FOLIO / CONCEPT CASE STUDY
Making money feel manageable.
Personal finance, without the spreadsheet.
All workLess noise.
Fintech
folio.
Personal finance, without the spreadsheet.
ILLUSTRATIVE PRODUCT CONCEPT9:41
folio®JD
A little clarity. A lot of possibility.
Total balance
$12,840.50
↗ 12.8% this monthAdd moneySendMore
Recent activity See all
↗Design subscriptionToday, 10:24 AM−$24.00
↙Monthly incomeYesterday+$3,200.00
◌Morning coffeeYesterday−$4.50
Overview
01
The challenge
A personal finance concept exploring how to make balances, daily spending, and savings goals easier to understand on a small screen.
02
Our approach
We designed a clear balance overview, readable transaction history, and a savings flow with progressive disclosure. This sample demonstrates a product direction, not a completed client engagement.
03
The outcome
An illustrative mobile experience with a shared visual system. Live performance metrics will be added after a verified launch.
3Core product flows
2Target platforms
9:41
folio®JD
A little clarity. A lot of possibility.
Total balance
$12,840.50
↗ 12.8% this monthAdd moneySendMore
Recent activity See all
↗Design subscriptionToday, 10:24 AM−$24.00
↙Monthly incomeYesterday+$3,200.00
◌Morning coffeeYesterday−$4.50
Overview
Primary experience
9:41
still.
A moment, just for you.
Less noise.
More you.
BREATHE IN4Find your rhythm
DAILY RESET
A softer start
10 min · Guided meditation
Companion visual system exploration
NEXT CONCEPT
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