Executive summary
One participant attempted to set up a recurring transfer. The task was completed on the third attempt. The main obstacle was the frequency control. Renaming that control is recommended.
Method and participants
P3, think-aloud, task: schedule a monthly transfer to a savings account.
Findings by severity
Critical — none observed.
Serious — P3 did not find where to set the frequency and abandoned the form twice. (appears in this excerpt)
Evidence: P3: "Where do I say every month? I only see a date." (appears in this excerpt)
Recommendation: label the control "Repeats".
Minor — P3 hesitated at the confirmation screen, re-reading the amount.
Recommendation: show the amount in the confirm button.
Positive observations
P3 found the account picker immediately: "Oh, that's obvious, good."