Intuit Paychecks in Mint
Intuit’s powerful tools for taxes, personal finance and payroll served wildly different populations. Mint’s customers were savvy at tracking their finances. Intuit’s paycheck customers were varied and research told us that few of them were regularly tracking their income and spending.
Our objective was to show paycheck customers their income in context with personal finance tools in Mint, promoting tools to build healthy budgeting and saving habits.
This project had many challenges: Cross business unit, cross-functional team made good communication key. This was one of the first projects to launch with an entirely new technology platform. A new cohort of users needed to be understood. We needed to stay flexible as requirements and design systems were constantly shifting.
Targeted users didn't have to do anything to get started, just login with their current username and password. This was the first product in Mint that did not require a credit card or account.
We believed that when income data was shown next to Mint’s financial tools, 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 helping people get their taxes done.
We designed the Mint's first mobile responsive experience.
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.
The widgets were not static. They could expand or collapse depending on the context or view.
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.
