UI & UX design : WIN MyFinance

 This is a personal finance app that a user can quickly access his/her financial accounts such as bank accounts, stock accounts, home/car loans, and retirement account. I was asked to give the current design a facelift and provide some ideas that would help the user experience.In this particular case this is a windows forms application.

 

My mockups:  

The first thing needed was organizing each step and its functions. The user experience needed to stay all in on screen with no pop ups. The accounts summary became an option that would hold not only account information, but also the ability to add, edit and or remove new accounts.