Product designer @ Receipt Wrangler

Web & Mobile App Design (2024~)

as receipt wrangler grew, so did its complexity. users wanted faster, way to access through mobile app but the original design couldn’t scale. I led a full redesign across mobile and web, with a focus on

  1. mobile-first workflows

  2. ai-powered scanning

  3. clearer group receipts

  4. better information architecture


i restructured the product from the ground up and introduced new design systems to support expansion, accessibility, and clarity.

redesigning for mobile-first approach and future-ready flexibility

BACKGROUND

Receipt wrangler was built for people who regularly split expenses roommates, friends, travelers, freelancers. they wanted something lighter than corporate tools, but still reliable. easy to use, and functional.

when I joined the open-source project, the backend was under development, but there was no interface that made the product approachable for everyday users.

Initial design 2021

  • The first public web release launched with a full user-facing interface, designed by me.

  • Open-source adoption grew — early contributors could now build off a clean design system

  • Laid groundwork for phase 2 features like ai quick scan, mobile experience, and quick-split logic

MY ROLE

build a design system for consistent status indicators, filters, and inputs

define user flows for uploading, splitting, and organizing receipts

create the first receipt dashboard, detail views, and group tracking features

Translate workflows into scalable UI

RESEARCH

Current flows and identifying friction

  1. The scan > edit > assign flow felt slow and scattered.

  2. New features (like receipt comments, ai scan, and multi-split logic) had been added reactively


so we stepped back and reframed the experience around speed, simplicity, and visibility.

  • mobile usage had overtaken desktop and the original layout wasn’t responsive

  • new features added like receipt comments, ai scan, and quick split

  • receipt sharing and itemization

  • users wanted more visibility into what they owed and why

Understanding Completitors

i started with a competitor audit and lightweight user interviews to understand what people were missing in existing tools.

We looked at apps like splitwise, expensify, monshare, tricount, and various self-hosted finance tools

very few tools supported itemized receipt tracking + group ownership

many platforms assumed a single payer and passive participants

Most tools didn’t have long term receipt management, split, share and itemization feature

users wanted better visibility into shared receipts, not just total amounts

With these findings approached Jobs-To-Be-Done clearly showed us that mobile application makes sense. Most users used smartphone camera or already had pdf document on their device to upload a receipt.

These insights helped us define a unique space for receipt wrangler:
 a tool built for shared use, transparent ownership, and flexible flows
with self-hosting.

Taking A Different Approach

DESIGN

Goal

Support Seamless Experience

create mobile app ux from scratch

developed an updated design system to support both platforms

Build for scale

Make uploads feel easy and flexible

redesigned the full web interface to align with the updated feature set

Build for clarity

collaborated with developers on layout, component logic, and mobile behavior

Current Design

Redesign

USABILITY TESTING

Testing the designs: Result samples

Test to see if the users can complete

  • Dashboard navigation — switching between group and personal views

  • Receipt upload — photo capture, PDF upload, and manual entry

  • AI-assisted itemization — scanning receipts and editing items

  • Filters & widgets — quick-glance summaries, date ranges, and member totals

  • Splitting & tracking — assigning costs, marking paid/unpaid

  • Dashboard felt more organized than the web version, but some testers missed hierarchy in widgets.

  • Receipt upload worked well, though Quick Add needed to be more prominent.

  • AI itemization saved time, but users expected confirmation after each edit.

  • Filters improved discoverability, but icons without labels slowed recognition.

  • Splitting was straightforward, but users wanted progress indicators for what was owed vs. settled

  • Manual itemization needs consideration to what could be split

Findings from Testings

FINAL DESIGN

Changes made after the Testing

  • Dashboard felt more organized than the web version, but some testers missed hierarchy in widgets.

  • Receipt upload worked well, though Quick Add needed to be more prominent.

  • AI itemization saved time, but users expected confirmation after each edit.

  • Filters improved discoverability, but icons without labels slowed recognition.

  • Splitting was straightforward, but users wanted progress indicators for what was owed vs. settled

  • Manual itemization needs consideration to what could be split

WHAT I LEARNED

Testing the full flow validated that the redesign worked better end-to-end.

Users described the mobile version as “faster, clearer, and easier to manage in real time”.

The improvements gave confidence for daily use whether splitting dinner with roommates or tracking business receipts.

APPENDIX

MOBILE

Filled

Add Receipt

Quick Split

QuickScan

Mobile App Prototypes

WEB

Groups

Dashboard

Add Receipt

DESIGN

Research indicates two predominant behaviors: many users prefer to immediately photograph receipts with their smartphones, fast image upload. input information, split and share.

Additionally, many others maintain digitized receipts in various storage solutions. To accommodate this, integrating functionality that allows for seamless import of receipts from existing digital repositories will enhance user convenience and encouraging broader adoption of the app.

  • Primary Navigation - Key tabs including Dashboard, Receipts, Groups, Payments, and Settings

  • Categories and tags

    • Receipts: Enhanced with filters for date, group, and tags, along with a quick search function

    • Groups: Tools for managing members and accessing group-specific receipt summaries on dedicated Dashboard

  • Seamless Transitions - smooth flow between tasks

  • Customization Options - Flexible dashboard widgets that users can personalize to fit their preferences


Userflow Happy Path

Server Connection - User Login - Group Creation - Widget creation inside of Group’s Dashboard - Create Receipts - Read Receipts


Ways-to-send-a-receipt-to-receipt-wrangler

Ways to send a Receipt to Receipt Wrangler

  1. Manual upload

  2. Send email with receipt as attachment (makes a draft)

Ways to upload a Receipt in Receipt Wrangler

  1. Add - Quick Scan - Autofills with default - manual entry

  2. Add - Receipt- Manual Entry

  3. Add - Receipt - Attach receipt - Magic fill

  4. Add - Receipt - Split to itemize- manual entry


Feature 1 : AI Quick Scan

Customizable AI Prompts

Hosts can tailor AI prompts for specific needs, such as setting payment methods and identifying payment owners by the last four digits of the card number on receipts

Automated Data Entry

  • AI scans and extracts receipt details (vendor, date, items, prices)

  • Reduces manual input time and reduce repetitive work

Open Source API Options (For now)

LLava: Integrates various applications for enhanced AI interactions.

ChatGPT: Provides robust natural language processing capabilities for detailed receipt management.


Feature 2 : Quick Split

Evenly

Dividing the total expense equally among all Wranglers

  • This default method streamlines the process for users who prefer straightforward and quick expense division.

  • A single tap applies the split, with clear visual feedback showing equal shares for each participant.

Evenly +

Builds on the even split by allowing slight adjustments to individual contributions.

  • Designed for scenarios where one participant covers an extra amount or contributes slightly more.

  • Users can tweak individual shares while the total remains balanced, with dynamic updates reflecting the changes.

%

Divides the expense based on percentages assigned to each participant.

  • Ideal for situations like shared projects or group purchases where contributions vary by proportional stake.

  • A slider or input field lets users set percentages, with real-time validation ensuring the total equals 100%.

Custom

Provides full control for users to manually allocate specific amounts to each participant.

  • Perfect for cases where contributions have been pre-determined or agreed upon in advance.

  • Each participant’s amount is entered directly, offering flexibility and precision.

Before Usability Testing

After Usability Testing

The design should make receipt management feel effortless while delivering the customized features necessary for effective financial tracking in both personal and business contexts.

  • simplify tasks like

  • uploading receipts,

  • splitting bills with friends,

  • tracking shared expenses

  • organizing receipts for personal budgeting

  • tax filing

  • Users using document tools to connect via API for easy import/export

Seamless UX

Quick Scan’s Input and Queue Process
When user sends a photo of the receipt to the hosted email, system(admin) set AI input will be filled in on “add receipts”. creating an effortless receipt filling experience.

Quick scan could fail due to many reasons. Adding a queue and streamline this process so that the User is be able to update and retry on the listed receipts without going back in and out of the receipt list.

QuickScan

Possibilitieis through card sorting, A/B testing, we finalized and settled with

Home - Receipts - Search - Add

Trials

1 Home - Search - Add - Receipts - Groups

2 Groups - Quick Scan/Add - Search

3 Search - Add - Group

4 Group - Receipts- Search - Add

5 Multi-level Navigation

  • Changed nav on Group’s Dashboard

    • Search - Add - Receipt

  • Changed nav on Create Receipt

    • image - Split - Quick Scan

Creating Navigation

USABILITY TESTING

  1. Usability

  • How easy is it for users to use the tool?

  • Are there any challenges or confusions encountered during use?

  1. Searchability Improvement

    • How effective is the receipt filter in improving the searchability of receipts?

    • Do users find what they are looking for quickly and accurately?

  2. Suggestions for Enhancement

    • What additional features or improvements do users suggest for the receipt filter to make their search experience more efficient?

  3. Customization and Usefulness

    • How do users find the process of creating and customizing widgets on the Group Dashboard?

    • Does the customization enhance their overall experience and meet their needs?

Cardsorting & A/B Testing I (Navigation)

Before Testing (Add)

After Testing II (Add)

Now: After Testing II (Split)

Before Testing (Split)

After Testing I (Split)

After Test Image

Now: After Testing II (Split)