Smart Budget Planner
Introducing a smart, flexible budgeting flow for personalized budgets with minimal effort and maximum clarity
TLDR
Bloom is an all-in-one financial app designed to help users manage their money with confidence. To build long-term financial habits and drive engagement, we introduced the new Budgeting Feature - an intelligent tool that empowers user to create simple, personalized budgets aligned with their real-life financial cycles and spending goals.
As a UX designer, I drove the end-to-end design of the feature, from strategy through component development and testing, which delivering higher app / user satisfaction and engagement.
THE PROBLEM 😐
The original app offered strong data insights, automatic spending categorization, and a basic budgeting feature. However, the budgeting experience lacked depth and flexibility, making it insufficient to drive daily user engagement or long-term retention.
USERS NEED
Through research, interviews with our target users, we uncovered a clear gap: user need a budgeting tools that align with their real-life financial cycles, like bi-weekly pay schedules or irregular incomes. Without that alignment, the feature struggled to support long-term retention and meaningful daily use.
SOLUTION 💡
Introducing a flexible, intuitive budgeting experience that adapts to real-life financial rhythms. With multiple budget types and customizable cycles, users can create budgets that reflect how they actually earn and spend. Making budgeting more relevant, actionable, and engaging for the long term.
