Daily Wallet - Simplified Expense Tracking App

Case Study · 2.5 min read · App Store

Project Overview:

Daily Wallet is a cross platform mobile application, built with React Native, designed for users seeking a straightforward approach to personal budgeting. It intentionally avoids direct bank account linking, focusing instead on simple, manual entry of expenses and income to enhance user privacy and security. The app provides clear transaction overviews, date filtering capabilities, and easy classification of entries as income or expense, showcasing expertise in delivering focused, user friendly mobile solutions.

Goals & Objectives:

The primary objective was to provide a secure and uncomplicated budgeting tool that empowers users to manually track finances without the complexities or security concerns associated with linking bank accounts. Key technical goals included developing a clean, modern user interface for intuitive daily overview and transaction entry, ensuring a seamless user experience through efficient state management, implementing robust date based filtering for transaction history, and leveraging React Native for efficient cross platform development and deployment to the App Store.

Approach & Process:

  1. Requirements & Design (Discovery & Research): Initiated with an analysis of existing budgeting apps, identifying a market need for a simpler, privacy focused alternative. Defined user requirements centered around ease of use and manual tracking. Translated these needs and existing design concepts into a functional specification and UI/UX flow.
  2. Development (Design/Development Phase): Built the mobile application using React Native, focusing on creating reusable components for UI consistency (like transaction lists and entry forms). Implemented core logic for manual transaction recording (income/expense), balance calculation, and date filtering functionality. Ensured adherence to modern mobile design principles for a clean aesthetic.
  3. Testing & Iteration (Iteration): Conducted user interviews and gathered feedback on early versions to refine the interface, simplify workflows (like transaction entry), and improve overall usability based on real user interactions.
  4. Launch & Maintenance (Launch & Delivery): Successfully prepared and deployed the application to the iOS App Store. Currently manage ongoing maintenance, monitoring performance, ensuring compatibility with OS updates, and supporting the user base.

Outcome & Impact:

Daily Wallet successfully launched on the App Store and maintains a consistent base of over 50 recurring users who value its simplicity and privacy focused approach. Positive user feedback highlights the app's effectiveness in meeting its core goal: providing an easy to use, secure alternative for manual expense tracking, free from the "noise" of more complex financial apps.