Change Category
Change Category
Empowering users to recategorize transactions for more accurate spending insights and budgets
Shipped August 2025
Shipped August 2025
PROJECT SUMMARY //
PROJECT SUMMARY //
PROJECT SUMMARY //
PROJECT SUMMARY //
Tangerine recently introduced two new money management tools, Tracker and Budget. Both help clients understand and manage their spending. Tracker organizes transactions into 1 of 119 categories, while Budget builds on that by letting clients set monthly spending goals.
However, transactions were automatically assigned categories that couldn’t be changed, leading to inaccurate insights. With over 1 million clients relying on these tools, this limitation created confusion and reduced trust.
We designed a new experience that lets clients customize the category of any transaction, ensuring their Tracker insights and budgets accurately reflect how they spend.
Tangerine recently introduced two new money management tools, Tracker and Budget. Both help clients understand and manage their spending. Tracker organizes transactions into 1 of 119 categories, while Budget builds on that by letting clients set monthly spending goals.
However, transactions were automatically assigned categories that couldn’t be changed, leading to inaccurate insights. With over 1 million clients relying on these tools, this limitation created confusion and reduced trust.
We designed a new experience that lets clients customize the category of any transaction, ensuring their Tracker insights and budgets accurately reflect how they spend.
Tangerine recently introduced two new money management tools, Tracker and Budget. Both help clients understand and manage their spending. Tracker organizes transactions into 1 of 119 categories, while Budget builds on that by letting clients set monthly spending goals.
However, transactions were automatically assigned categories that couldn’t be changed, leading to inaccurate insights. With over 1 million clients relying on these tools, this limitation created confusion and reduced trust.
We designed a new experience that lets clients customize the category of any transaction, ensuring their Tracker insights and budgets accurately reflect how they spend.
Tangerine recently introduced two new money management tools, Tracker and Budget. Both help clients understand and manage their spending. Tracker organizes transactions into 1 of 119 categories, while Budget builds on that by letting clients set monthly spending goals.
However, transactions were automatically assigned categories that couldn’t be changed, leading to inaccurate insights. With over 1 million clients relying on these tools, this limitation created confusion and reduced trust.
We designed a new experience that lets clients customize the category of any transaction, ensuring their Tracker insights and budgets accurately reflect how they spend.
Contributions
UX / UI Design
Prototyping
Usability testing
Engineering handoff (iOS & Android)
Team
1 Design Manager
1 Product Manager
1 Business Analyst
9 Engineers (FE, BE & QE)
Timeline
2 months, shipped August 2025
REAL USE CASE //
REAL USE CASE //
REAL USE CASE //
REAL USE CASE //
Imagine it’s Black Friday and you’ve just purchased a new TV from Walmart for $1,250.67 using your Tangerine Credit Card.
Spotting the miscategorization
Later, when you check your transaction history, you notice the purchase has been automatically categorized as “Groceries.” Although Walmart sells both food and electronics, we are limited by our tech so the system classifies transactions like this. What should appear under “Electronics” instead ends up inflating your grocery spending, making your insights less accurate.
Spotting the miscategorization
Later, when you check your transaction history, you notice the purchase has been automatically categorized as “Groceries.” Although Walmart sells both food and electronics, we are limited by our tech so the system classifies transactions like this. What should appear under “Electronics” instead ends up inflating your grocery spending, making your insights less accurate.
Spotting the miscategorization
Later, when you check your transaction history, you notice the purchase has been automatically categorized as “Groceries.” Although Walmart sells both food and electronics, we are limited by our tech so the system classifies transactions like this. What should appear under “Electronics” instead ends up inflating your grocery spending, making your insights less accurate.
Spotting the miscategorization
Later, when you check your transaction history, you notice the purchase has been automatically categorized as “Groceries.” Although Walmart sells both food and electronics, we are limited by our tech so the system classifies transactions like this. What should appear under “Electronics” instead ends up inflating your grocery spending, making your insights less accurate.
The problem: No way to correct It
Previously, there was no way to fix this misclassification. Your TV purchase would remain categorized as groceries, skewing both your spending insights and monthly budget totals. For clients who rely on Tracker and Budget to understand where their money goes, these small errors added up, leading to frustration and reduced trust in the tool’s accuracy.
The problem: No way to correct It
Previously, there was no way to fix this misclassification. Your TV purchase would remain categorized as groceries, skewing both your spending insights and monthly budget totals. For clients who rely on Tracker and Budget to understand where their money goes, these small errors added up, leading to frustration and reduced trust in the tool’s accuracy.
The problem: No way to correct It
Previously, there was no way to fix this misclassification. Your TV purchase would remain categorized as groceries, skewing both your spending insights and monthly budget totals. For clients who rely on Tracker and Budget to understand where their money goes, these small errors added up, leading to frustration and reduced trust in the tool’s accuracy.
The problem: No way to correct It
Previously, there was no way to fix this misclassification. Your TV purchase would remain categorized as groceries, skewing both your spending insights and monthly budget totals. For clients who rely on Tracker and Budget to understand where their money goes, these small errors added up, leading to frustration and reduced trust in the tool’s accuracy.
The solution: Recategorize with ease
With the new Change Category flow, you can now reassign the transaction to “Electronics” in just a few taps. This gives clients greater control over their financial data, ensuring their spending insights and budgets truly reflect their real-world habits.
The solution: Recategorize with ease
With the new Change Category flow, you can now reassign the transaction to “Electronics” in just a few taps. This gives clients greater control over their financial data, ensuring their spending insights and budgets truly reflect their real-world habits.
The solution: Recategorize with ease
With the new Change Category flow, you can now reassign the transaction to “Electronics” in just a few taps. This gives clients greater control over their financial data, ensuring their spending insights and budgets truly reflect their real-world habits.
The solution: Recategorize with ease
With the new Change Category flow, you can now reassign the transaction to “Electronics” in just a few taps. This gives clients greater control over their financial data, ensuring their spending insights and budgets truly reflect their real-world habits.
UI HIGHLIGHTS //
UI HIGHLIGHTS //
UI HIGHLIGHTS //
UI HIGHLIGHTS //
The final designs
Change category sheets
Change category sheets
Change category sheets
Change category sheets
Onboarding demo
Onboarding demo
Onboarding demo
Onboarding demo
Transaction options sheet
Transaction options sheet
Transaction options sheet
Transaction options sheet
Full case study under construction
I’m in the process of renovating the detailed case study for this project. While the hard hats are on, feel free to explore my other other work.
curtisdizon@gmail.com
curtisdizon@gmail.com
curtisdizon@gmail.com
curtisdizon@gmail.com
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