Intuit Paychecks in Mint
Intuit’s financial tools for taxes, personal finance and payroll were powerful but silo-ed.
One set of customers were receiving paychecks and another set was tracking tools in Mint, with very little overlap. Payroll customers were more likely to be living paycheck-to-paycheck and have less experience with online tools.
Our hypothesis: By integrating features from payroll into Mint, Intuit could help people living paycheck-to-paycheck prosper.
Challenges: Cross business unit, cross-functional team (many stakeholders). One of the first projects using emerging app fabric widget technology. A new cohort of users needed to be understood. Constantly shifting requirements and design systems.
Paychecks in Mint was possible with a system of just 6 modular components that powered the whole eco-system.
Our team had complete control over the paychecks tab design, but the Overview screen was controlled by Mint. So we designed a Paychecks widget that fit seamlessly into the page.
Widgets were designed to integrate with each other, regardless of where the content came from. For example, the employer widget controls which paychecks are shown, regardless of the current view.
I designed and documented a rigorous visual system informed by Mint brand guidelines and comprised of typography, color, iconography, charts, and interactive components.
Targeted users didn't have to do anything to get started, just login with their current username and password. No credit card or account required -- a first for a new feature in Mint.
Our leap of faith belief was that when income data was shown next to Mint’s financial tools paycheck-to-paycheck customers would be more likely to pay their bills on time, reduce late fees and even save money, or start a budget.
With Paychecks in Mint, customer's would have access to their paycheck history even after leaving a job. A future release would allow workers to add other employers as well.
For 30% of paycheck to paycheck users, W-2 was only document they needed to get to taxes are done. Mint already had a bridge from Mint to Turbotax, and our feature was a building block in the aim to help people get their taxes done.