Digital Receipt Wallet
Design a receipt inbox that collects retail purchases and makes returns, warranties, and expense lookup easier.
The brief
Understand the problem
Background
Paper receipts are easy to lose and difficult to search. Digital receipts can help, but shoppers may use different cards, emails, and retailers, and they need control over how purchase records reach the app.
User context
Cam buys equipment for both personal and freelance work. He needs to find a receipt months later, confirm the return deadline, and export selected purchases for bookkeeping.
Product problem
Receipts arrive from many sources with inconsistent detail. The interface must organize them without making incomplete or duplicate records look authoritative.
Objective
Design the receipt capture, inbox, detail, and export experience for a returning user.
What to design
Define the experience
Required experience
- Connect or choose a receipt delivery method
- Browse and search purchases
- Inspect itemized receipt details and return deadlines
- Categorize and export selected receipts
Screens and states
- Receipt inbox
- Receipt detail
- Add receipt
- Search and filters
- Export review
Core user flow
Follow the critical path
- 01
Cam receives a receipt from a participating retailer
- 02
He opens it and marks the purchase as a business expense
- 03
Months later he searches by merchant and date
- 04
He selects several receipts and exports them for bookkeeping
Product rules
Requirements and constraints
Requirements
- Show the source and import status of each receipt
- Detect likely duplicates without deleting either record automatically
- Support merchant, date, amount, category, and item search
- Keep return and warranty dates visible when available
Constraints
- Some receipts contain only a total
- Retailers use different tax and item formats
- Sensitive payment data must be masked
Reality check
States worth considering
Finish line
What to deliver
- Four to six mobile screens including a populated inbox and one imperfect-data state
Optional direction
Visual resources
Use these as a starting constraint if you want one. They are not part of the required solution.