ForeCash: Helps users forecast savings, plan finances, and track transactions with AI insights.
Strengthen financial clarity for individuals and businesses by transforming complex cash flow data into actionable insights. Furthermore, streamline forecasting and money management to help users make confident financial decisions without spreadsheets or guesswork.
Year
Role
Product Designer
Project Type
AI Wealth Management
Duration
4 Months
Background Information
Managing personal finances can be overwhelming, especially when balancing multiple goals, unpredictable expenses, and fluctuating incomes.
Many people struggle to track their spending, forecast future savings, and stay committed to long-term objectives. ForeCash was developed to address these challenges by combining financial tracking with AI-powered forecasting and guidance.
The app connects directly with users’ bank accounts to monitor income, expenses, and debts while providing personalized steps to help them achieve their biggest financial goals.
Problem Statement
Many individuals, especially young adults and gig workers, find it difficult to manage their money in a way that aligns with their long-term goals.
Traditional budgeting tools often focus on tracking spending but fail to guide users with purpose or help them stay motivated.
People know what they earn and what they spend, but they struggle with saving intentionally or working toward meaningful milestones like starting a business, paying off student debt, or traveling the world.
Discovery
I noticed a recurring behavior on platforms like Reddit, where people are coming up with apps that uses AI for businesses, expense tracker etc. These types of apps and posts got me thinking.What if there is an app/website that works just for the users, their finances and come up with forecasted plans to make sure that they get what they want!?
Requirements
Based on the discoveries obtained, I started formulating the contents as to what the users really want to see in this website/app. These things came to my mind apart from a clear visual of the user's finances:An interactive AI to ask for financial advicesSet specific targets they want to achieve using the AI chatKeep track of their progress of a specific target/goalAdjust their plan according to circumstancesShow clear data of the user’s transaction historyShow how much they owe and how much they are owed from peopleKeep the chat minimalistic and to the point content/forecastingClear and easy to navigate onboarding experience
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