UX BountyAssigned

Greep Pay — Savings Pots (Flex / Goal / Vault) UX Review

Greep Pay's Savings Pots let users set aside stablecoins for goals (rent, phone, emergency fund) and earn up to 10% APY, with optional auto-save via percentage-of-payment or round-up rules. Testers will create a pot from scratch, fund it, configure auto-save, and review the savings dashboard.

Required Evidence

1 item required

Screenshot

1. Screen recording of the full pot creation, funding, and auto-save configuration flow, covering the happy-path scenario plus at least 2 edge-case scenarios 2. Screenshots of each key step: pot type selection, pot creation, funded dashboard, pot settings, and one edge case 3. Email address of the registered test account used 4. Written answers to the specific questions for contributors 5. Any blocker encountered, with repro steps

Screenshots

Overview

Environment: production
Support Channel: https://greep-pay.gitbook.io/helpdesk/

Requirements

Features to Test

1. Pot type clarity — Is the difference between Flex, Goal, and Vault clear before creating a pot? Do the one-line descriptions ("Withdraw anytime," "Save for a set amount," "Lock funds for a time") set the right expectation?
2. Pot creation flow length — Does the number of steps/screens to create a pot feel appropriately quick, or is it longer than expected for a simple savings goal?
3. Lock Pot / unlock date UX — Is it clear what happens if you try to withdraw before the unlock date? Is the date picker easy to use?
4. Funding a pot — Is choosing a funding source (wallet vs card) clear? Does the amount entered match what lands in the pot?
Auto-Save: Percentage of Payment — Is the slider (1%–20%) easy to use? Does the example ("Ex. Spend $7.40 → Save $0.60") make the mechanic clear?
5. Auto-Save: Round-Up Payments — Is it clear this is a separate mechanism from Percentage of Payment? Can both be active at once without confusion?
6. Pot dashboard readability — Are balance, progress bar (e.g. "27% — $750"), and interest earned ("+ $90 This Month") easy to read at a glance across multiple pots?
7. Savings History — Is the funded/roundup activity log clear about what triggered each entry and when?
8. Editing settings after creation — Is it easy to find and change auto-save rules on an existing pot? Does the change take effect immediately or require confirmation?
9. Withdraw flow — For a Flex pot, is withdrawing straightforward? For a Goal/Vault pot before unlock, is the restriction explained clearly rather than just blocked silently?
10. Empty state vs populated state — Does the savings dashboard make sense both before creating any pots and after creating several?

Test Scenarios

New user: create a Flex pot → fund it → confirm balance updates on dashboard
New user: create a Goal pot with a goal amount and no lock → fund partially → confirm progress bar reflects correct percentage
New user: create a Vault pot with Lock Pot enabled and a future unlock date → attempt withdrawal before unlock date → check error copy and recovery
Edge: enable Percentage of Payment auto-save → make a payment elsewhere in the app → confirm the correct % lands in the pot
Edge: enable Round-Up Payments → make a payment with change → confirm the round-up amount lands in the pot and matches the example shown
Edge: enable both auto-save mechanisms on the same pot → confirm no double-counting or conflicting behavior
Edge: try to create a pot with no title or $0 goal amount → check validation and error copy
Edge: edit an existing pot's settings (change % slider, toggle round-up off) → confirm change is saved and reflected in next funding cycle
Edge: withdraw full balance from a Flex pot → confirm pot still exists and can be refunded, or is removed
Edge: lose network connection while funding a pot → check app behavior on reconnect

Target Profile

Languages: en, tr, fr
Device: Mobile Device

Steps to Follow

Navigation Path

1. Open the Greep Pay app and log in 2. From the Home screen, tap Savings (bottom nav or quick actions) 3. On the Savings / Everything screen, tap the Savings icon under Money, or tap + to start 4. On the Savings Pots intro screen, tap Continue 5. On Create Your First Pot, pick a type: Flex, Goal, or Vault 6. Enter a Title for your pot (e.g. "Phone," "Rent," "Emergency") 7. If Goal or Vault: enter a Goal Amount, select currency (USD), and optionally toggle Lock Pot with an unlock date 8. Tap Create 9. From the Savings dashboard, tap Add Money on your new pot 10. Choose funding source (Wallet) and confirm the deposit 11. Tap the settings/gear icon on the pot to open Pot Settings 12. Toggle Percentage of Payment auto-save and set a percentage via the slider 13. Toggle Round-Up Payments auto-save 14. Return to the Savings dashboard and review total balance, progress bar, and Activity log (Funded/Roundup entries) 15. Tap Withdraw on a Flex pot to test the withdrawal flow

Test Instructions

1. Record or screenshot each step 2. Run the happy-path scenario first, then run at least 2 edge-case scenarios from the list provided 3. Note any blocker with repro steps

Success Criteria

User completes pot creation and funding without dead ends Balances, progress bars, and interest earned match what's stated at each step Auto-save mechanics (percentage and round-up) behave as described in the in-app example Lock/unlock restrictions are enforced and clearly explained, never silently blocked

Questions You Must Answer

Where did friction exceed one tap?
Was the difference between Flex, Goal, and Vault clear before you committed to a type?
Did auto-save (percentage or round-up) behave the way you expected based on the in-app explainer?
Any accessibility blockers on your device?
What would you change before mainnet?

Conditions

Partial or No-Payment Conditions

Pay full USDC reward within 48 hours of approval in GrantFox. "Approved" means: all required scenarios completed, evidence (screen recording + screenshots) matches the steps actually performed, and success criteria are met or clearly noted as failed with repro steps. Partial pay (50%) if evidence is incomplete but the happy-path scenario is fully documented and at least one edge case is covered. No pay if: test account wasn't used, evidence is missing or doesn't match claimed steps, only the happy path was run with no edge cases attempted, or submission is copied/duplicated from another contributor. No pay if specific questions for contributors are left blank. Disputes on rejected submissions can be raised once with additional evidence before final decision.

Privacy & Security

Do not include sensitive information in videos or screenshots.
Do not use personal credentials or share private data in your submission.