestone to pin to the home tab.
SPENDING INSIGHTS
• Quick statistics, like most recent transaction and highest-spend category.
• Next step: allow customization of insights or replace with more time-sensitive notifications.
Customize your settings
The settings tab houses account details, statistics, and general information about SIVA. In future iterations of SIVA, this tab will be enhanced with more in-depth statistics and customization options.
Next steps
USER AUTHENTICATION
User authentication would make it possible for real users to create accounts and save their information. This is a table-stakes feature that is necessary to implement before a public release; thus, it is top priority.
PLAID INTEGRATION
Banking solutions are only as good as the data that power them. Plaid is an API that enables users to access their bank data from other apps. By integrating Plaid into SIVA, users could automatically track their transactions and savings—no manual input required.
Conclusion
SIVA was built to enable users to create and track progress towards savings goals. It employs an intuitive, simple set of features and a minimal, user-centric design to empower users to spend and save with ease.
Designed and developed over two weeks in summer 2022, this version of SIVA represents the first implementation of an overarching vision to provide a unified and elegant banking solution to users everywhere.
Copyright © 2024 Jared Shelby. All rights reserved.