Flow cash
Spend, Analyze and Invest
New approach for your Finance
Quick analysis of all expenses, Tips to optimize spending and Set financial goals, save money. All the financial tools for your goals in one place
Business Requirement
Build an app that helps the user track,
analyze and create goals all in one app
Why? (Hypothesis)
It’s easier for the user to track and analyze their spends at one place
Helping them optimizing their spendings
Create financial goals
Helping the users build an habit of investing and saving money
The Strategy Seamless and Effortless
Using a DS model that goes through the SMS/Email for Transactions to automatically add the expenses
No Hassel of adding expenses manually
Grant permission and forget about it
On boarding & Permissions
Giving the right context to the user
Taking permissions upfront and giving a glimpse of the app with stories
Introduction
Knowing Your Expenditure
Building a home screen with the primary focus being on tracking expenses and any related news to the current investment portfolio
The Information hierarchy
Having the expenses at the top with showing how much of the set budget for a month is spent
Spends analysis with breakdowns for each category
Showing Information on current related events based the user preference
Showing any upcoming/pending bill alerts
Curated news section with all the latest news related to current investment portfolio
Tracking bank accounts and Expenses related to it
Tracking spends across categories
Showing spendings in category wise is much more easier for the user to track and navigate through the transactions history this also gives a better sense of where the most amount of money was spent
Setting spending limits
Setting limits on spend category or a merchant is a easier way to tack give the user a sense on the expenses and avoid overspending
Helping the user started with investments
asking a series of questions to better understand the users financial goals
Understanding the users risk apatite
To give better suggestions to the user it’s also important to understand the risk apatite of the user
Helping the user start tracking their portfolio
as most users might already have existing investments it’s important that they are able to track it
