SubTracker

A web-to-mobile subscription management app

Role:

UX/UI Designer

Background

Timeline:

July 2024 - August 2024

Tools:

Figma, Miro

Industry:

Personal finance

The problem

Keeping up with all of the recurring products and services we pay for each month is overwhelming. Forgetting to cancel a free trial or accidentally subscribing to the same service twice can lead to unexpected bills.

The solution

Let’s help people track and manage their subscriptions so they don’t have to. Transforming SubTracker’s desktop platform to mobile will allow users to check their finances on the go with the click of a button.

Discovery

I began by using the company’s goals to form my guiding research questions.

Heuristic evaluation

Carrying out an evaluation based on Nielsen’s 10 heuristic principles helped familiarize me with the problem space of personal finance products. I explored 3 popular finance apps to understand their strengths and weaknesses based on my guiding research questions.

Consolidating all that I learned, I summarized my findings into a written report which answered the proposed research questions and outlined best practices:

Displaying information

  • Charts and graphs use screen space more efficiently while maintaining a minimalist aesthetic

  • Good spacing and containers make dense info more legible

  • Consistent colors and sensical icons reduce cognitive load

Unsubscribe

  • Unsubscribing from a service via a third party platform saves the user time and frustration

  • Adds value to the third party platform

Notifications

  • Setting clear expectations through appropriate copy increases users’ understanding

  • Letting users choose when and how to receive notifications gives them a sense of control

Design

User flows

I drafted 3 user flows, 1 for each of the product’s goals. These were Onboarding, Set Notifications, and Unsubscribe. Based on what I learned from the heuristic analysis, I made sure to:

  • Provide multiple options for setting up a comprehensive dashboard

  • Limit the number of steps in the unsubscribe flow so that using our service is easier than the alternative

Style Guide

Before transforming my flows into frames, I created a basic design system to guide my designs. The company wanted SubTracker to come off as a trustworthy, caring friend who is helping you save money.

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