PiggyBooks is a budgeting app offering tools to track spending, with easy-to-read graphs, comparisons, and automated calculations. It also lets users send money, monitor credit cards, and manage stock portfolios—all in one place.
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When users first open the app, they are greeted with a simple budgeting chart that shows a total budget of $5,000, with $2,000 already spent. The chart also provides a clear comparison of income versus expenses.
For more detailed information, users can access a drop-down menu where expenses are categorized into five basic groups. Each category is color-coded—green, yellow, or red—to represent the financial status, making it easy to assess spending at a glance.
Clicking on a category under the allocated budget takes the user to a detailed breakdown of that category. A pie chart displays how funds are distributed across its subcategories, along with a list of the most recent transactions.
A tab system was implemented to allow users to quickly navigate between expenses, income, goals, and subscriptions, with the most recent transaction from each category displayed directly below.
When clicking on an expense, the user is taken to a list of transactions associated with that specific vendor.
When clicking on an income, the user is taken to a list of transactions associated with that specific vendor.
When clicking on a goal, the user is taken to a chart that shows their progress toward the goal, along with a list of deposits contributing to it.
When clicking on a subscription the user is taken to payments that go to the vendor or service.
The primary chart displays the combined average income and expense performance across all the user’s accounts.Clicking on a specific account shows detailed performance, including its current balance and recent transactions.Users can also view their credit and debit cards and, depending on their phone type and bank, may be able to use those cards directly through the app.
The transfer screen is kept simple due to it’s many functions. To reduce screen clutter it is 4 buttons.
The main transfer function is account to account. The user chooses the account from a drop down. While recent and scheduled transfers are listed below.
Being a budgeting app paying vendors is also included. The user is taken to a simple list of bills. The user chooses which one to pay. When possible the user can connect Piggybook to an official account from the vendor and view official statements from the vendor.
