# Spend, budget and invest. All in 1 app.

Pursely · money management app, design concept

**40+ screens, light and dark, 1 design system** · A design concept, sold as a template

Pursely is a money management app, designed as a product concept and sold as a template. It has 40+ screens in light and dark, on 1 design system. Spending, budgets and investing sit 1 toggle apart. A gauge shows the month's spend, and each budget shows what is left. Sign-in checks identity first.

## The problem

Spending, budgets and investments usually live in separate apps, so nobody sees the whole month.

## What changed

- Manage and Invest 1 toggle apart on the home screen
- A gauge for the month, and what is left in each budget
- Identity checked first, then face or fingerprint

## The result

40+ screens, light and dark, 1 design system · A design concept, sold as a template

## Tab by tab

### Home

Spending and investing, 1 toggle apart.

- Effort: Manage and Invest share 1 toggle at the top.
- Feedback: income, expense and shift sit under the curve.
- Anchoring: returns show in green beside the value.
- Manage: the balance, $8,720.76, with its curve for September, income +$348, expense -$240 and shift $120 under it, then the latest transactions.
- Invest: the portfolio value, $15,254.37, with +3.75% and $1,245.32 in returns beside it, its curve, mutual funds and interest earned, and Invest money.

### Budgets

The month's spend, before it runs out.

- Goal gradient: a gauge fills as the month's spend grows.
- Mental accounting: each budget shows what is left of its limit.
- Defaults: a new budget repeats monthly from today.
- The dashboard: the card's balance, a gauge of $5,624 spent this month, and each budget with what is left, such as $900 left out of $1,500 for food and drinks.
- A new budget: name, amount and currency, wallet, budget for, recurrence set to monthly, start date today, then Save new monthly budget.

### Investing

Stocks in a list, the detail 1 tap down.

- Feedback: each stock shows its move in green or red.
- Effort: 6 ranges sit under 1 chart, from 1 day to all.
- Progressive disclosure: the full chart waits behind 1 button.
- All Stock: a search, then each stock with its price and its move.
- 1 stock: its value and move, a chart with 1D, 5D, 1M, YTD, 5Y and All, and Full-featured chart.

### Sign-in

Identity first, then the money.

- Trust: you pick where the code goes: email or mobile.
- Effort: face or fingerprint, set up once at sign-in.
- Verify your identity, by email or mobile. Set up face verification. Set up fingerprint verification.

### Light and dark

40+ screens, light and dark.

- Consistency: 1 set of styles drives both themes.
- Rhythm: an 8 pt grid sets every gap and size.
- The Invest screen in light and in dark, from the same styles.

## In their words

"If he says he will do something, there's no question that it will get done." Avin Kline, CEO, Lucyd.

Page: https://www.surinder.design/work/pursely