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Case Studies/BudgetPal

BudgetPal – Split Smarter. Budget Better.

A budget-first budgeting assistant for roommates β€” with MVP built in 4 agile sprints, complete UI analytics, and roadmap.

Product Management
MVP Build
Analytics
Figma
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Project Summary

Role

Product Manager + Solo

Timeline

4 Months (8 Weeks)

Stack

Figma, v0.dev, Looker Studio, Roadmap

Status

Completed (Built + Deployed)

The Problem

College roommates often split rent and groceries informally, leading to confusion, forgotten balances, and conflict. BudgetPal solves this by enabling automatic, transparent, and conflict β€” transparently and automatically.

Discovery & Research

Interviews with 6 students in shared living situations revealed key pain points:

  • Rent, groceries, utilities payment responsibilities
  • Uneven expenses, unclear payment responsibilities
  • Advanced roommate money

I spent time in 2-3 roommate money as they split expenses:

  • ""We split groceries but I always end up paying because it's my card""
  • ""We will generally but it always feels awkward to ask for money""
  • ""We split groceries but I always en up paying because it's my card""

Product Vision

A budgeting assistant where students can create roommate groups, split expenses automatically, and stay aligned with savings goals and alerts.

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Roommate Group Setup

Create and manage living group budgets

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Auto-Split Expenses

Automatically split costs using customizable rules

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Savings Goal Tracker

Set and monitor financial goals

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Settle Up Flow

Easy payment and settlement tracking

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Budget Overview

Visual spending insights and alerts

UI & Core Flows

BudgetPal dashboard showing monthly budget, spending categories, and quick actions

Group Dashboard

Main hub showing group balance, recent expenses, and quick actions

BudgetPal add expense form with amount, category, and sharing options

Add Expense Flow

Simple expense entry with automatic splitting and categorization

BudgetPal group ledger showing shared expenses and split details

Budget Summary

Visual breakdown of spending categories and budget progress

BudgetPal settle up interface showing balances between roommates

Settle Up Flow

Clear payment interface to resolve balances between roommates

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Product Roadmap

BudgetPal Development Roadmap

Sprint-based development with MVP, iteration, and growth phases

MVP in 4 Sprints

1

Sprint 1

Core Flows

100%

User flows, wireframes, and expense logic

2

Sprint 2

UI Design

100%

High-fidelity mockups and component library

3

Sprint 3

MVP Build

100%

Live prototype with core functionality

4

Sprint 4

Analytics & Polish

95%

User tracking, performance optimization

What's Next

Multi-currency support

Enable international student access

Notification customization

Personalized alert preferences

Advanced analytics

Spending insights and predictions

Group chat integration

Built-in communication features

User Impact (Simulated)

12
User Flows
Mapped
$1,200+
Expense Tracking
Simulated
45%
Savings Goal
Achievement Rate
3.2
Avg Session
Time (minutes)

Key Takeaways

Budgeting user flows made the MVP spec very fast

Figma β†’ v0 dev handoff allowed rapid iteration without coding

Expense-level logic needs improved UX/UI

Documented process enabled better scope and roadmap decisions

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