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Questions tagged [financial]

For questions about applications and websites which are used in a financial context, e.g. a mobile banking app.

2
votes
2answers
72 views

How would you differeniate between a user login and another account on a website?

I am working on a project with a financial company. They require a user to create a financial account and then create an online account. Currently, they are both referenced as "Account". The issue I ...
22
votes
7answers
5k views

Are there any conventions around closing an account with a credit balance?

I'm working with a site with member accounts. Those accounts can have credits attached (say from a referral incentive, a voucher, or a prize). The credits can then be spent in the site's shop - they'...
0
votes
1answer
98 views

“Months” vs. “Years” wording in the loan industry

Do you know about a study or research regarding the wordings “months” vs. “years” in the lent term context? Why and when do you suggest to use months/years instead of the other one and why? Loans ...
1
vote
1answer
152 views

Data Visualization: Visualizing current year annual performance by juxtaposing last year total and year to date numbers

Working on a revenue piece where I have to show current YTD ( Year to date ) performance with last year’s YTD and the total revenue last year for a specific product. The below image shows the ...
2
votes
1answer
93 views

Is there a reason to intentionally induce errors in forms?

An interesting thing happened on almost every bank and credit-card website UI I used today: I entered absolutely correct data. And the system updated/refreshed, either through a refresh or some sort ...
1
vote
1answer
774 views

What's the best colour palette for financial app? [closed]

I've been working on app screens for my company.. I managed to solve some complex UX problems.. but I'm struggling with colour palettes.. as I'm a colour blind, so it's hard to figure out good colours ...
1
vote
3answers
117 views

mobile interface for assets distribution

Hello there and thanks in advance for your help. Background: I am designing a financial mobile app that will allow users to invest in private equity. By law (French in this case) to invest it is ...
6
votes
4answers
258 views

What is the most user friendly way to ask a user to enter European banking data?

Both the BIC (Bank Identifier Code) and the IBAN (International Bank Account Number) are long numbers and thus easily mistyped. For shopping websites it's on the other hand important that it's easy ...
0
votes
2answers
176 views

Portraying a Financial Burn Rate (dollars spent per time period)

Are there any innovative ways to potray a Burn Rate. Ie how many dollars you are currently spending per time period and your target burn rate and the max burn rate for a certain runway? This might be ...
3
votes
3answers
106 views

Showing a chart with only one period of data

We have a new investment product which we introduced during Q1 2016. As such it has no historical data, so at the current we are not showing any kind of historical performance chart. The value of the ...
1
vote
2answers
117 views

Display multiple time series

I am trying to display the behaviour of an asset as compared to a benchmark across multiple volatility phases. The user should be able to look at these images and tell that the asset generally ...
1
vote
2answers
386 views

Visualising assets, liabilities, revenues, and expenses - together

I'm at the start of a project which is all about visualising and comparing the balance sheet of large organisations, primarily defined by these four numbers: assets, liabilities, revenues, expenses. ...
1
vote
1answer
866 views

Summarising grouped data in a data table

I'm working on a financial app and we're getting mixed feedback from users as to how we've displayed the summary for groups in data tables. We've data tables which are, say for example, shopping lists ...
2
votes
1answer
140 views

usability testing with sensitive and private information

The current product I'm testing requires users to connect their financial information (such as their bank, credit cards, etc.); after this info is connected, the user is shown their balances, credit ...
5
votes
2answers
542 views

layout for invoices and related payments in a B2B billing statement

In a B2B billing statement, what's a clear way to illustrate the many-to-many relationship between invoices and payments? Here's more background: Our B2B web app helps companies manage sales and ...
47
votes
11answers
12k views

Using funny error messages in Finance

Currently I'm working on a branch banking application which is going to be used for all banking transactions such as Money deposit, EFT but also Campaign Management etc. (Some user roles are directly ...
32
votes
7answers
6k views

Why do financial institutions use usernames instead of emails for login?

I'm redesigning an application and I'm researching the use of email vs username login options. Our application works with financial institutions and because of this have been told that usernames are ...
3
votes
3answers
2k views

Best practice for currency input fields

I'm working on a web application, which I just received a request to make all input fields collecting currency data to be right aligned. Is there a standard for collecting currency data in a web ...
4
votes
3answers
1k views

What is the best symbol to use for currency?

I need a generic symbol to use for a currency icon. The US Dollar and the Euro symbol seem to be pretty equal competitors, but I know this can be a touchy concept and the selection of either could ...
2
votes
1answer
286 views

Which is best format to enter for foreign curency expenses?

I am working on record expense screen. Which is more usable way to record expense. Expense Amount: 4944.50 (JPY) In Base Currency: 50 (USD) Exchange Rate: 98.89
6
votes
2answers
823 views

What is correct format for displaying financial number specifically zero in an application?

In our application we have a number of views that display financial numbers. I am just trying to figure out what is the best way to display zero or no value. Is there a standard format. Quote Number ...
4
votes
2answers
200 views

How can I choose a relative colour scheme for prices?

A client needs a piece of software where he can see what price he should be using for his products. Ideally you would say that an expensive price should be red. It is, after all, a negative experience....
10
votes
8answers
905 views

What is a good approach to starting a really big project?

I've recently been challenged with a very hefty redesign for a major financial tool. Most everything about this application is a mess. (They've been building it for the last 10 years, and I'm the ...
-2
votes
1answer
187 views

What is the best format to ask users to submit financial information [closed]

I'm looking for an example of a simplified way of asking users to submit financial information in an online form for the following 4 categories e.g. income, commitments, assets and liabilities. Any ...
3
votes
2answers
1k views

Where and when to show currency symbols for TextFields containing currency?

How should I design a form that is easy to use and understand that has a few textfields for currency? Should the currency symbol be put outside or in the textfield? One variant is to show the ...
49
votes
6answers
135k views

International Currency Formatting Guidelines — Currency Codes

In developing a web application that presents monetary data for a variety of locales, I have inquired about the differences of currency formats. In particular, I'd like to know when it is appropriate ...