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Designing Financial Interfaces Print

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Interfaces handling money.

WHAT USERS NEED TO SEE

The exact amount, with currency Who is being paid What fees apply The resulting balance Confirmation before committing

WHAT TO DISPLAY PROMINENTLY

The recipient name, returned by verification.

WHY

It is the last opportunity to catch an error.

WHAT TO AVOID

Amounts without currency Ambiguous formatting Fees revealed after commitment Actions that cannot be cancelled with no warning

WHAT TO REQUIRE FOR IRREVERSIBLE ACTIONS

Explicit confirmation, showing all details.

WHAT TO NEVER DO

Pre-select the largest amount Make the confirming action easier than cancelling

WHAT TO SHOW DURING PROCESSING

Clear progress, and that closing the page is unsafe.

WHAT TO SHOW AFTER

An unambiguous result A reference What happens next, if anything

WHAT TO PROVIDE FOR FAILURES

A plain explanation What the customer's money is doing now What they should do

WHY THAT SECOND POINT

The first question after a failure is always where the money is.

WHAT TO TEST

On a modest phone, on poor connectivity, with a real user.


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