01
Mobile product surface for daily balance, transfers, cards, and quick actions
WorkCashPocket
Fintech · Consumer product UI2025
CashPocket
A calm personal-finance product interface across mobile and web — balance, transfers, cards, budgets, and spending clarity.
- Project
- Product build
- Year
- 2025
- Focus
- Fintech · Consumer product UI
Overview
What this project set out to solve
CashPocket is a personal-finance product UI designed to feel trustworthy in the first few taps. The work focused on clarity in the core money flows — balance, activity, transfers, cards, and budgets — across a mobile surface and a responsive web companion. A public source repository is not currently listed; the case study is based on the shipped product screens shown here.
Our role: Product design and front-end delivery for the mobile and web product surfaces shown in the gallery.
Business challenge
The operational problem we designed around
Early personal-finance interfaces often bury the next action. Users hunt for balance, struggle to trust transfer confirmation states, and lose spending context between mobile and desktop.
Design and deliver a coherent product UI where balance, transfers, cards, and spending review feel obvious — mobile-first, with a matching web overview for deeper review.
Hard parts of the problem
- 01Making transfers feel fast without sacrificing confirmation and trust cues
- 02Keeping navigation calm while covering balance, activity, cards, and budgets
- 03Shipping a coherent experience across mobile and web without two disconnected products
Solution
How the product solves it
We designed CashPocket around a small set of core actions — balance, activity, transfers, and cards — with clear confirmation patterns, budget progress, savings goals, and a responsive web overview that mirrors the mobile experience.
- 01Simplified the home experience around balance, recent activity, and next actions
- 02Designed send-money and cards flows with clear confirmation states
- 03Added budgets, category spending, and savings-goal progress for review
- 04Delivered a responsive web companion for deeper desktop review
Architecture
How the system fits together
02
Responsive web overview for spending, budgets, and account review
03
Shared information architecture so mobile and web stay coherent
04
Payment-ready UI patterns for add-money and send-money flows
Technology stack
Tools chosen for the problem
React Native
Next.js
TypeScript
Tailwind CSS
Screenshots
Selected frames from the product
Development process
How the build moved forward
- 01
Mapped the core money journeys — home, send, cards, budgets, and goals
- 02
Designed navigation and confirmation states for financial trust
- 03
Built matching mobile and web layouts from the same product model
- 04
Polished screens for clarity, hierarchy, and confirmation feedback
Lessons learned
What this build taught us
- 01In fintech UX, confirmation and trust cues matter as much as speed
- 02A shared information architecture keeps mobile and web coherent
- 03Calm navigation beats feature density when users are moving money
Work shown is product and systems engineering — outcomes vary by scope and constraints.
Strategy
Want a build like CashPocket for your workflow?
Share the bottleneck in your business. We’ll map a comparable first phase — written scope, weekly demos, no invented promises.
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