Online Personal Finance Management Tool CHI 170 Project Final Presentation by Bert Gao; Bey Wang; Francisco Crespo.

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Presentation transcript:

Online Personal Finance Management Tool CHI 170 Project Final Presentation by Bert Gao; Bey Wang; Francisco Crespo

Motivation & Introduction  Money Management on Computers.  World Wide Web: Traditional Desk Top Software Converting to Online System.  Current Finance Management Software Help Users with Advanced Financial Knowledge and Stock Trading Skills Manage Money Portfolio Effectively.  Users with Little Money Management Experience Need Simpler Solution.  MyPiggy Provide Simple Solution to Money Management:

Primary Features & Task Analysis  MyPiggy Three Primary Interfaces: Portfolio, Budget, and Monitoring. Portfolio, Budget, and Monitoring.  Task Analysis, Scenarios, & Paper Prototyping: Update Portfolio Update Portfolio Create New Budget & Update Budget Create New Budget & Update Budget Monitor Portfolio & Created Budget Monitor Portfolio & Created Budget

User Testing  Three User Tests:  User AL – Undergraduate Student. Age 21. Has Part Time Job. Conducted in NEU CCIS Lab.  User HDC – Phd Student. Age 30. Conducted in BU Computer Lab.  User KL – Graduate Student. Age 25. Conducted in CCIS Lab.

Evaluation  Tree Modifications  Button Labeling and Languages  Pie Chart Display with Percentage  User Test v.s. Heuristic Evaluation

Conclusions & Future Work  “The actual design process is iterative”  “We are not our users”  Future Back End Implementation  Iterative & Usability it’s not over yet … Thank you! it’s not over yet … Thank you!