Status Post 04: Cronch is Back

Jan 20, 2026

Closed Tasks

UI Research for Metrics - Fei, Yi Huan, Sreeja

  • Due Date: 01/13/26

  • Task Time: Fei (2 hrs), Yi Huan (4 hrs), Sreeja (2 hrs)

  • Description: Three rounds of research testing led us to realize that we needed to conduct further research on our Metrics screen. This was a joint effort between the Research team and Design team to ensure seamless communication.

  • Deliverable: UI Research for Metrics

  • Takeaways:

    • It’s okay to go back to the drawing board

    • Important for Design and Research to work closely and ensure alignment


UI Research for the Budget Setting - Fei, Yi Huan

  • Due Date: 01/16/26

  • Task Time: Fei (1 hr), Yi Huan (2 hrs)

  • Description: Three rounds of research testing led us to realize that we needed to conduct further research on our Budget Setting process. This was a joint effort between the Research team and Design team to ensure seamless communication.

  • Deliverable: UI Research for Budget Setting

  • Takeaways:

    • It’s okay to go back to the drawing board

    • Important for Design and Research to work closely ensure alignment


Update Hi-Fidelity Prototype -  Yen, Maria, Fei

  • Due Date: 01/19/26

  • Task Time: Yen (1hr), Maria (2.5), Fei (12 hrs)

  • Description: The whole team conducted a walkthrough of the latest high-fidelity prototype from last quarter to identify areas that needed updates or refinements. Based on the note, the design team reviewed feedback together and divided tasks among members to efficiently implement the changes.

  • Deliverable: Hi-Fidelity Prototype

  • Takeaways:

    • A full team walkthrough helped identify small inconsistencies and improvement opportunities

    • Dividing tasks allowed the team to work more efficiently and in parallel 

    • Revisiting the prototype after time away provided a clearer perspective on necessary refinements.

    • The Metrics screen is one of the most complex parts of the app since it presents multiple data points. Because of this, we want to ensure the graphs and data visualizations are meaningful, easy to understand, and genuinely helpful for users when tracking their spending and habits.


Status Post 04 - Maria

  • Due Date: 01/19/26

  • Task Time: Maria (1 hr)

  • Description: Status Post 04 is a required assignment for our Junior Project class. It involves documentation of closed tasks, open tasks, and new tasks. This allows our potential stakeholders, classmates, and the general public to view our progress via Framer.

  • Deliverable: Status Post 04

  • Takeaways:

    • Easier to do since we now have a system of documenting information and transferring them directly to Framer.

    • Allows us to organize where we are at with progress.


Live Link of the Website - Reuben

  • Due Date: 01/21/26

  • Task Time: Reuben (1 hr)

  • Description: Setting up the live website of the project on vercel.

  • Deliverable: Live Link to Website

  • Takeaways:

    • Vercel is easy to use with sveltekit as its compatible

Open Tasks

Sync and Organize Teams and Google Drive - Fei

  • Due Date: 01/27/26

  • Description: Reflect all changes made on Google Drive onto Teams


Alpha Functionality - Reuben

  • Due Date: 01/25/26

  • Description: Finishing up the alpha version of the backend functionality for each page, and creating documentation for the frontend side to implement into components.


Hi-Fidelity Usability Testing Script - Sreeja, Yi Huan, Fei

  • Due Date: 01/21/26

  • Description: Our team is aiming to shorten the script and ask questions that will produce answers that are more valuable to stakeholders. We are doing this in three separate drafts with support from the design team to ensure that we are not missing any questions that may need more clarity.


Components - Reuben, Maria, Yen 

  • Due Date: 01/25/26

  • Description: Creating components based on what each page of our app needs, but making sure we are utilizing each asset and not redundantly creating the same component for a different page.


Alpha Frontend - Reuben, Maria, Yen

  • Due Date: 01/24/26

  • Description: Creating the initial alpha version frontend of our app based on our high fidelity prototype. Currently saving metric screens for the last to be developed.

New Tasks

Hi-Fidelity Usability Testing - Sreeja, Yi Huan, Fei

  • Due Date: 01/25/26

  • Description: This task involves conducting usability tests with users to validate our hi-fidelity prototype one last time before sending the product off to be developed.


Hi-Fidelity Usability Findings - Sreeja, Yi Huan, Fei

  • Due Date: 01/27/26

  • Description: This task involves organizing and analyzing relevant data retrieved from the usability testings to be reflected in our product.


Lobby Posters - Yen, Fei, Maria

  • Due Date: 02/23/26

  • Description: Brainstorm crucial information to put on a lobby poster. This includes creating or collecting graphics and writing content that captures our brand and interface.

Meetings:

All-hands Meeting: (01/06/26) | 1.5 hrs

  • Attendees: All team members present and on time

  • Meeting Agenda:

    • Agenda

      • Ground Rules (5 min)

      • Meeting Times (2 min)

      • Repositioning (18 min)

      • END at 11:50AM

    • Ground rules

    • Meeting Time: 

      • All-Hands Meeting: Fridays 5:30PM - 7PM

      • All subteams will meet within teams this week

    • Roles Adjustment

      • Fei is now Secondary Designer (adj role) + Tertiary Researcher

      • Maria is now Tertiary Designer (adj role) + Secondary Developer (no change)

      • Yi Huan is now Secondary Researcher (adj role) + Project Manager (no change)

    • Repositioning

      • Home

        • Scan → Add button

          • On click, 2 options show: “Add Manually” and “Scan Receipts”

        • Inventory: Add photo

          • Photo 

          • A bit confusing as to the importance 

          • Leave as is right now

          • Research: What photo do you think you’ll be adding?

        • Green tabs (“View All”)

          • All first letters in each word should be capitalized

          • Underline to indicate hyperlink

        • Budget Check → “Set Your Monthly Budget”

          • Allow options for “Yearly Budget” or “Weekly Budget”

          • Calculate weekly or monthly budget, and then have a section where it can be calculated in the span of a year

          • Consider “Here are your past monthly budgets”

          • Research: Ask users if they would prefer to budget monthly or weekly

          • Changing budget? Allow them to change it once a month

        • Shopping Lists

          • Names are editable - LOL CRASHOUT

          • Apple notes - press and hold to drag and reorder items on the list?

          • Backend and Frontend create linkage for list feature

          • Scope creep unless we finish our main flow

          • Probably should be an “X” on the right side, separate from checking it off

        • Navigation bar

          • Increase bottom space since “Home” and “Profile” look cramped

      • Inventory

        • “Add Item Manually” → Miscellaneous

          • Currently doesn’t have a background as a design choice

          • Slightly darker to match intensity of icon and other categories

        • Inventory categories (e.g.: Produce, Bread)

          • Slightly darker to match intensity of icon and other categories

          • Scope creep

        • Drop down language

          • Change to “Newest First” and “Oldest First”

        • Chomp and Toss Animation?

          • Branding shouldn’t be shame-based, it should just be encouraging and make them want to use it

          • Test with users: how does this make you feel?

      • Scan

        • *See feedback above

      • Metrics

        • Biggest portion with feedback

        • Make the x-axis more intuitive?

          • Only shows 7 days at a time – you have to scroll to view more

        • Year view? As a new years resolution

          • Scope creep

        • Calendar 

          • Bar as a background instead of circles

          • Darker color: Lighter green? Just darker than what it is currently since we can’t see the color on the monitor

        • Dates → “November 23 – November 30”

          • Increase gap between the section

          • Font weight is heavy

            • Black got changed to dark gray

        • Research: figure out information, metrics, and graphs to be shown

          • Do research on what’s already on the market?

            • Did research with users, and some things were only mentioned occasionally

            • This is the graph we’re going to show

            • Make decisions on what to change and hand off those insights to design with concrete changes

              • Less time spent with design going back and forth, if research finalizes changes

        • References

    • Profile

      • Section headings should be lighter font color

      •  “View All” button

        • Underline to indicate hyperlink

      • Swipe tabs could use more top and bottom padding

    • Critical Path 1: Add Item >> Upload Receipt/Manual Upload

    • Critical Path 2: Interact with Inventory Screen

    • Critical Path 3: Budget Setting

    • Critical Path 4: Interact with Metrics Screen


All-hands Meeting: (01/13/26) | 1 hr

  • Attendees: All team members present and on time

  • Meeting Agenda:

    • Agenda

      • General Updates

      • Design

      • Research

      • Development

      • Content

    • General Updates

      • Update your section and Jira tasks (5 min)

      • Update Jira for next sprint

        • Gantt Chart/Timeline

      • Status Post 04 FAH - Status Posts

        • Due Next Monday, Jan 19th @ 11 PM

    • Design

      • Closed Tasks

        • Home: Change “Scan” to “Add” in Navigation Bar✅


    • Shopping Lists: Press and hold to drag and reorder items✅

    • Navigation Bar: More bottom space → “Home” and “Profile” look cramped✅

    • Updated background color of categories (bread, produce, misc)

    • Open Tasks

      • Inventory Photo: @Research, what photo will you be adding?‼️

        • “A bit confusing as to the importance”

        • Manual Upload Screen >> thought it meant to add an additional receipt

      • Shopping Lists: Probably should be an “X” on the right side‼️

        • Instead of placing an X, should we consider consistent styling with swiping left to "Toss"? In this context, users would swipe left to “Remove”. Yes to this suggestion!


    • Web app layout (if look good, all other screen will be updated later today)

      • UI of android and Apple web browser look similar


    • Fei: will be done tonight. Promise !! …

      • Metrics pages

      • Budget on home screen 

      • Profile: swipe tabs could use more top and bottom padding

    • To Do

      • Fix bug, prototype is not working cause of word changing

    • Research

      • Closed Tasks

        • UI Research for Budget Setting + Metrics FAH - UI Research

          • Findings are being integrated by Fei for the Metrics Page

      • Open Tasks

        • Hifi Usability Testing Script

          • Ask users what photo they think they will be adding

      • To Do

        • Numbers for the metrics screen (what is the average weekly/monthly budget, translate those numbers)

        • Hifi Script 

        • Hifi Testing 

        • Hifi Findings 

    • Development

      • Closed Tasks

      • Open Tasks

      • To Do

        • DUE: AIM FOR ALPHA BY END OF WEEK 3

          • Save metrics screen for last*

          • Discussion points for Dev Meeting:

            • Will we be implementing research changes after this week?

            • Stick to the original/current high fidelity prototype or wait for full research changes?

        • Ensure proper padding for web-app (browser top and bottom safari)

        • Begin front-end

        • Create the Jira Tasks 

        • Database organization

        • Planning out functions for each page

        • Starting with the homescreen development

          • Move on to other pages' development

    • Content

      • Closed Tasks

      • Open Tasks

      • To Do

        • Add

          • Yi Huan's screenshots

          • New UI research doc

          • Sketches for Metrics ✅

    All-hands meeting: (01/18/26) | 1 hr

    • Attendees: Yi Huan, Yen, Fei, Maria, Reuben (Sreeja asynch)

    • Meeting agenda:

      • Agenda

        • General Updates

        • Design

        • Research

        • Development

        • Content

      • General

      • Design

        • Closed Tasks

          • The prototype is working - should be good and ready for testing

          • Changes have been made based on the last run through

        • Open Tasks

          • Fei: 

            • Metrics pages

              • Consulting w/ full team for: 

                • Budget progress bar 


                • Charts/graphs 


            • Budget on the home screen yangyihuan4@gmail.com I think you took over some of this part? 

              • We said it would be set to monthly. My challenge is how this appears on the daily/weekly/annual view

            • Profile: Swipe tabs could use more top and bottom padding (Maria)

        • To Do

          • Metrics screen (finish by today)

          • Budg- change $200 to $400 on budget screen

      • Research

        • Closed Tasks

          • UI Research for Metrics

          • UI Research for Budget Setting 

        • Open Tasks

          • Hi-Fi Usability Testing Script (waiting to finalize)

            • FAH - Hi-Fidelity Script

            • Design Team look over

            • All other screens ready for testing

              • Waiting on metrics finalization (Fei)

              • Waiting on budget setting finalization (Yen)

        • To Do

          • Hi-Fi Usability Testing - (1/25 - Sunday)

          • Hi-Fi Usability Findings (1/27 - Next Tuesday)

      • Development

      • Content

        • Closed Tasks

        • Open Tasks

        • To Do

          • Add

            • Yi Huan's screenshots

            • New UI research doc

            • Sketches for Metrics ✅

          • ^ hoping to have all of this added by end of the day on Monday (1/19)


Design Meeting: (01/07/26) | 0.5 hr

  • Attendees: Yen, Fei, Maria

  • Meeting Agenda:

    • Discuss meeting time

      • Wednesdays at 9 PM

    • Start implementing changes to hi-fi prototype

      • Each team member pick a section to work on

      • Yen 

      • Fei

      • Maria – Completed! Please refer to the Figma file for details.

      • Complete by Tuesday 01/13

    Changes:

    • Change layout from phone mockup to webapp

    • Change heading size

    • Home

      • Scan → Add button✅

        • On click, 2 options show: “Add Manually” and “Scan Receipts”

      • Inventory: Add photo

        • Photo 

        • A bit confusing as to the importance 

        • Leave as is right now

        • Research: What photo do you think you’ll be adding?

      • Green tabs (“View All”)

        • All first letters in each word should be capitalized

        • Underline to indicate hyperlink

      • Budget Check → “Set Your Monthly Budget”

        • Allow options for “Yearly Budget” or “Weekly Budget”

        • Calculate weekly or monthly budget, and then have a section where it can be calculated in the span of a year

        • Consider “Here are your past monthly budgets”

        • Research: Ask users if they would prefer to budget monthly or weekly

        • Changing budget? Allow them to change it once a month

      • Shopping Lists (scope creep)

        • Apple notes - press and hold to drag and reorder items on the list?

        • Backend and Frontend create linkage for list feature

        • Scope creep unless we finish our main flow

        • Probably should be an “X” on the right side, separate from checking it off

      • Navigation bar

        • Increase bottom space since “Home” and “Profile” look cramped

    • Inventory

      • “Add Item Manually” → Miscellaneous

        • Currently doesn’t have a background as a design choice

        • Slightly darker to match intensity of icon and other categories

      • Inventory categories (e.g.: Produce, Bread) - done

        • Slightly darker to match intensity of icon and other categories

        • Scope creep

      • Drop down language - done

        • Change to “Newest First” and “Oldest First”

      • Chomp and Toss Animation? - in progress

        • Branding shouldn’t be shame-based, it should just be encouraging and make them want to use it

        • Test with users: how does this make you feel?

    • Metrics

      • Biggest portion with feedback

      • Make the x-axis more intuitive?

        • Only shows 7 days at a time – you have to scroll to view more

      • Year view? As a new years resolution

        • Scope creep

      • Calendar 

        • Bar as a background instead of circles

        • Darker color: Lighter green? Just darker than what it is currently since we can’t see the color on the monitor

      • Dates → “November 23 – November 30”

        • Increase gap between the section

        • Font weight is heavy (done)

          • Black got changed to dark gray

      • Research: figure out information, metrics, and graphs to be shown

        • Do research on what’s already on the market?

          • Did research with users, and some things were only mentioned occasionally

          • This is the graph we’re going to show

          • Make decisions on what to change and hand off those insights to design with concrete changes

            • Less time spent with design going back and forth, if research finalizes changes

    • Profile

      • Section headings should be lighter font color ✅

      •  “View All” button ✅

        • Underline to indicate hyperlink ✅

      • Swipe tabs could use more top and bottom padding


Research Meeting: (01/09/26) | 1.5 hrs

  • Attendees: Sreeja, Yi Huan, Fei

  • Meeting Agenda:

    • Agenda

      • Home - Budgeting UI Research due Sunday 1 pm

      • Metrics UI Research – due Sunday, 1 pm

      • Testing Timeline - research will 

      • Design Team Updates

      • User Research Points

      • Hi-Fi Usability Testing Script

      • Action Items

    • Metrics Page - Fei will be handling the design of the metrics screen

    • User Research Points

      • Home

        • Inventory: Add photo button on manual upload screen

          • Research: What photo do you think you’ll be adding?

        • Budget Check → “Set Your Monthly Budget”

          • Allow options for “Yearly Budget” or “Weekly Budget”

          • Calculate weekly or monthly budget, and then have a section where it can be calculated in the span of a year

          • Consider “Here are your past monthly budgets”

          • Research: Ask users if they would prefer to budget monthly or weekly

          • Changing budget? Allow them to change it once a month

      • Metrics

        • Research: figure out information, metrics, and graphs to be shown

          • Do research on what’s already on the market?

            • Did research with users, and some things were only mentioned occasionally

            • This is the graph we’re going to show

            • Make decisions on what to change and hand off those insights to design with concrete changes

              • Less time spent with design going back and forth, if research finalizes changes

    • UI Research 

      • Home

      • Metrics

        • Mint Mobile 

        • Apple Health

        • Strava

        • Rocket Money

      • If stumped in the design process, even with inspiration and research, go through the script for the Metrics screen for further resources on 

      • Finalize findings by Sunday @ 1 PM

        • Fei will take the findings and create the changes

        • Claim specific apps?

        • Note repeated concepts (more validation for design changes)

      • UI Research Folder to input findings

      • Week 1 Home and Metrics Findings

    • Testing Timeline

      • Hi-Fi Testing: 1/13 - 1/20

      • **The pace for research has been 1 week to write the script, interview, and analyze findings

    • Usability Testing Script

      • Should make the script shorter; audit portions where we ask less questions and still get enough feedback 

        • Anything that stood out to you positively, negatively, or anything that can be improved?

    • Consider pushing out a secondary screener survey to collect quantitative data – Get graphs

    • Action Items

      • Meeting next Tuesday 7-8 PM, and Wednesday, 6-7 PM, following that

      • Finalize a testing timeline to determine when each part of the research/ testing should be complete

      • Finalize findings by Sunday @ 1 PM

      • Usability Testing Script Changes will be done in next meeting

      • Testing will be done that ongoing week


Research Meeting: (01/13/26) | 1 hr

  • Attendees: Sreeja, Yi Huan, Fei

  • Meeting Agenda:

    • Agenda

      • Done

        • UI Research for Metrics Screen

      • Open

        • UI Research for Budget Setting (Yi Huan)

        • Hi-fi Usability Testing Script (All by 1/14 6 PM) 

        • Status Post 04 (All by Sat 6 PM)

        • Update Jira Tasks (Yi Huan by Sat 6 PM)

      • New

        • Hi-fi Usability Testing 

        • Hi-fi Usability Findings

    • Hi-fi Usability Testing Script

      • General things

        • Work in DRAFT 2 tab and make direct changes to the document (no comments/suggestion mode)

        • Language surrounding “scan receipts” needs to be changed to “add items to inventory”

    • Research Questions from Repositioning Meeting

      • Research Questions from Repositioning Meeting: 

        • Home

          • Home>> Add Item Manually >> Add photo

            • Research: What photo do you think you’ll be adding?

          • Budget Check → “Set Your Monthly Budget”

            • Allow options for “Yearly Budget” or “Weekly Budget”

            • Calculate weekly or monthly budget, and then have a section where it can be calculated in the span of a year

            • Consider “Here are your past monthly budgets”

            • Research: Ask users if they would prefer to budget monthly or weekly

            • Changing budget? Allow them to change it once a month

        • Inventory

          • Inventory categories (e.g.: Produce, Bread)

            • Slightly darker to match intensity of icon and other categories

            • Scope creep

            • Research: ask users about the visibility and readability of the inventory icons

          • Chomp and Toss Animation?

            • Branding shouldn’t be shame-based, it should just be encouraging and make them want to use it

            • Test with users: how does this make you feel?

        • Metrics

          • Biggest portion with feedback

          • Make the x-axis more intuitive?

            • Only shows 7 days at a time – you have to scroll to view more

          • Year view? As a new years resolution

            • Scope creep

          • Calendar 

            • Bar as a background instead of circles

            • Darker color: Lighter green? Just darker than what it is currently since we can’t see the color on the monitor

          • Dates → “November 23 – November 30”

            • Increase gap between the section

            • Font weight is heavy

              • Black got changed to dark gray

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Contact

Yi Huan Yang

Project Manager

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