Finance Through the Ages

Description

The challenge is to design a personal finance manager that appeals to history buffs, incorporating historical themes, visuals, and references while providing all the essential features of a CRM software. The solution should not only help users effectively manage their finances but also engage them with historical content and insights related to their financial activities.

Target user group

The target user group for this design challenge is history buffs who are interested in personal finance and want to manage their finances efficiently. They have a strong passion for history and enjoy exploring historical themes and information. They may have varying levels of financial literacy and experience with personal finance management tools.

Consider these

The personal finance manager effectively combines historical themes and finance management features.

Users find the historical content and insights engaging and informative.

The user interface is intuitive and easy to navigate, accommodating varying levels of financial literacy.

The personal finance manager helps users achieve their financial goals and provides valuable insights for decision-making.

Research questions

What historical periods and events are most interesting to history buffs interested in personal finance?

What specific historical information or trivia would history buffs like to see incorporated into a personal finance manager?

How can historical themes and visuals be integrated into the user interface without compromising usability?

What are the common pain points and challenges faced by history buffs when managing their personal finances?

How can the personal finance manager help history buffs make more informed financial decisions based on historical trends and insights?

Research methods

User interviews

Online surveys

Usability testing

Prototype feedback sessions

Competitive analysis

Sample content

{
  "user_profile": {
    "name": "John Doe",
    "age": 35,
    "occupation": "History Teacher",
    "interests": [
      "Ancient civilizations",
      "Economic history",
      "Numismatics"
    ],
    "financial_goals": [
      "Saving for retirement",
      "Investing in historical artifacts"
    ],
    "financial_activities": [
      {
        "date": "2022-03-15",
        "description": "Purchased rare Roman coin from an auction",
        "category": "Investment",
        "amount": 1500
      },
      {
        "date": "2022-03-20",
        "description": "Paid monthly bills",
        "category": "Expenses",
        "amount": 500
      },
      {
        "date": "2022-04-01",
        "description": "Received salary",
        "category": "Income",
        "amount": 2500
      }
    ]
  },
  "historical_events": [
    {
      "event": "Great Depression",
      "date": "1929-1939",
      "description": "A severe worldwide economic depression that lasted for a decade.",
      "image_url": "https://example.com/great_depression.jpg"
    },
    {
      "event": "Gold Rush",
      "date": "1848-1855",
      "description": "A period of mass migration of people to California in search of gold.",
      "image_url": "https://example.com/gold_rush.jpg"
    }
  ]
}