I didn’t like any of the finance apps for iPhone. So I designed my own.

Mason Wolters
Aug 11, 2017 · 6 min read

Existing Apps

There is no shortage of expense tracking apps on the App Store. On one side you have apps that connect to your bank account and try to do everything automatically. Mint.com is often the first place people go to try to learn about their finances. These kinds of apps have major pitfalls though. They miscategorize and mislabel transactions so much that it is not an accurate representation of your financial history. This reduces their functionality into a glorified balance viewer.

Core Experience

Starting From Scratch

I decided from the beginning that this was going to be an entirely new kind of finance app.

  • See cash flow
  • Reconcile bank statement

Dashboard

Goal: Show the most relevant information to the user immediately.

No tab bar or hamburger menu to be found!
I can tell you exactly how much I spent at Chipotle in August of 2015 (it’s a lot).

Input Expenses

Goal: Create the easiest and fastest way to enter transactions on the go.

Connect Bank and Reconcile Transactions

I took an entirely different approach to downloading transactions from your bank account. After connecting a bank, transactions from that bank go into a “pending” state where they must be approved before showing up in the main interface. Transactions the user has already inputted manually are matched with the corresponding bank transaction automatically.

Extras

Expanding beyond the core experience, I decided to add some features for fun.

Budgets

While not for everyone, budgeting is very important to some people. By selecting multiple categories, the user can set a budget based on their past six months of spending.

This is my favorite animation by far

Multiple Accounts

I decided it was necessary to have the ability to separate transactions at a higher level than category or tag. Therefore, I designed the ability to have multiple accounts that are “buckets” for transactions. For example, you can separate your personal and business expenses.

Statistics

It always drove me crazy how other apps wouldn’t tell me how much money I’ve spent at Chipotle collectively. So I added that:

Conclusion

The best part about this design study is it’s more than just a design. It’s a real, working app that I’m launching today. I call it Slope and you can download it for iPhone and iPad on the App Store or learn more at slopeapp.com. I would love it if you would try it out and give me some feedback!

Slope Blog

Your finances made beautiful

Mason Wolters

Written by

Just a kid making stuff @slopeapp

Slope Blog

Your finances made beautiful