Chase Budget Redesign

Class Project

Problem: Chase banking users often used the app to check and pay their balances. When asked about their spending, there was a common theme to spend less despite Chase having financial tools. Thus we thought Chase app users need an easier way to better manage and watch their expenses.

Solution: We decided to create a budgeting feature where users can set and overview monthly spending limits based on certain categories and get notified when they are nearing their limit. As a core feature it promotes existing financial features and gives users more control over their spending.

Outcome: As a class project we completed a Figma prototype and presented it to class. Chase would later include a spending segment in their ‘Daily Snapshot’ summary. Although it implemented categories like we did, the fact that it was only a summary and not interactive still gives merit to our work.

Our Process

1. Research (Chase app and Competitive Analysis)

2. Interview (mobile bank students)

3. Personas

4. Brainstorm and UX Flow

5. Create lo-fi (A/B paper prototypes)

6. User Test (mobile bank students)

7. Create hi-fi (Figma interactive prototype)

8. User Test (mobile bank students)

9. Final Presentation

My Roles

UX Designer

• Conducted participant interviews and Chase research

• Designed and Simulated Paper Prototype B

• Created the Stylesheet in Figma

• Conformed the final prototype visuals with Chase mobile layout