Budget Starter App

Preview of Budget Starter App on iPhone.

First-time budgeters easily learn how to think in terms of a budget using a mobile application.

Try It

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Project Details

Project Role & Goal

During the Budget Buddy project I was the User Researcher and the UX Designer. Budget Buddy is a mobile application to teach time first-time budgeters about creating and sticking with a budget. It is not a financial management application such as Quicken or Mint. Its scope is purposely limited to be easy.

Target Audience

Budget Buddy’s primary audience is young adults and young professionals who have never used a budget before and want to learn budget concepts.

Key Challenges

The key challenges were to limit the features to just those features which will educate first-time budgeters about budget concepts. Features were often requested which fall outside of the simple scope. Such features will be considered for later addition.


I conducted remote and in-person interviews for a wide range of ages. Participants ranged from early twenties to late fifties. I asked the participants to use the think aloud method as they completed key tasks and explained what they thought to be each screen’s purpose.

Usability Testing

Usability testing data was recorded in a spreadsheet for each of the participants and in affinity diagrams. Two of the users self-reported being dyslexic readers. The dyslexic users found the application easy to scan and read. All participants’ feedback were taken into consideration for a second round of wireframes.


Budget Buddy’s future depends on the signups using its service. Future feature releases will be considered from the perspective of learning about budget concepts. Features which align more closely to financial management will probably be ignored as that doesn’t align with Budget Buddy’s mission.

Target Audience

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Initial Design Concepts

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Usability Testing

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Try It

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UX Skills

  • Accessible Content Development
  • Information Architecture
  • User Research

Design Skills

  • Accessible & Inclusive Design
  • Creative Cloud
  • Figma
  • Graphic Design

Technical Skills

  • Accessible Markup
  • Bootstrap
  • GitHub

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