FIGR / UI TEMPLATE

Budget Planner

Plan monthly budgets, compare spending to category limits, spot overspending, and carry remaining money forward.

This analytics reference covers consumer finance. Its sample screen includes Housing and Food & dining and the Edit budget action. Adapt its workflow to your product and design system.

Budget Planner

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At a glance

Screen

Analytics

Primary action

Edit budget

Pattern

Budget planner

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The budget planner screen supports “Edit budget” while keeping overview and categories in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Edit budget
  • Main area: Overview brings the user to the relevant workflow
  • Related area: Categories keeps nearby context accessible
  • Budget: 8.2k in the sample screen
  • Spent: 5.6k in the sample screen
  • Example 1: Housing
  • Example 2: Food & dining

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Keep chart labels and time range visible while metrics refresh
  • Empty: Explain the chosen date range or filter has no data
  • Error: Identify missing or stale metric sources without implying zero activity
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Edit budget and say what happens next

Where it fits

Overview → Categories → Edit budget → Review result

Patterns in this screen

Budget planner, Overview, Categories, permission handling, error recovery

UX choices to review

Keep metric definitions, chart periods, and filter context visible together

In this example, Housing is one of the records worth checking. Keep the sample data clearly separate from a live system.

Show why numbers changed; distinguish delayed data from genuine zero values

Make a useful drill-down available before teams export or share findings

Try a similar screen in Figr

Design a budget planner screen for an existing consumer finance product. Use our actual design system, components, and content rules. Cover Overview and Categories, include believable records such as Housing, and make "Edit budget" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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