Redesigning financial account management
In Rocket Money, members link and manage financial accounts to get a full view of their financial health. I redesigned the linking experience to improve accessibility, clarity, and ease of use.
In Rocket Money, members link and manage financial accounts to get a full view of their financial health. I redesigned the linking experience to improve accessibility, clarity, and ease of use.
client
Rocket Money
role
Interface Design
before
after
design detail
Moved the primary “Add Institution” action from a small, hard-to-reach top row to a prominent bottom button—improving hierarchy and reachability.
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after
design detail
Restyled “Unlink” as a secondary link and “Add Account” as a primary button, better reflecting user priorities and reducing confusion.
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after
design detail
Removed unnecessary section headers and tightened grouping, since most users have only a few accounts per institution. Added icons for faster scannability, making it easier to identify accounts at a glance.
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after
reflection
I enjoyed analyzing the smallest details and exploring how they could compound into a more cohesive, intuitive experience. By focusing on clarity, hierarchy, and usability at every touchpoint, we turned a series of small improvements into a solution that feels dramatically better overall.
final design