About the Project 01 Summary 02 UniWallet is a personal finance management app that helps users track their expenses, create budgets, and achieve their financial goals. In this case study, we will review UniWallet and evaluate how it has helped a young professional gain control over her finances.Using the data we have designed the application in such a way that it’s easy to use. Background 03 Latha is a 25-year-old marketing executive who recently started working at a mid-sized firm. Despite earning a decent salary, she found it difficult to manage her finances and often overspent on unnecessary items. She knew she needed to get her finances in order to achieve her long-term goals, such as buying a house and saving for retirement Challenge 04 Latha realized that she needed a better way to manage her finances and keep track of her expenses. She tried using a traditional spreadsheet, but found it time-consuming and not very user-friendly. She needed a tool that could help her easily categorize her expenses, set up a budget, and track her progress towards her financial goals. The Solution 05 Latha discovered UniWallet through a friend and decided to give it a try. The app was easy to download and set up, and she was able to link her bank account and credit cards within minutes. She was impressed by how UniWallet automatically categorized her expenses and provided her with a clear picture of her spending habits. Latha then set up a budget within UniWallet, which helped her allocate her money towards different categories such as groceries, rent, and entertainment. She found it helpful to receive notifications when she was approaching her budget limit for a particular category, which helped her stay on track and avoid overspending. In addition to budgeting, UniWallet also helped Latha set up financial goals such as saving for a down payment on a house. The app provided her with a projected timeline for achieving her goal based on her current spending habits and income. This feature helped Latha stay motivated and focused on achieving her long-term goals. The Results 06 Using UniWallet, Latha was able to gain control over her finances and achieve her financial goals. She was able to reduce her unnecessary expenses and increase her savings, which allowed her to put a down payment on her dream house sooner than she anticipated. Latha continues to use UniWallet to track her expenses and stay on top of her budget, which has helped her maintain her financial stability and achieve her future financial goals. Conclusion 07 UniWallet is a powerful personal finance management app that can help individuals gain control over their finances, reduce unnecessary expenses, and achieve their financial goals. Its user-friendly interface and powerful features make it a top choice for anyone looking to manage their finances more efficiently. See more projects UniWallet
Client:
DRP Groups
Project
UniWallet
Year
2022
