Tracking Progress

Bring users back to see how well they’re doing over time

Principles at a glance

  • 01

    Help users keep tabs on their financial health

  • 02

    Illuminate the path ahead

Principles in action


Help users keep tabs on their financial health

Principle 01

When people start to use digital financial products, they may feel concerned about the safety of their money. Many users check in often to make sure digital funds are still there. Good design can make those numbers easily accessible and transparent. Over time, this user behavior can grow into positive habits that promotes financial health, like integrating daily and weekly check-ins that prompt users to review, reflect, and plan their finances.

Principle 02

Illuminate the path ahead

Active use of a financial product can help users build habits that ladder up to longterm benefits for their financial health, like regular savings deposits and timely loan repayments. Help users get on the right track and feel supported in building up to those long-term behaviors with tools for tracking, reminders, and recommendations.

Explore other moments in Active Use