Booker
Personal Financial Assistant
Turn financial anxiety into practical insights.
About the project
Managing personal finances is hard. Users struggle with tracking where their money goes, understanding their actual net worth, and knowing whether they're making good financial decisions.
Booker solves this. It's a mobile app that makes money management simple — intuitive expense tracking, a clear visual overview of your financial health, and an AI assistant that delivers personalized, practical advice.
Timeline
3 months
Role
Product Design, Art Direction
Tools
Figma, Photoshop, After Effects
Process
I followed the industry‑standard Double Diamond framework — ensuring the problem was thoroughly defined before moving into solution design.
Discovery
- Problem analysis
- Defining success metrics
Research
- User research
- Hypothesis formulation
Design
- Product architecture
- Key scenario design
- Interactive prototype
- Component library (UI Kit)
Validation
- Prototype testing
- Analysis & synthesis of results
Problems and Solutions
Problems
- Financial fragmentation & anxiety
- App overload (4-7 different tools)
- No unified view source
- Manual tracking
- Generic advice
Users need 4-7 different apps to manage finances
Survey of 1,200 US adults (25-45) conducted April 2024
J.D. Power Digital Banking Satisfaction Study
73% of millennials experience daily money stress
68% live paycheck to paycheck
Charles Schwab Modern Wealth Survey, 2023
LendingClub Report, 2024
Solutions
- Unified financial command center
- AI-Powered Personalized Guidance
- Real-time Transaction Tracking
- Holistic Net Worth Calculation
- Multi-Currency Support
Prototype
By gamifying finance with XP, tier levels, and visual goal trackers, Booker motivates long-term engagement and positive financial behaviors, turning mundane saving into a rewarding journey.
Booker’s AI assistant, acts as a proactive guide, offering context-aware quick actions like spending summaries and budget checks—shifting the app from a passive tracker to an active financial partner.
Two sides of financial clarity: the Journal captures the daily narrative of your money, and the Finance reveals the bigger picture of your wealth—eliminating the need to toggle between separate tracking and investment apps.
The logo embodies the app's core principle: bringing clarity and order to personal finance.
Let's discuss your project
Tell me about your business and goals. I'll suggest solutions, timelines, and budget. No magic — just transparency and expertise.