FIGR / UI TEMPLATE

Personal Finance Home

Give users one view of cash, spending, bills, goals, investments, and upcoming money events across linked accounts.

This workspace reference covers consumer finance. Its sample screen includes Salary deposit posted and Credit card due Friday and the Move money action. Adapt its workflow to your product and design system.

Personal Finance Home

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At a glance

Screen

Workspace

Primary action

Move money

Pattern

Personal finance home

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The personal finance home screen supports “Move money” while keeping home and accounts in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Move money
  • Main area: Home brings the user to the relevant workflow
  • Related area: Accounts keeps nearby context accessible
  • Net worth: 184k in the sample screen
  • Cash: 28.4k in the sample screen
  • Example 1: Salary deposit posted
  • Example 2: Credit card due Friday

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Preserve the page structure and explain what is still loading
  • Empty: Say why there are no records and offer a clear first action
  • Error: Explain what failed, keep entered work, and allow retry
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Move money and say what happens next

Where it fits

Home → Accounts → Move money → Review result

Patterns in this screen

Personal finance home, Home, Accounts, permission handling, error recovery

UX choices to review

Keep the primary record and next action visible while people explore details

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

Place ownership, progress, and related information beside the current task

Show the history and permission context that explain a change

Try a similar screen in Figr

Design a personal finance home screen for an existing consumer finance product. Use our actual design system, components, and content rules. Cover Home and Accounts, include believable records such as Salary deposit posted, and make "Move money" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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