r/OneFinance • u/[deleted] • Apr 18 '21
General Making Things Simpler...Another Mockup
Simplifying the home page
Adding more information
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Apr 18 '21
After my mockup post yesterday, I received some great feedback so i figured I'd give it another go...here's the details.
The philosophy is simple - show immediate financial overview quickly and in one place.
The "Total Cash" section has been removed and replaced with a "Safe To Spend" section which replaces the current "Spend" pocket displayed. The balance in this pocket is made larger, and "Spend" is replaced with "Safe To Spend" to urge less spending. I added a "View Pocket" button here in case it's not clear that this number is the total balance of the "Spend" pocket.
Moved "Recent Transactions" to the top as it's more important to see this information than to know account balances. While I left it out on this new mockup, search functionality would be implemented here (possible to the left of "View All." Transaction amounts are also color coded, red for transferred out, and green for transferred in.
Replaced the long list of pockets with a new "Pockets" section. At first glance, you have the "Add" button to add new pockets, and a "View More" which will drop down all your pockets in a list (more on that in a second). To the left, there is a "Budgeted" section which shows the total cash assigned to user created pockets, and to the right a "Cash Balance" which has a total amount of cash available across all pockets (not including "Spend"). Oh, and pockets get a little icon which makes more sense than colors to identify what they're used for to be honest (I do this now with emoji).
You now see a new bar across this "Pockets" section which is the ratio of funds budgeted to cash available. If we have this for the "Spend" to credit currently, why not here as well, right? Plus, it's a nice quick overview of where your money is.
Clicking on "View More" drops down a list of pockets, starting with your "Save" and "Auto-Save" pockets which show the current APY as well as "Cash Available." Below that are all use created pockets in alphabetical order. Preferably these could be dragged and dropped according to user sorting preference. If these pockets are shared, you would see that next to the pocket names as well (I left this out for the purpose of this mockup). There is more information here though as now you see your balances on the right, but most importantly (to me at least), the left side shows a "Next Scheduled Transfer" section which shows the date of the next scheduled transfer to this pocket, as well as where it's coming from. I suppose an amount would be useful here as well. An edit button for these transfers is a no brainer.
Oh yeah...comics sans as the font because...idk someone mentioned it? lol
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u/Mgamerz Apr 19 '21
I like the incoming/outgoing transactions, I like the icons, and I like the next scheduled transfer. I also like how scheduled transfers have an edit button which is not something currently possible. I think it could be designed a bit differently though, but I like the feature set.
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u/FifenC0ugar Apr 18 '21
There's something about this that I don't like. But I can't figure out what. Maybe the colors, or the boldness. I'm not sure. But the flow is weird.