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Wealthnote
Project type
UI/UX product design
Timeline
14 April 2025 - 29 April 2025
Location
Germany (senftenberg)
Role
UX Researcher, UX/UI design and Brand designer- My responsibilities included all phases of the project, from initial planning to the ideation, designing and final outcome as well as conclusion.
Overview
The brief recommends developing a mobile application that facilitates accessibility and money management. As a result, I have investigated several approaches to using an app to address the idea of "financial management".
Challenge
How can we encourage millennials and boomers to abandon spreadsheet finance tracking in favour of an app-based, simple finance documentation method?
Solution
According to the research, an app that improves millennials' and boomers' financial control through automated transaction tracking, budgeting, debt management, transparent reporting, and user-friendly design should be considered.
WealthNote, a budgeting app built by millennials, for millennials. WealthNote is more than simply a budgeting tool; it was created in response to the difficulty of trying to make sense of personal finance in a world that may feel financially overwhelming. It's your wise, helpful partner on the path to a secure and rewarding financial future.








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