By Sergio Camalich.

Single Product Designer for a web app that helps users keep track of all their finances in a single place.

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📣 – Introduction


For a period of 2 years, I worked closely with the CEO and an international team of Developers in building a personal finance web app with the aim of tackling the most complicated finances in the simplest way possible, using the principles of double-entry bookkeeping and plain text accounting.

🚧 – Problem


Being the only Designer on the team, I got to wear many hats, such as: onboarding specialist, customer care, brand designer, web designer and developer, user research, product designer, content creator, etc.

Because of the complexity of our goal, it was also required to learn everything I could about bookkeeping, tax laws and other finance-related topics.

🎯 – Solution