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This looks useful, but isn't really usable. For example, your investments tiles all call up the same dialog. For example, clicking "Cryptocurrency" calls up the

This looks useful, but isn't really usable. For example, your investments tiles all call up the same dialog. For example, clicking "Cryptocurrency" calls up the same modal as clicking "Taxable Investments". Because of this, you end up producing nonsense numbers since every modal just modifies the same field. If this is not a bug, then the modal is confusing. The labels inside the modal don't correspond to anything on the dashboard. The investment modal should have a field for each investment, rather than some random fields that don't clearly map. If I click "Cryptocurrency" and a modal with no mention of it shows up, I'll assume the software is broken. I'd also suggest having less memeish simulation descriptions for younger demographics. It adds friction for the average user when they think "well, I'm none of these things, what do I pick". Might also be taken as condescending. Comparatively, the older demographics all had very simple descriptions which would have mass appeal. Comes off like the developers don't take this demographic seriously, or don't understand how to market to it. Cool looking dashboard, but crazy amount of UX friction makes it hard to use. I'd love to see it when it's tuned up.

scubakid 4y ago
The modal is definitely confusing, you are right! I used to have those stat cards direct you to the Current Finances screen, but then people wanted the ability to edit in place on the dashboard, so I had it open the section from current finances that contains the item you clicked. I see how this makes the overall grouping/hierarchy confusing... in the short-term perhaps I'll revert to the original, but in the long-term maybe I'll restructure the dashboard a bit. Might be nicer to have more of a top-down hierarchy focused on total assets and liabilities anyway. Edit: which things jump out to you as meme-ish? The plan names in some of the sandbox examples? Milestone types? All of the above? lol
- trutannus 4y ago
  Makes sense, sometimes I find weird UX friction comes when you needed a feature, and didn't plan it in initially. For the memeish stuff, it was under the example personas. While its fine to include some of these (ie: FIRE, looking for part-time), it'd be nice to have some examples for the middle of the road. A lot of what you mention isn't even on the mind of a lot of early career folks. Something like "young professional, focused on building financial stability" or "trying to create more disposable income". Something that would have the same mass appeal as "has a defined-benefit pension, planning for standard retirement age" does to the older demographic.
  - scubakid 4y ago
    Good call, I'll try to balance out those descriptions a bit. Doing the whole onboarding, current finances, progress points, and plan creation process 10 times, evidently I converged on too many common themes haha.
    - trutannus 4y ago
      I've got to say, I love how responsive you are. Its clear you want to make your product better, it's really great.

scubakid 4y ago

The modal is definitely confusing, you are right! I used to have those stat cards direct you to the Current Finances screen, but then people wanted the ability to edit in place on the dashboard, so I had it open the section from current finances that contains the item you clicked. I see how this makes the overall grouping/hierarchy confusing... in the short-term perhaps I'll revert to the original, but in the long-term maybe I'll restructure the dashboard a bit. Might be nicer to have more of a top-down hierarchy focused on total assets and liabilities anyway. Edit: which things jump out to you as meme-ish? The plan names in some of the sandbox examples? Milestone types? All of the above? lol

trutannus 4y ago
Makes sense, sometimes I find weird UX friction comes when you needed a feature, and didn't plan it in initially. For the memeish stuff, it was under the example personas. While its fine to include some of these (ie: FIRE, looking for part-time), it'd be nice to have some examples for the middle of the road. A lot of what you mention isn't even on the mind of a lot of early career folks. Something like "young professional, focused on building financial stability" or "trying to create more disposable income". Something that would have the same mass appeal as "has a defined-benefit pension, planning for standard retirement age" does to the older demographic.
- scubakid 4y ago
  Good call, I'll try to balance out those descriptions a bit. Doing the whole onboarding, current finances, progress points, and plan creation process 10 times, evidently I converged on too many common themes haha.
  - trutannus 4y ago
    I've got to say, I love how responsive you are. Its clear you want to make your product better, it's really great.