Split Expense On-The-Go
Create a mobile experience for users to be able to split an expense into two or three or more on-the-go. Worked with the Head of Design, the CEO, and one engineer to make this come together.
Expense Reports are not fun, we wanted to make them less painful, more automated and easy to use. Both desktop and mobile apps are available.
Understanding the Core Problem to Solve
In order to create an experience that was meaningful to the user, we had to identify use cases the core issues.
I want to split an expense into two individual expenses
I want to do this on the go
I want this to be a similar experience to web
I want to add the expense to different reports
Research was done by our Customer Support team to understand the need and value for the company. We wanted this to be easy to find, but not in the way since some users would never split an expense. However, to Enterprise users, this was really important.
We also did some competitor analysis and looked at companies that solve similar issues to come up with a familiar design pattern
Allows users to split transactions
Allows users to split expenses between friends (great for traveling)
Allows users to split rent between roommates
As a team, we worked on wireframes in Balsamiq. We did this because we had a great working relationship across teams. This way, all teams could provide feedback and even create their own wireframes if they were inclined.
Here’s what we learned from our wireframe discussions:
Do the math for the user if possible
Allow user to quickly add expense details in “splitting mode”
Keep it simple
Future iterations on this feature:
Split expense per day (divide expense between days)
Split expense by percentage
Where We Landed
We used our components to create a similar user experience throughout the app and also optimized for quick interactions.
Measurement of Success
We measured success a few ways, but the most prominent was user feedback. We’re a small startup that works fast to iterate on features.
Internal Beta Testing
Because we use our own product to expense our purchases, we had our team test this feature before releasing it live
The team was able to give feedback directly to the team
Slow Roll out
Roll out feature to customers that have requested it, chat with them and collect feedback
Make changes based off collective feedback
Make changes based on previous feedback and release it in full to all users