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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
by scubakid 5y 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 5y agoMakes 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 5y agoGood 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 5y agoI've got to say, I love how responsive you are. Its clear you want to make your product better, it's really great.