Monthly Budgets

Redesigning a legacy money management tool for Tangerine's app

Shipped August 2025

SUMMARY

Tangerine’s decade-old budgeting tool, Left to Spend, had seen a steady decline in engagement as user needs and design standards evolved. Our team redesigned the feature from the ground up to create a simple, flexible, and contextual experience within the app. The new design launched to over 2 million clients and boosted engagement with Tangerine’s money management tools.

Contributions

UX / UI Design
Prototyping
Usability testing
Design system expansion
Engineering handoff (iOS & Android)

Team

1 Design Manager
1 Product Manager
1 Business Analyst
9 Engineers (FE, BE & QE)

Timeline

6 months to ship

01
Set an overall budget
For users who prefer to keep things simple, the new experience allows them to set one total monthly budget. A single number will track overall spending across accounts. Designed for: Those who want a quick, low-effort way to stay on top of finances.
02
Budget by category
For those seeking more control, users can now budget up to 13 categories, tailoring their spending to personal priorities. Designed for: Those who would also like full control over how expenses are budgeted each month.
03
Track spending in real time
Dynamic graphs update automatically as users spend, offering a clear snapshot of progress throughout the month. Designed for: Visual feedback for staying on track.

WHAT SHIPPED //

A flexible budgeting experience that adapts to how people manage their money

Contact

WHAT SHIPPED //

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THE PROBLEM //

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CURRENT STATE //

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

RESEARCH //

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ITERATIONS //

REFLECTIONS //

curtisdizon@gmail.com

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x (Twitter)

curtisdizon@gmail.com

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x (Twitter)

curtisdizon@gmail.com

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x (Twitter)