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.

Process

I structured the project using the Double Diamond framework, combining market and competitive research with hypothesis-driven design and iterative self-critique at each stage.

Sprint 1

Discovery

  • Problem analysis
  • Defining success metrics
Sprint 2

Research

  • Market & competitive research
  • Hypothesis formulation
Sprint 3

Design

  • Product architecture
  • Key scenario design
  • Interactive prototype
  • Component library (UI Kit)
Sprint 4

Validation

  • Heuristic evaluation
  • Iteration against original goals

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 talk

Open to collaborations and new projects.
Reach out if you're building something real.