Portfolio / Mobile Apps / Finance & Productivity App
Finance & Productivity App
A personal money-and-tasks companion with insights that respect attention.
Selected concept work demonstrating the types of digital experiences we can plan and build. Final strategy, design, features, scope, timeline, and pricing are tailored to each client.
The business problem
People bounce between banking apps and to-do lists; neither shows the week's money and commitments together.
Proposed solution
Unified weekly view of spending, bills, and priorities, with smart categorization, alerts, and a focused daily plan.
Key features
✓ Spend categorization
✓ Bill reminders
✓ Weekly money view
✓ Daily focus list
✓ Alerts & insights
✓ Secure sync
User journey
- 1Connects accounts
- 2Reviews the weekly view
- 3Acts on one insight
- 4Clears the daily focus list
Admin & operations
- • Insight rules manager
- • Cohort analytics
- • Content pushes
Technology approach
Suggested development phases
Phase 1 — Track
Categorization + weekly view.
Phase 2 — Guide
Insights, bills, focus list.
Phase 3 — Deepen
Goals + premium tier.
Every element above can be customized — pricing is confirmed after scope review.
Like this direction?
Our consultant can review your goals, identify the right first phase, and prepare a tailored scope, timeline, and pricing plan. No payment required · human review · start with a manageable first phase.