Found — Activity enhancements

Challenge

The Activity feed, a foundational component of our bookkeeping offering, currently lacks clarity and is hindering user comprehension of their financial transactions. As a high-traffic area of the app, its impact on user experience is significant.

A webpage showing expense tracking features with a woman in a pottery studio, a text section on the left, and a white card on the right displaying an expense for Art Supply Co. totaling $124.95.
Icons representing a fork and knife, a dome with a small flag, and a car in a row.

Solution

To address these challenges, we propose a comprehensive overhaul of the Activity feed. This includes enhancing clarity and usability, implementing a standardized component structure, streamlining transaction categorization, and prioritizing features that drive user engagement, especially for new customers.

Comparison of two mobile app interface designs: a base design on the left and an enhanced design on the right, showcasing improvements in aesthetics, search capabilities, list visibility, account indication, and action design elements.
Comparison of three mobile app screens showing financial transaction categories and details, labeled as Uncategorized, Expense, and Income, with annotations pointing to various features such as overview, category module, add ons, related features, and transaction detail.
A financial dashboard with an overview of expenses, income, and pending transactions, featuring color-coded categories and icons on a beige background.
Screenshot of a website page showing a collection of business expense and income icons organized in a grid format. The icons are simple line drawings with labels such as 'Accounting Services,' 'Car, Truck, Vehicle,' 'Employee Profit-Sharing Plans,' 'Interest,' 'Office Utilities,' and many more.
Screenshot of a financial module interface displaying categories such as expense and income, with details about transactions, tax savings, rules applied, and categories like business income, cashback bonus, withdrawal, transfer, personal funding, and tax payment.
Screenshot of a webpage titled 'Adjusted visual types.' The page discusses how stamps provide visual cues and rapid identification within a system. It lists different types of stamps like 'Needs Category,' 'Saved on Taxes,' 'Estimated Taxes,' 'Auto-Categorized,' 'Create Rule,' 'Rule Applied,' and associated labels or tags such as 'Categorize to save up to $60.58 on taxes,' '$60.58 saved on taxes,' '$60.58 estimated taxes,' and 'Rule applied.'
A digital interface displaying a list titled 'Leveraged existing pattern' with multiple items such as purpose, note, tags, receipts, and their details on a beige background. The left side has descriptive text about the pattern, and header buttons are visible in the top left corner.
Screenshot of a financial management interface showing list items like cards, notes, connected accounts, paid invoices, and quarterly taxes, with description and details for each.
Screenshot of a digital transaction detail summary with sections for various types of financial transactions, including instant transfer, card, bank deposit, wire transfer, card funding, cash deposit, displaying dates, amounts, destinations, and other related information.
Screenshots of a mobile app showing a transaction receipt for Peet's Coffee, displaying the tab name, total amount, date and time, categories, notes, tags, receipts, card info, and transaction details across four different views.
Four smartphone screens displaying banking app interfaces, showing income details, rewards, transfer, and personal deposit options, with labels such as deposit allocation, cashback bonus, and transaction details.
Screenshot of a mobile app showing categorized expenses including a coffee purchase, a large gas and electric bill, and a business meal, with added notes, tags, receipts, and card details.
Screenshots of a mobile app interface for creating and applying rules to transactions, with stages showing creating a new rule with track as 'Tectra Inc' and category as 'Transportation,' applied rule status, and a confirmation message 'Rule created'.
Screenshots showing a mobile app interface for creating and managing tags, including color selection options, adding tags, editing tags, and viewing transaction details.
A webpage displaying four mobile app screens illustrating different transaction states: canceled, needs category, needs category, and needs rule, with transaction details and notes.
Screenshot of personal finance management software showing activity list with transactions and details. The list includes entries for Ace hardware, Apple, ETSY PPD, Uber, and Margaritaville, with various categories, amounts, and notes.

Impact

The revamped Activity surface has been a resounding success, driving increased user adoption. Its improved clarity and usability have positioned it as a valuable feature within the app.

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Role


Product design, systems design

Collaboration

Connor Dunn, Katie Hamlin, Natalie Harper, Zach Haitz, Krishna Kannan, Lauren Myrick, Robert Murdock