Paycheck Planning

Designed a budget planning experience for users with irregular income, helping them predict cash flow and avoid overspending.

+39% increase in trial starts $1.8M increase in annual revenue

Led research, concept development, and end-to-end design in collaboration with product, data, and engineering

Users with irregular income felt the app didn’t work for their budgeting needs. Without a way to plan around variable income timing and amounts, they couldn’t confidently manage spending—leading to trial drop-off.

Users needed to know: “Will I run out of money before my next paycheck?”

The app lacked a way to account for income that hadn’t arrived yet, making it difficult to assess risk or adjust behavior throughout the month.

Introduced a forward-looking cash flow planning experience tailored to irregular income.

Enabled users to: – Project their spending pace across budget categories – Account for income based on expected dates (not just received income) – Add a current balance “buffer” to reflect real cash on hand

Gave users clear visibility into whether they were at risk of overspending—and how to adjust in time to stay on track.

Built using existing UX/UI patterns to ensure consistency across web and mobile while minimizing development lift.

Increase trial start rates by improving early user confidence and perceived product fit.

+39% increase in trial starts $1.8M increase in annual revenue