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afadil / wealthfolio

A Beautiful Private and Secure Desktop Investment Tracking Application
https://wealthfolio.app
GNU Lesser General Public License v3.0
3.75k stars 170 forks source link

[UX] Unoptimized Onboarding Flow #47

Open neff opened 2 weeks ago

neff commented 2 weeks ago

As a user, when I am presented multiple options to interact with, I am expecting any of the options to be a valid choice. It seems that the onboarding flow for your app is a very strict "on rails" flow and there are multiple dead ends that bring the user back to the initial launch screen of the application.

The application launches into this screen

01-launch

It is very clear I should click the "Lets Get Started ->" button and it brings me to the expected screen to select my currency.

From here it goes becomes less clear what the next step should be

02-Options

The only valid choice is Accounts, however I have 6 choices on this screen, all with equal weight. It isn't clear if I should go to accounts, or if I can go to goals or appearance.. Or see what the chart, wallet, or clock-esqe icon do.

Any click outside of Accounts unexpectedly brings me back to the launch screen of the application, with the first step of picking my currency marked in green. The CTA isn't state aware, so it brings the user to the currency screen and leaves them in the choice paralysis loop they were stuck in before.

Recommendations

  1. Remove the invalid navigation options to have a more guided setup process to prevent dead ends for the user
  2. If that is not possible, make the CTA on the "home" screen state aware so it will bring the user to the next necessary step instead of always taking them to step 1 in account set up

I dont know if UX feedback is a valid thing to submit as an issue but I saw your post on HN and your software interested me. I am a UX person and I wanted to help as I could since I can't actually do PRs. Feel free to close or delete if this isn't somethign you want or isnt the right venue.

brainless commented 2 weeks ago

I too felt that I am being brought back to the launch screen from different pages. It is perhaps not by design but that this a work in progress. Waiting for thoughts from @afadil.