Wallet is a mobile financial application that uses AI to help users manage spending, savings, and investments. It offers personalized insights, budgeting tools, and predictive forecasting. The goal was to make financial decisions simpler and more proactive rather than reactive.
Key features:
Expense tracking & categorization
AI-powered suggestions & alerts
Forecasting of cash flow & trends
Intuitive UI/UX optimized for mobile
Many users struggle to get clarity on where their money goes each month.
Traditional banking apps show raw transactions; they rarely guide users.
Users fear overspending or running out of funds before payday.
Financial planning tools are often too complex or geared toward experts.
There’s a gap: an app that both simplifies and empowers financial awareness for average users.
Wallet bridges that gap by combining clarity, automation, and intelligent advice:
Automatic categorization of expenses, so users don’t manually tag each transaction.
AI-driven insights: e.g. “Your food expenses rose 15% this week,” or “You can save ₹2,000 if you reduce this subscription.”
Forecasting engine: projects cash flow over coming weeks/months, flags potential shortfalls.
Intuitive dashboards: visual graphs, clean layout, minimal friction in navigation.
Alerts & nudges: gentle reminders to adjust spending before issues emerge.
In the design process:
Conducted user research to learn pain points.
Sketched flows & wireframes for core tasks (tracking, forecasting, alerts).
Iterated UI screens in Figma, tested prototypes with users.
Polished UI for accessibility, consistency, readability.
Users gain visibility over their spending habits.
They receive actionable suggestions, not just data.
Potential to reduce overdraws, missed payments, financial stress.
With forecasting, users can plan ahead (e.g. cut non-essentials before month end).
As a portfolio case, the app demonstrates your skills in AI integration, UX flows, data design, and complex domain handling.
If live or tested:
Track % of users who improved savings/expenses after 3 months.
Measure reduction in “financial surprises” (negative balances, spikes).
Get qualitative feedback: “I didn’t know I was overspending until the app alerted me.”
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