Vault22

Personal Finance Platform and App

Native mobile and web app for the personal finance platform that helps users keep track of transactions, assets, credit and financial goals.

Vault22 is a personal finance platform that brings every account a person holds — bank, credit, crypto, investments, loans — into a single view, with tools for budgeting, goal setting, and tracking long-term financial fitness.

We partnered with the Vault22 team to redesign the mobile experience end-to-end. Our scope covered information architecture, the dashboard and account-detail patterns, target and goal flows, the rewards programme surface, and the underlying design system that the in-house team continues to build on.

Services

01UX Design
02Mobile App
03Web App
04Design System
05Product Strategy

Accounts

Every account in one place

The accounts screen groups bank, credit, and investment balances under a single net worth figure. Each account opens into the same detail pattern: balance, history, and settings in a view that reads the same for a savings account as for a loan.

Accounts

Every account in one place

Transactions

Transactions that explain themselves

Every transaction opens into a full record: amount, category, budget period, merchant, and the account it came from. Notes and tags let people shape the data around how they actually think about their money.

Transactions

Transactions that explain themselves

Search and filters that go deep

Filtering and bulk editing live in sheets that stack over the list, so people never lose their place. Recent filters resurface with one tap, and the select tools make cleaning up months of history feel quick.

Invest

Investing without the noise

Each portfolio page leads with what matters: the risk rating, the recommended term, and a calculator that shows what a monthly amount could become. As you read deeper into funds and fees, the header condenses to keep the portfolio in view.

Invest

Investing without the noise

Goals

Goals with a clear path

Every goal card carries its progress and an honest status: on target or behind. Opening a goal shows the balance, the monthly contribution, and a projection of where the plan lands, so course corrections happen early.