Overview

Business goals - Enhance user experience

Increase adoption of the paid product be enhancing the user experience: implementing intuitive and transparent features that improve expense categorization, payment tracking, and accurately reflect who has paid for what.

User Segment - Young professionals with roommates

User segment consists of young professionals in their 20s and 30s who share expenses with roommates, friends, or significant others, and are likely to utilize Splitwise's group feature for tracking shared expenses related to rent, groceries, utilities, and other common costs

Solutions

Add features/elements SPECIFIC to the group type
Ability to quickly filter/adjust expense types
Show all expenses, even ones user is not involved in
Show Net total for each expense line item
Add challenge feature
Add warning icon for remind/settle up CTA

Groups Tab

Roommates Tab

Travel Tab

Research

survey says!

We began our research by outlining survey questions we believed to be important and relevant to the target user group- 20/30s professionals that use Splitwise. After the general line of questioning was finalized, we began creating the online survey using google forms. The survey was done and we began sending out the link, but there was one small issue…

User goals

Conveniently split expenses
keep track of shared expenses
Ability to scan and itemize
Travel
Bills/subscriptions

User pain points

Trust
Accountability
Expense breakdown
Reminders

"Users desire a solution that enables convenient splitting and tracking of shared expenses while fostering transparency and accountability"

a new way to split

Convenience

features/elements SPECIFIC to the group type

Main Group tab: Show totals in one card; total you owe, total owed to you , and the net total.
Group Living: General vs recurring expenses.
Travel: general and lodging tabs.

quickly filter/adjust expenses

Main Group Tab: all groups, Groups you owe, Groups owed to you.
Subgroup general tab: all expenses, you lent, you borrowed.
Recurring: Rent, Bills, Utilities, Subscriptions.

Transparency

Show all expenses

Show all expenses within a group, even ones you are not part of. This fosters trust within a group.

Show Net total for each expense

Show your overall group balance for each shared expense line item so you can quickly see how it is adjusting after each expense.

Accountability

challenge feature

Challenge feature fosters participation and engagement.

warning icon for remind/settle up cta

Allows users to see which shared expense requires attention.

Let user know which expense needs to be settled up
Let user knows which expense needs reminding