7 ✓ Picked 7b . New Stats tab: tabs become Home / Activity / Budgets / Stats / More (these are interactive, try tapping) Stats takes over the monthly review (
6e ). Always shows the current space. Choose one approach.
7a One long scroll: donut → calendar heatmap (tap slices, days, period)
Personal ▾
Stats {{ periodLabel }}
{{ t.label }}
SPENDING BY CATEGORY · tap a slice
{{ l.name }} {{ l.pct }} {{ l.amt }}
{{ selName }} {{ selAmt }}
{{ selPct }}
{{ x.n }} {{ x.a }}
nothing this period
see all in Activity →
DAILY SPENDING · September · tap a day
M T W T F S S
{{ dd.d }}
less
{{ dayTitle }} {{ dayTotal }}
{{ x.n }} {{ x.a }}
Home Activity Budgets Stats More
7b One chart at a time · the transactions below follow whatever you tap
Personal ▾ {{ periodLabel }}
{{ t.label }}
{{ t.label }}
{{ selName }}
{{ selAmt }} · {{ selPct }}
{{ l.name }}
spending per month · tap a bar
{{ b.m }}
{{ trendNote }}
where the money went out from · tap one
in a shared space this tab becomes
Members (
6h )
{{ listTitle }} {{ listTotal }}
{{ listCount }}
{{ lr.day }}
{{ lr.n }} {{ lr.sub }} {{ lr.a }}
no spending here
open in Activity with this filter →
Home Activity Budgets Stats More
7c Insight-led: what changed, then the charts
Personal ▾ September
You spent Rp 260rb more than August
Compare with last month
BIGGEST CHANGES
solid = Sep · dashed = Aug
Most spending falls on Saturdays . Health dropped to almost zero.
Categories Calendar Trend
each opens the full chart from
7b
Home Activity Budgets Stats More
Try next: "go with 7a " · "7b but with the insight headline from 7c " · "add a net-worth-over-time chart"
6 Unified app, part 2: budgets & planning, shared spaces, settings, admin portal (all in your picked style) Budgets & planning
Personal ▾
Budgets
25 Sep – 24 Oct · 26 days left
Food & Drink 1,38 / 1,5 jt
over 80% · alert sent
Edit budgets
Home Activity Budgets Stats More
Cancel Save
Monthly budgets
IDR · last month as hint
Groceries last 2,8 jt [ 3.000.000 ]
Food & Drink 1,7 jt [ 1.500.000 ]
Transport 650 rb [ 800.000 ]
Health [ — ]
Bills [ — ]
Owners only in shared spaces
push · Crest Food & Drink at 80% Rp 300.000 left, 26 days
← Budgets
THIS PERIOD −1.200.000
Dinner out −320.000
Café −180.000
Lunch −45.000
Change limit
← More
Goals
Bali trip 4,5 / 10 jt
by Mar 2027 · linked: Jago
Emergency fund 6 / 30 jt
manual contributions
+ New goal
6e Monthly review → replaced by the Stats tab
7b Personal ▾
‹ Aug Oct ›
September
6-month trend · bars
Home Activity Budgets Stats More
← More
Recurring
MONTHLY
Salary 25th · Mandiri +8.000.000
Phone plan 3rd · BCA −150.000
Savings ⇄ 26th · BCA→Jago 1.000.000
+ New recurring
editing asks: only this one / this and all future
● Offline new entries sync later
Coffee ⟳ waiting to sync −28.000
A new version is available
Reload
Add a financial account needed before your first transaction
Shared spaces
Based on
2n . Switch with the pill (see
5p )
Kitchen ▾
Kitchen fund · you: Owner
Rp 1.200.000
By category By member
TODAY
Vegetables by Jojo −180.000
From Hendra ⇄ +500.000
Top up from Personal
+
Home Activity Budgets Stats More
✕ today 12:40
Expense Income Refund Transfer
Kitchen fund · Kitchen ▾
Vegetables Meat Gas more
1 2 3 4 5 6 7 8 9 000 0 ⌫
Save to Kitchen
✕
New shared space
Everyone you invite sees everything in this space. Personal stays private.
Create
← Kitchen
Invite to Kitchen
Send invite
If this email belongs to a Crest user, they'll receive an invitation.
PENDING
maria@… 12 days left Cancel
Hendra invited you to Kitchen as a Member
You’ll see all Kitchen accounts, transactions and budgets. They can’t see your Personal space.
Accept
Decline
6m Members + space settings
← Kitchen
Kitchen settings
MEMBERS
Hendra (you) Owner
Jojo Member ▾
Andi Owner ▾
ME
Include in my totals
Notify when someone adds
Leave space
Delete space…
More & settings
The More tab
Personal ▾
More
Financial accounts ›
Categories ›
Recurring ›
Goals ›
Spaces ›
Exchange rates ›
Export data ›
Language · Currency · Theme ›
App lock · Install Crest ›
Delete my login & data
Home Activity Budgets Stats More
← More Personal
Categories
Expense Income
● Food & Drink ⋮
● Groceries ⋮
↳ Vegetables ⋮
● Transport ⋮
● Fees ⋮
● Gym (archived) ⋮
+ New category
← More
My exchange rates
private · base IDR · never fetched automatically
1 USD 16.200 · 12 Sep
1 SGD 12.100 · 2 Aug ⚠
1 EUR add rate
+ Add currency
← More
Export transactions
Include "added by"
Share / download CSV
← More
Delete my Crest login
Deletes your login + Personal space. Shared-space entries stay as "Former member". Can’t be undone.
Last Owner of Kitchen Hand over or delete it
Export my data first
Type your email to confirm
Delete everything
Super Admin portal (desktop)
Based on
2p : sidebar + table, inline actions. Never shows money or spaces
Crest admin Authenticator code _ _ _ _ _ _
Log in
use a backup code First time: set up 2FA QR code
backup: 8F2K-… 1QZ9-… 7TTM-… I saved these codes
Crest admin Overview Requests 4 Users Audit log
2FA ✓ · 28 min left Overview Needs attention
Invite expired Budi Resend
Email bounced tom@… Fix
4 requests waiting Review
Crest admin Overview Requests 4 Users Audit log
2FA ✓ · 28 min left Access requests Pending Approved Rejected
☐ Name Email Country Reason
☐ Dewi P. dewi@… ID friend of Rei Approve ✕
☐ Sari W. sari@… ID freelancer Approve ✕
☐ Tom K. tom@… NL — Approve ✕
tick several → Approve selected / Reject selected
Crest admin Overview Requests 4 Users Audit log
2FA ✓ · 28 min left Reject Tom K.? Internal note (never emailed)
They get a short polite email; can ask again after 30 days.
Crest admin Overview Requests 4 Users Audit log
2FA ✓ · 28 min left Users + New user
Name Email Status Last login
Dewi P. dewi@… Active today ⋯
Budi S. budi@… Invited · expired — Resend
Tom K. tom@… bounced — Fix
X Y. x@… Deactivated Jul ⋯
Crest admin Overview Requests 4 Users Audit log
2FA ✓ · 28 min left ← Users
Budi Santoso budi@example.com · Invited · created 2 Sep · last login —
Access Resend activation link
Send password reset
Edit name / email
Make Super Admin
Danger Deactivate
Delete permanently…
Crest admin Overview Requests 4 Users Audit log
2FA ✓ · 28 min left Audit log All actions ▾ Last 30 days ▾
When Who Action Target
29 Sep 10:02 Rei request.approve dewi@…
28 Sep 18:40 Rei user.deactivate x@…
27 Sep 09:12 Rei 2fa.backup_used —
20 Sep 22:00 system 2fa.reset (script) Rei
read-only · kept ≥ 1 year
Try next: "make it clickable, starting with 5c → 5o → 5t " · "polish the visuals" · "change 6h so …"
5 Unified app, part 1: getting in, onboarding, home, adding, accounts (all in your picked style) Rules from your picks
• Main screens (
2a ): space pill + avatar at the top · green
+ button · bottom tabs Home / Activity / Budgets / Stats / More
• Every add or transfer (
2d ): one sheet with type tabs, a big amount, field chips and a keypad
• Every list (
2g ): grouped by day with day totals and Upcoming pinned on top · swipe to delete
• Every limit or progress (
2j ): thin bar, red past 80% · shared spaces (
2n ): By category / By member toggle · admin (
2p ): sidebar + table with inline actions
Getting in
Invite-only: request access → admin approves → activate from email → log in → lock with Face ID or PIN
Request access
Crest is invite-only. Tell us who you are.
I accept the Privacy Policy and Terms
I'm 18 or older
Submit request
Have access? Log in
✓
We'll email you when your request has been reviewed.
Close
Crest
Forgot password?
Log in
No access yet? Request access
5d Activate (from email link)
Set your password
✓ 10+ characters
Activate
link valid 72 hours
5e Set up app lock (first login)
Lock Crest on this phone
Face ID / fingerprint
Use Face ID
Skip, PIN only
Crest PIN (backup, all devices) ● ● ● ● ○ ○
Hi Dewi
Face ID
●●○○○○
1 2 3 4 5 6 7 8 9 0 ⌫
Forgot PIN? Log in again
← Log in
Reset password
Send reset link
If this email belongs to a Crest user, we've sent a reset link.
5h Messages: link expired / used / suspended
Link expired Please contact the Crest admin for a new one.
Access suspended Please contact the Crest admin.
Onboarding
First login, about 2 minutes. Ends on Home with a hint pointing at +
5i 1 · Language + currency
Welcome to Crest
Base currency IDR · Rupiah ▾
Continue
5j 2 · Where do you keep money?
Where do you keep your money?
Cash wallet
Bank BCA, Mandiri…
E-wallet GoPay, OVO, PayPal…
Credit card
Skip for now
5k 3 · Add financial account
Add bank
Last 4 digits (optional) 1234
Add
Add another · Done
5l 4 · Money month + reminder
Your money month
Budget month starts on 25 (payday) ▾
Daily reminder to log
Continue
Add Crest to your home screen
1 · Share in Safari
2 · Add to Home Screen
3 · Add
Later
Stay on track
• daily reminder
Allow notifications
Not now
Home & activity
5o Home: net worth + accounts
Personal ▾
net worth
Rp 4.350.000
after upcoming: Rp 1.850.000
BANK 5.000.000
BCA ··1234 5.000.000
E-WALLET 250.000
GoPay 250.000
CREDIT CARD −1.200.000
BCA Visa −1.200.000
+
Home Activity Budgets Stats More
5p Space switcher (tap the pill)
Switch space + New shared space Personal ▾
search… ⚙ filters
Upcoming (1) · Rent 1 Oct −2.500.000
TODAY −73.000
Lunch GoPay −45.000
Coffee GoPay −28.000
MON 28 SEP +7.299.000
Client A Mandiri +7.500.000
Top up OVO ⇄ BCA→OVO 200.000
Admin fee BCA −1.000
+
Home Activity Budgets Stats More
Personal ▾
pharmacy ✕
This year Health Account ▾ Amount ▾
12 SEP −210.000
Kimia Farma BCA −210.000
2 AUG −85.000
Pharmacy Cash −85.000
Clear filters
Home Activity Budgets Stats More
5s Transaction detail / edit
← Activity 🗑 delete
−45.000
Food & Drink · Personal
Repeat
Save changes
shared space: shows "Added by / Edited by"; read-only for others’ entries
Adding money
Every entry uses the
2d sheet: type tabs, amount, field chips, keypad
✕ today 12:40
Expense Income Refund Transfer
🍜 Food Groceries Transport more
GoPay · Personal ▾ note
1 2 3 4 5 6 7 8 9 000 0 ⌫
Save
✕ today 12:40
Expense Income Refund Transfer
Salary Freelance Gift more
Mandiri · Personal ▾ repeat
1 2 3 4 5 6 7 8 9 000 0 ⌫
Save
5v Transfer (+ optional fee)
✕ today 12:40
Expense Income Refund Transfer
BCA ▾ →OVO ▾
+ fee 1.000 → "Fees" expense
1 2 3 4 5 6 7 8 9 000 0 ⌫
Save transfer
5w Transfer: two currencies
✕ Transfer
Expense Income Refund Transfer
PayPal USD →BCA IDR
Rate 16.200 (saved 12 Sep)
edit any two, the third is calculated
Save rate as my USD rate
Save transfer
✕ today 12:40
Expense Income Refund Transfer
Groceries Food more
linked: Groceries −850.000 · 26 Sep ✕
into BCA Visa ▾
1 2 3 4 5 6 7 8 9 000 0 ⌫
Save refund
Financial accounts
Opened from Home rows or More
Personal ▾
Financial accounts
BANK 5.000.000
BCA ··1234 5.000.000
E-WALLET 250.000
GoPay 250.000
PayPal USD $20 · add rate ⚠
CASH −50.000
Wallet −50.000
CREDIT CARD −1.200.000
BCA Visa owes 1.200.000
+ Add financial account
Home Activity Budgets Stats More
← Accounts ⋯ edit / archive
BCA Visa
Credit used 1,2 / 10 jt
available 8.800.000 · due 5 Oct
Pay bill
TODAY
Groceries +850.000
26 SEP
Refund · Groceries −150.000
Payment from BCA ⇄ −3.400.000
Continued in 6a –6y . Try next: "make this clickable" · "change 5o so …" · "polish the visuals"
4 Full screen inventory, part 2: settings, sharing, Super Admin portal Settings & maintenance
The "More" tab and everything under it
4a More / Settings hub · UJ-37
More
Financial accounts ›
Categories ›
Recurring ›
Goals ›
Spaces ›
Exchange rates ›
Export data ›
PREFERENCES
Language English ›
Base currency IDR ›
Theme · App lock · Install ›
Delete my login & data
Home Activity Budgets More
← More Personal
Categories
Expense Income
● Food & Drink ⋮
● Groceries ⋮
↳ Vegetables ⋮
● Transport ⋮
● Fees ⋮
● Gym (archived) ⋮
+ New category
Owners only in shared spaces
← More
My exchange rates
private to you · base IDR
1 USD 16.200 · 12 Sep
1 SGD 12.100 · 2 Aug ⚠ old
1 EUR add rate
used to convert net worth + budgets; Crest never fetches rates
4d Change base currency warning · FR-SET-4
Change IDR → SGD? Your Personal budgets will need review. We'll pre-convert them with your saved rates.
Groceries 3.000.000 → 248
Transport 800.000 → 66
Change & review
Cancel
← More
Export transactions
Include "added by"
Share / download CSV
import CSV with column mapping: Phase 2
4f Delete my login & data · UJ-08
← More
Delete my Crest login
Deletes your login + Personal space. Shared-space entries stay as "Former member". Can’t be undone.
You’re the last Owner of Kitchen Hand over or delete space
Export my data first
Type your email to confirm
Delete everything
Sharing
Create a space, invite people, set roles, choose what counts in my totals, leave or delete. Extends
2m –
2o 4g Create shared space · UJ-42
✕
New shared space
Everyone you invite sees everything in this space. Your Personal space stays private.
Create
next: add a financial account + invite
← Kitchen
Invite to Kitchen
Send invite
If this email belongs to a Crest user, they'll receive an invitation.
PENDING
maria@… · 12 days left Cancel
4i Accept invitation · UJ-43
invitation Hendra invited you to Kitchen as a Member
You’ll see all Kitchen accounts, transactions and budgets, and who added each one. Kitchen members can’t see your Personal space.
Accept
Decline
expires in 14 days
4j Members & roles · UJ-48, UJ-49
← Kitchen Owner
Members
Hendra (you) Owner
Jojo Member ▾
Andi Owner ▾
tap ▾: make Owner / make Member / remove
+ Invite
at least one Owner must remain
4k Space settings · FR-SPC-13/16
← Kitchen
Kitchen settings
Include in my totals
Notify me when someone adds
Leave space
Delete space…
delete asks you to type the name
4l Add in shared space (picker) · UJ-44
✕
ACCOUNT
KITCHEN Kitchen fund ✓ PERSONAL GoPay
CATEGORY · from Kitchen
Vegetables Meat Gas Snacks
Save to Kitchen
the space name is always shown so nothing lands in the wrong one
Super Admin portal (desktop)
Separate host with 2FA and a 30-minute timeout. Manages users and access only, never money. Pairs with
2p –
2r 4m Admin login + 2FA · UJ-15
Log in Authenticator code _ _ _ _ _ _
Log in
use a backup code First time: set up 2FA QR code
Backup codes 8F2K-… 1QZ9-… 7TTM-… I saved these codes
4n Users list · UJ-12, UJ-14
Crest admin Overview Requests Users Audit log
All Active Invited Deactivated
Name · emailstatus · last login
Dewi P. · dewi@… Active · today
Budi S. · budi@… Invited · link expired
Tom K. · tom@… Invited · bounced ⚠
X Y. · x@… Deactivated
4o User detail + actions · UJ-12–14
Crest admin Overview Requests Users Audit log
Budi Santoso budi@example.com · Invited · created 2 Sep · last login —
Access Resend activation link
Send password reset
Edit name / email
Make Super Admin
Danger Deactivate
Delete permanently…
type email to confirm No financial data or spaces are shown here (FR-ADM-17)
4p Create user directly · UJ-11
Crest admin Overview Requests Users Audit log
New user This email had a pending request. Creating will approve it instead.
Create & send activation
Cancel
Crest admin Overview Requests Users Audit log
Audit log All actions ▾ Last 30 days ▾
When · who action · target
29 Sep 10:02 · Rei request.approve · dewi@…
28 Sep 18:40 · Rei user.deactivate · x@…
27 Sep 09:12 · Rei admin.2fa.backup_used
20 Sep 22:00 · system admin.2fa.reset (script)
read-only · kept ≥ 1 year
4r Reject request dialog · UJ-10
Reject Tom K.? Internal note (optional, never emailed)
They get a short, polite email. They can ask again after 30 days.
Try next: "3 options for the admin user detail 4o " · "make 4g →4i a clickable flow" · "list any screens still missing"
3 Full screen inventory, part 1: access, onboarding, money, planning. One sketch per screen, mapped to journeys (UJ-xx) Access & identity
Invite-only: no sign-up and no Google/Apple login. Email + password, then passkey or PIN to unlock
Request access
Crest is invite-only. Tell us who you are.
I accept the Privacy Policy and Terms
I'm 18 or older
bot check
Submit request
Have access? Log in
3b Request received · UJ-01
✓
Your request has been received. We'll email you when it has been reviewed.
same message even if the email already exists (FR-REQ-4)
Close
Crest
Forgot password?
Email or password is incorrect.
Log in
No access yet? Request access
no Sign up, no social login
3d Activate login (from email) · UJ-03
Set your password
✓ 10+ characters
Activate
link expires 72 h after it was sent
3e Unlock (returning) · UJ-04
Hi Dewi
Face ID
● ● ○ ○ ○ ○
1 2 3 4 5 6 7 8 9 0 ⌫
Forgot PIN? Log in again
3f Set up app lock (first login) · UJ-04
Lock Crest on this phone
Face ID / fingerprint illustration
Use Face ID
Skip, PIN only
Also set a 6-digit Crest PIN as backup (works on all your devices)
3g Forgot password · UJ-05
← Log in
Reset password
Send reset link
If this email belongs to a Crest user, we've sent a reset link.
after reset: all other devices are logged out
3h Dead-end states · UJ-03 A1, UJ-07
Link expired This link has expired. Please contact the Crest admin for a new one.
Access suspended Your access has been suspended. Please contact the Crest admin.contact@…
Onboarding
First login: about 2 minutes to get ready to track real money. The Personal space already exists
3i Welcome: language + currency · UJ-16
Welcome to Crest
Base currency IDR · Rupiah ▾
suggested from your region; any ISO currency
Continue
3j Where do you keep money? · UJ-16
Where do you keep your money?
Cash wallet wallet, petty cash
Bank BCA, Mandiri, Chase…
E-wallet GoPay, OVO, PayPal…
Credit card amount you owe
Skip for now
3k Add financial account · UJ-16, UJ-32
✕ Bank
Add bank
Last 4 digits (optional) 1234
Add
then: "Add another?" list with Done
3l Budget day + reminder · UJ-16
Your money month
Budget month starts on 25 (payday) ▾
Daily reminder to log
Continue
Skip
3m Install guide (iPhone) · UJ-38
Add Crest to your home screen
1 · tap Share in Safari
2 · Add to Home Screen
3 · tap Add
Later
Android/desktop: one Install button instead
3n Allow notifications · UJ-38
Stay on track
• daily reminder to log
Allow notifications
Not now
if denied, alerts show inside Crest instead
Financial accounts & transactions
Rounds out the dashboard/add/list sketches in
2a –
2i 3o Financial accounts list · UJ-32
Personal Edit order
Financial accounts
Net worth 4.350.000
BANK · 5.000.000
BCA ··1234 5.000.000
E-WALLET · 550.000
GoPay 250.000
PayPal (USD) $20 · no rate ⚠
CASH · −50.000
Wallet −50.000
CREDIT CARD · −1.200.000
BCA Visa owes 1.200.000
+ Add financial account
Home Activity Budgets More
3p Credit card detail · UJ-20, UJ-21
← Accounts ⋯ edit / archive
BCA Visa
limit 10.000.000 · available 8.800.000
Due 5 Oct · reminder on
Pay bill
RECENT
Groceries +850.000
Refund · Groceries −150.000
Payment from BCA ⇄ −3.400.000
3q Transfer + fee · UJ-19, UJ-45
✕
Expense Income Refund Transfer
Fee (optional) 1.000 → saved as "Fees" expense
not counted as income/expense
Save transfer
3r Cross-currency transfer · UJ-22
✕ Transfer
Rate 1 USD = 16.200 (saved 12 Sep)
Amount received 1.620.000 IDR ✎
edit any two; the third is calculated
Save 16.200 as my USD rate
Save
✕
Expense Income Refund Transfer
linked to (optional) Groceries −850.000 · 26 Sep ✕
lowers Groceries spending; never income
Save refund
3t Transaction detail / edit · UJ-23
← Activity 🗑
Repeat
Save changes
recurring item → asks "Only this one / This and all future"
← More
Recurring
Salary monthly · 25th · Mandiri+8.000.000
Phone plan monthly · 3rd · BCA−150.000
Savings ⇄ monthly · 26th · BCA → Jago1.000.000
+ New recurring
created by the server even when your phone is off
3v Offline + sync states · UJ-25, UJ-39
● Offline showing saved data · new entries sync later
Coffee ⟳ waiting to sync −28.000
Lunch −45.000
A new version is available
Reload
Finish setup Add a financial account before saving your first transaction.
Planning & insight
Budgets set by Owners; goals; monthly review; net worth across currencies
Cancel Save
Monthly budgets
in IDR · last month shown as a hint
Groceries last 2,8 jt [ 3.000.000 ]
Food & Drink last 1,7 jt [ 1.500.000 ]
Transport last 650 rb [ 800.000 ]
Health [ — ]
Bills [ — ]
Some USD spending isn’t counted: add a rate
push · Crest Food & Drink at 80% Rp 300.000 left for 26 days
Food & Drink
biggest this period
Dinner out −320.000
Café −180.000
Adjust budget (Owner)
← More
Goals
Bali trip 4,5 / 10 jt · by Mar 2027 · linked: Jago Emergency fund manual · 6 / 30 jt
+ New goal
new: name, target, date, link a financial account
‹ Aug Oct ›
September
6-month spending trend · bars
by category · donut
LARGEST
Rent −2.500.000
Groceries −850.000
Home Activity Budgets More
Continued in 4a –4r (settings, sharing, admin). Try next: "turn onboarding 3i –3n into a clickable flow" · "3 options for 3o "
2 Crest, personal finance app (from the docs in crst): core phone screens + Super Admin portal Dashboard (Personal space)
Goal: see where money is right away, and add a transaction in 3 taps or fewer (NFR-7)
2a Net worth hero + accounts by type, bottom tabs
Personal ▾
net worth
Rp 4.350.000
after upcoming: Rp 1.850.000
BANK 5.000.000
BCA 5.000.000
E-WALLET 250.000
GoPay 250.000
CREDIT CARD −1.200.000
BCA Visa −1.200.000
+
Home Activity Budgets More
2b Budget-first: "left to spend" hero
Personal 25 Sep – 24 Oct
left to spend
2,2 jt
26 days left
≈ Rp 85.000 / day
Watch
Latest
Lunch · GoPay −45.000
Freelance · Mandiri +7.500.000
Home Activity + Budgets More
2c Swipeable space cards replace the switcher
Crest
Personal
Rp 4,35 jt
3 accounts · you only
spending by category · donut
Groceries 1.250.000
Food & Drink 1.380.000
swipe cards → whole screen changes space
− Expense + Income ⇄
Add transaction
Expense / income / refund / transfer. Target: under 10 s, picker shows the space each account belongs to (FR-CAT-4)
2d Keypad first, everything on one sheet
✕ today 12:40
Expense Income Refund Transfer
🍜 Food Groceries Transport more
GoPay · Personal ▾ note
1 2 3
4 5 6
000 0 ⌫
2e Two steps: pick category → amount
step 1 of 2 · expense
What was it for?
+ new
most used first · tap = step 2
step 2 preview
Rp 45.000
from GoPay · today
Income Refund Transfer
2f Type one line, Crest fills the fields
Quick add
45rb lunch gopay
Expense Rp 45.000 Food & Drink GoPay today
tap a chip to change it
Repeat a recent one
Coffee · GoPay 28.000
Top up OVO ⇄ 200.000
Groceries · Joint BCA Family 850.000
Transactions
Search and filters, an Upcoming section for future-dated items, and "Added by" in shared spaces
2g Day groups + Upcoming pinned on top
search notes, categories…
Upcoming (1) · Rent, 1 Oct −2.500.000
TODAY −73.000
Lunch GoPay −45.000
Coffee GoPay −28.000
MON 28 SEP +7.300.000
Client A Mandiri +7.500.000
Top up OVO ⇄ BCA→OVO 200.000
Admin fee BCA −1.000
swipe left = delete
Home Activity Budgets More
2h Filter-led with running total
This year ▾ Health ▾ Account ▾ Amount ▾
7 results −Rp 1.140.000
Kimia Farma12 Sep · BCA
−210.000 Pharmacy2 Aug · Cash
−85.000 Guardian19 Jun · GoPay
−130.000
Export CSV Save filter
2i Month calendar, tap a day
‹ September ›
M T W T F S S
1 2 3 4 5 6
7 8 9 10 11 12 13
… 29
darker = more spent · ● dot = income
Tue 29 −73.000
Lunch −45.000
Coffee −28.000
Home Activity Budgets More
Budgets
Monthly budget per category, period starts on the chosen day (e.g. payday), alerts at 80% and 100%
Budgets
25 Sep – 24 Oct · 26 days left
Food & Drink 1,38 / 1,5 jt
over 80% · alert sent
2k Envelope tiles, fill level = money left
Envelopes 26 days
tap an envelope to see its transactions · long-press to change the limit
Home Activity Budgets More
2l Pace chart, "on track?" answer
this period
You're Rp 310rb ahead of pace
spent line vs ideal pace line
Running hot
Food & Drink 92% · day 4
Groceries 42% · ok
3 more on track ▾
Home Activity Budgets More
Shared spaces
Switching spaces, spend by member, who added what, transfers between spaces (e.g. Hendra → Kitchen fund)
Switch space
Kitchen ✓
Owner · 2 members
1,2 jt Operations
Owner · 2 members
850 rb Invite: Family (from Rina) Accept
+ New shared space
2n Shared dashboard: spend by member
Kitchen ▾ you: Owner
By category By member
Latest
Vegetables by Jojo −180.000
From Hendra ⇄ +500.000
2o Member's view of someone else's entry
← Family read-only
Groceries
−850.000
Joint BCA · Sat 26 Sep 10:12
Added by Rina
Edited by Andi · 27 Sep
Note weekly shop
Only Owners and Rina can edit or delete this.
— shown beside it in the list —
From Andi ⇄his account is hidden
+1.000.000
Super Admin portal (desktop)
Access requests and users. Admins never see anyone's money or spaces (FR-ADM-17)
2p Sidebar + requests table
Crest admin
Overview Requests 4 Users Audit log
2FA ✓ · 28 min
Access requests Pending Approved Rejected
☐ Name Email Ctry Reason
☐ Dewi P. dewi@… ID friend of Rei Approve ✕
☐ Sari W. sari@… ID freelancer Approve ✕
☐ Tom K. tom@… NL — Approve ✕
tick several → Approve selected / Reject selected
2q Inbox split view: list + detail
Crest admin Requests (4) Users Audit
Dewi Pratiwi
dewi@example.com · Indonesia · consent ✓ · 18+ ✓
"Rei told me about this, I want to track where my salary goes."
no previous requests from this email
Approve & send invite Reject… J / K to move
2r Overview counts + user lookup first
Overview find user by name or email…
Needs attention Invite expired · Budi Resend
Email bounced · tom@… Fix
4 requests waiting Review
Recent audit you · approved dewi@… · 10:02 you · deactivated x@… · yday you · 2FA backup code used · Mon full log →
Try next: "go deeper on 2d + 2f for adding a transaction" · "wireframe onboarding + request access + unlock" · "combine the 2b dashboard with the 2c space cards"