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A productivity app that combines goal planning, budget tracking, and task management into a single simple experience — so users can see what to do next and how to actually get there.
Role
Solo Product Designer
End-to-end
Timeline
1 week
Concept → prototype
Platform
iOS + Web
Responsive
Tools
Figma · Base44
AI-assisted build
Most people manage money, tasks, and reminders in three different apps. This concept combines them around a shared question: what do I need to do next?
Challenge
People have goals but struggle to organize the steps — especially when goals depend on money, time, and daily follow-through.
Opportunity
Combine financial planning with everyday productivity in one tool so users can see the whole picture at once.
Solution
A three-pillar app — Goals, Tasks, Reminders — where each pillar informs the others and reduces mental load.
From problem framing to a working AI-assisted prototype in seven days, owning the research, structure, flows, UI, and build.
What I owned
I owned all of it — concept validation, competitive analysis, IA and flows, wireframes, UI, prototyping and interaction design, and the AI-assisted build.
People want to save for things, remember what's due, and stay organized — but the tools for each live in separate apps that don't talk to each other.
What's going wrong
A financial goal stays abstract until someone translates it into a weekly number, tasks scatter across lists, and juggling separate apps for money, tasks, and reminders becomes its own chore.
The solution in one line
One assistant that turns a goal into a realistic weekly plan, tracks the tasks that support it, and reminds you at the right moment.
I tested the concept with 4 people from my network and audited common productivity apps — small-scale validation, enough to pressure-test the idea, not to generalize.
Study at a glance
4
Participants from my personal network — concept validation.
4
Common productivity apps audited (competitive analysis).
3
Distinct planning behaviors observed.
What research told me
With four participants this is directional, not conclusive — but consistent enough to shape the concept: simple inputs, clear outputs, no setup tax.
"I want to save for a car but I have no idea how long it'll actually take."
Different lives, same need: a simple way to make progress on personal goals.
Persona
Young Professional
Age 27 · Software developer
Juggling meetings, side projects, and personal admin. Needs one place to keep track of goals and tasks.
Motivation
Wants to save for a first home while staying on top of daily commitments.
Goals
Pain points
Persona
College Student
Age 21 · University student
Balancing classes, part-time work, and a tight budget. Learning to plan life beyond the semester.
Motivation
Wants to graduate debt-free and build habits that last beyond school.
Goals
Pain points
Persona
Busy Parent
Age 38 · Operations lead & parent of two
Managing kids' schedules, household bills, and her own goals. Needs quick capture and gentle reminders.
Motivation
Wants the family's plans, bills, and personal goals in one calm place.
Goals
Pain points
Productivity, finance, and reminder apps each solve one piece — none of them solve the whole picture.
Competitor
A leading task manager with strong organization features.
Strengths
Weaknesses
How this concept improves
Combine task management with goal and budget context in one flow.
Competitor
A budget-focused financial planning app for zero-based budgeting.
Strengths
Weaknesses
How this concept improves
Simplify the budget input to what users actually enter — income, bills, goal — and generate a plan.
Competitor
System-level reminders with basic list support.
Strengths
Weaknesses
How this concept improves
Reminders live inside a goal and task context, not in isolation.
Task apps start with tasks. This app starts with what the tasks are for.
By anchoring the entire experience to a goal — with a real timeline and a weekly amount — every task and reminder gets a reason to exist. That reason is what keeps users coming back.
Task-first model
Add tasks → hope they add up to progress.
This concept
Set a goal → get a realistic plan → track the tasks and reminders that support it.
Why it matters
Short path from goal to action.
01
Open app
Launch on mobile or web.
02
Enter income
Monthly income after taxes.
03
Enter bills
Monthly recurring expenses.
04
Set goal
Amount and target date.
05
See plan
Weekly savings target calculated.
06
Add tasks
Personal to-dos and follow-ups.
07
Add reminders
Appointments and deadlines.
08
Get nudges
Contextual reminders at the right moment.
09
Track progress
See how close you are to the goal.
10
Adjust
Update inputs as life changes.
Wireframes established the Goals → Tasks → Reminders structure with a shared home screen.
Low-fidelity wireframes used to work out the screen layout, information hierarchy, and navigation before any visual design. They settled what belongs on the home screen, how bills, goals, and tasks are grouped, and how someone moves between them in a few taps.
Prototype tested with target users. Three findings reshaped the experience.
Problem
Goal setup felt heavy.
Observation
Users hesitated at too many financial inputs.
Design improvement
Reduced to three inputs: income, bills, goal. Everything else derived.
Problem
Tasks felt disconnected from goals.
Observation
Testers didn't see how their tasks helped progress.
Design improvement
Added a goal context strip at the top of the tasks view.
Problem
Reminders felt like a second app.
Observation
Users treated reminders as separate from tasks.
Design improvement
Unified reminders and tasks into one timeline with type filters.
Every iteration comes from a testing observation.
01 · Iteration
Cut inputs from seven to three. Faster to start, easier to trust.
02 · Iteration
Simplified to goal + today + upcoming. Everything else lives one tap away.
03 · Iteration
Tasks and reminders live in the same list with clear type indicators.
High-fidelity screens showing the three-pillar structure in action.
01 · Screen
Three inputs — income, bills, goal — and the app calculates a realistic weekly savings target.
02 · Screen
Pick what you want to work on today: goal progress, tasks, or reminders.
03 · Screen
Tasks and reminders unified into one timeline with clear type indicators and priority.
04 · Screen
Tap a task to see context, subtasks, and its connection to your goal.
05 · Screen
See goal progress, weekly saving streak, and what's coming next — grouped for scannability.
Selected screens from the shipped design.
Because this is a concept product, these are the metrics I would use to evaluate whether the experience is working after launch — proposed targets, not measured results.
| Metric | Why it matters | Target |
|---|---|---|
| Time to first plan | Time from opening the app to seeing a weekly savings target. | < 90 sec |
| Goals completed | Goals actually reached, not just started. | Trend up |
| Daily active users | Users returning daily to check the plan. | ≥ 40% |
| Tasks completed | Weekly task completion rate. | ≥ 60% |
| Retention W1 | Users returning one week after signup. | ≥ 45% |
| Goal-to-task ratio | Signal that tasks are meaningfully tied to goals. | 3:1 avg |
This concept shows how multiple functions can live in one coherent experience without overwhelming the user.
What I learned
Combining tools is less about features and more about a shared mental model — every screen has to reinforce it.
Challenges
Avoiding the trap of building three apps in one. The pillars had to genuinely support each other.
What's next
AI-suggested tasks based on goal progress, and shared goals for households or couples.
The clearest lesson: users don't want more features, they want less friction between where they are and where they want to be.
A one-week sprint forced sharp scope.
Constraint
One week from concept to prototype — every feature had to earn its place.
Constraint
The app had to be immediately useful without a tutorial.
Constraint
Designed for use in the moments between everything else.
Constraint
Calculations had to be easy to trust and easy to adjust.
Type, color, and components chosen for clarity in short interactions.
Typography
Display
Personal Productivity
Heading
This week
Body
Save $180 to stay on track for your goal.
Caption
Updated just now
Color palette
Ink
Foreground
Paper
Background
Surface
Surface
Accent
Focus green
Accent soft
Green tint
Muted
Muted
Buttons
Spacing scale
Components
$15,000
Car
Task · Admin
Renew car insurance
Accessibility choices shaped from the first wireframe.
01
Body and CTAs meet WCAG AA on all surfaces.
02
No jargon — buttons and labels say what they do.
03
All primary actions are at least 44×44px.
04
Goal, tasks, and reminders are distinct without leaning on color.
05
The same three pillars appear in the same order everywhere.
With more time, these are the directions I'd validate next.
Next
Recommend tasks that map to the user's active goal each week.
Next
Couples or households working toward a shared savings goal together.
Next
Optional bank connection to auto-track progress without manual entry.
Next
Add habit streaks tied to the goal, not just isolated tasks.