177 screens · Screen Recording · recorded May 2025
FinanceSoft paywall · trial requiredpaywall: post signup pre valuepermissions firsttutorial demoannual default with trialone plan onlytestimonial heavyfeature list
1Welcome screen leads with signup. 'Let's do money better' and the only real actions are sign up with Apple or email, with a small 'demo mode' tucked in as the escape hatch. Pushing account creation before any value usually costs completion, but a finance app needs the account to hold your linked data, so the tradeoff is more defensible here than most.2Apple signup right at the top, before you've seen anything. Sign in with Apple is the lowest-friction way to do an upfront account since it's one tap and no password. Still worth testing how many people bail here versus letting them poke around demo mode first.3456789Face ID setup this early reads as a trust signal as much as a feature. You're about to hand over bank logins, so showing them the app locks behind your face first makes that ask feel safer.10Choose a starting point: start fresh, connect accounts, or import your Mint data. The Mint import is a direct migration play. Mint shut down and Copilot built a lane to scoop those users up with their history intact. Smart to surface it right at the fork.1112The bank-linking ask, the highest-friction moment in the whole flow. They wrap it in reassurance: 'read-only access', 'we don't sell or share your data', and a 'not ready to link yet? try demo mode' out. Putting the privacy copy right on the ask is the right call.1314Notification preferences done as interactive previews. Each type shows a real-looking notification ('You just got paid, $2,145 from Business Inc has been deposited') above a benefit-framed toggle. You're selling the notification by showing the payoff, not asking for a blanket yes. This is how you earn opt-ins.15The iOS system prompt fires right after those previews primed you on exactly what you'd get. Pre-framing the permission like that lifts the allow rate versus hitting people cold.1617181920212223242526272829303132333435Explainer on how Copilot classifies transactions (regular, income, transfers). It teaches the mental model before there's any data on screen. Useful for a finance app, but it's telling not showing. I'd test cutting it and surfacing these definitions inline once real transactions appear.3637383940414243The paywall. One plan, a year at $95 with a 1-month free trial, anchored as 'only $7.92 a month'. The 'Today / 7 days before / In a month' timeline spells out exactly when you'll be reminded and charged, which lowers the surprise-charge fear that stops trial starts. Editor's Choice badge up top and testimonials below for proof.444546474849505152535455565860616263646566676869Routes the purchase through Apple's native subscription sheet, double-click to confirm. Standard StoreKit handoff, nothing custom.717273747576777879808182838485868788899091929394Hit skip and they don't fully let go: 'you'll have a day to start your free trial after you complete the onboarding.' A softer second path for people not ready to commit at the wall, while keeping the trial as the destination.9596After the linking attempt they show a 'let's make sure these numbers are correct' summary and ask you to add monthly income. Confirming the data is a small investment that makes the setup feel like yours.9899100101102103104105106107108109110111112113114Post-paywall drops you onto the dashboard, but everything reads $0 because nothing's linked yet, with a persistent 'subscribe now to continue getting your data' banner. That's a blank-slate home with no aha moment. The empty state is the weakest beat in the flow. I'd seed it with demo data so the first thing you see is the product working.115116117118119120Coachmarks walking you through the spending chart one tooltip at a time. Fine for teaching the view, but they're landing on empty $0 charts. The lesson would hit harder over demo data that actually moves.121122123124125126127128129Referral offer baked into the dashboard: 'get 3 months free when 2 new users subscribe using your invite code.' Invites lower CAC, so worth having. Odd timing though, since this user hasn't subscribed yet. I'd hold the referral ask until they're a paying, activated user who actually likes the app.130131133134135136137138139140141142143144145146147148149150151152153154155156157158159160161162163164165166167168169170171172173174175176177
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