FIGR / UI TEMPLATE

Savings Goals

Plan savings goals, automate contributions, track progress, forecast target dates, and rebalance funding across priorities.

This workspace reference covers consumer finance. Its sample screen includes Emergency fund and Japan trip and the Create goal action. Adapt its workflow to your product and design system.

Savings Goals

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At a glance

Screen

Analytics

Primary action

Create goal

Pattern

Savings goals

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The savings goals screen supports “Create goal” while keeping goals and transfers in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Create goal
  • Main area: Goals brings the user to the relevant workflow
  • Related area: Transfers keeps nearby context accessible
  • Saved: 28.4k in the sample screen
  • Goal progress: 64% in the sample screen
  • Example 1: Emergency fund
  • Example 2: Japan trip

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 Create goal and say what happens next

Where it fits

Goals → Transfers → Create goal → Review result

Patterns in this screen

Savings goals, Goals, Transfers, permission handling, error recovery

UX choices to review

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

In this example, Emergency fund 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 savings goals screen for an existing consumer finance product. Use our actual design system, components, and content rules. Cover Goals and Transfers, include believable records such as Emergency fund, and make "Create goal" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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