Farzaneh Falakrou
Case study · SplitSmart · 2026

Every expense app tracks the group's money. SplitSmart tracks yours.

Legacy expense-splitters hand you a ledger and leave the rest to you. SplitSmart closes two gaps they don't — it puts the next action next to the balance, and turns your share of every group into a budget you can actually see.

SplitSmart Overview — the shipped product
Role
Sole UX/UI Designer
Team
Team of 4
Date
May 2026
Timeline
4-week design phase
Type
Product
01The problem

Every app answers one question. It was never the only one.

When you are managing a Paris Trip group, a Home Bills group, and a Work Lunch group simultaneously, you are not just tracking debts. You are managing your own money. Every expense logged by a friend is a cost that lands on your personal budget — but expense apps only show the group's side of that equation.

02Competitive audit

I audited four apps — Splitwise, Tricount, Settle Up, and Venmo Groups — mapping tap depth to key actions and examining what financial information each surfaces at the home view.

Shared findings across all four apps:

Home screen shows groups or friends, not actions. Balances were visible, but to settle or send a reminder you had to navigate into a group first. No app combined a balance with its primary action in the same view.

No personal budget layer. Every app stopped at the group ledger. Your share of costs across all active groups was never aggregated or tracked against a personal cap.

Field note —

Splitwise's own support forums surfaced this last gap repeatedly, with users requesting personal budget tracking — a feature the team acknowledged but deprioritised.

feedback.splitwise.com · accessed 2026-05
03Strategy

Two layers. One app.

Shared expenses are still your expenses. A Paris Trip costs the group £1,050. But it costs you £350. That number belongs in your personal budget, not only in the group ledger.

Layer 1 — Shared expense management.
Split costs, track group balances, settle debts, send reminders.

Layer 2 — Personal budget intelligence.
A dedicated Budget screen that:

— Isolates your share of costs across all active groups
— Tracks your total spend against a monthly cap you set
— Shows whether your daily pace keeps you under cap — your average spend per day against what the cap allows

These two layers are not separate features — they are the same financial reality seen from two angles: the group's ledger and your personal budget.

Home screen wireframe — net position, action queue, budget per group
Home screen — both layers in one view.
Budget screen wireframe — personal cap, month history, spending breakdown
Budget screen — Layer 2.
04Information architecture

Before moving to high fidelity, I mapped the full app hierarchy: every screen, how they connect, and where key actions live. This made it possible to validate the two-layer structure — shared and personal — before committing to interface work, and to confirm that the Budget screen could sit as a peer to the Overview / Dashboard rather than buried inside it.

Information architecture diagram — SplitSmart hierarchy with Overview, Budget, Groups, Settle up and their detail screens
The information architecture.
05Design decisions

What each screen had to prove.

Overview / Dashboard — action next to position

The core decision was to place a balance and its settle action in the same view. When the next step is already visible, the user does not need to decide where to go — they simply act.

Overview screen — overall balance with amounts owed and owed to you, debts across all groups with inline settle, spending over time, by-category breakdown, and groups list
The Overview / Dashboard.

Budget screen — personal, not group

Rather than showing group totals, the Budget screen translates shared expenses into a personal financial picture: your share, your cap, your pace against it.

Budget screen — this-month total against the monthly cap with daily pacing, by-group and by-category breakdowns, and 12-month history
The Budget screen.

Settle up — consolidated by person

Balances are grouped by person across every group, not group by group, and ordered by what needs action. What you owe and what you're owed sit side by side with the fewest transfers to clear them; already-settled people drop to an all clear list at the bottom.

Per-person balances screen — each person carries one balance consolidated across all shared groups: what you owe or are owed, with settle up or send reminder inline, and settled people marked all clear
Balances consolidated by person.

Groups page — remaining, not spent

The decision was to surface how much budget each group has remaining, not just how much it has spent. Remaining is actionable. Spent is history.

Groups screen — each group card leads with budget remaining, alongside total spent and members
The Groups page — each card leads with budget remaining.
06Usability testing

Five participants, ten minutes each.

5 participants · 10 minutes each · unmoderated

MetricResult
Average time to identify balance~4 seconds
Average taps to settle a balance1–2 taps
Task completion rate100%
Participants needing assistance0 of 5
Understood budget status immediately4 of 5
Expected to settle everyone at once3 of 5

All five participants completed primary tasks with no major navigation issues. Balance, settlement, and budget status were understood quickly across the board.

Key finding: Three of five participants expected to clear everything in one pass — settling all the people they owed at once — rather than opening each balance and paying it one by one. They thought in terms of who they owe and wanted a single action to settle up, not a debt-at-a-time flow. This directly drove the redesign of the Settle up screen.

Open question: One participant expected the settle action directly on the balance card, one tap earlier than the current flow allows. This wasn't addressed in the redesign and remains a potential improvement.

Selected reactions.

"I expected to settle everyone at once, not one by one."

"I can immediately tell what I actually spent."

"Feels simpler than other expense-splitting apps."

07Settle Up redesign

Based on the testing findings, I redesigned Settle up so people could settle everyone at once instead of working through debts one at a time. Pay all and Remind all now clear every balance across all groups in a single move, in the fewest transfers — and a single row still settles one person on its own.

Redesigned Settle up screen — net balance with amounts to receive and amounts owed consolidated by person across groups, Remind all and Pay all to clear everything in the minimum number of transfers, and an all-clear list of settled people
The rebuilt Settle up screen.
08Gaps and limitations
Gap 01

No percentage-based or weighted splits.

Every expense currently divides equally between members. Real groups rarely work that way: one person earns more, one person missed part of a trip, one person ordered less. Without support for custom splits by percentage, share count, or exact amount, SplitSmart forces a fairness assumption that doesn't hold in practice. This is the most functionally limiting constraint in the current design.

Gap 02

No multi-currency support.

The app assumes a single currency throughout. For international group trips — the core use case the Paris Trip example was designed around — this is a significant constraint that would need to be addressed before the app could serve its intended audience fully.

09 · Conclusion

SplitSmart is built on the idea that you shouldn't have to juggle the group's ledger and your own budget separately. The app ties them together, so shared expenses land where they actually belong: in your personal financial picture.