Actual Budget — Budget workspace demo

Finance & BankingSee it livedemo.actualbudget.org

A monthly budget table groups spending categories below a prominent remaining-to-budget figure.

Actual Budget — Budget workspace demo — captured interface — Viewport capture · opening screen

Public demo · 2026-09-08Open full image ↗

Why this pattern works

Align planned, spent, and remaining amounts by category so the budget can be reconciled row by row.

Design notes

Surface: Actual Budget — Budget workspace demo
Navigation: A dark sidebar separates budget, reports, schedules, and individual accounts.
Layout: A month selector and summary lead into aligned budgeted, spent, and balance columns.
Density: Dense numeric rows with visible category groups.
Color: Navy sidebar, pale gray workspace, and restrained purple and green highlights.
Type: Small sans-serif labels keep tools and content visually separate.
Pattern: Align planned, spent, and remaining amounts by category so the budget can be reconciled row by row.
States: The captured sample budget includes an optional onboarding callout. Later loading, error, and account-connection states were not tested.
Don't: Adapt the interface pattern with original content, branding, and data; do not infer behavior from a still image.

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Prompt text

# My project
[Describe the product, audience, and screen you want to improve]

Stack: Use the existing project stack
Task: Implement the interface and verify the result in the existing project.

## Tool guidance (Any AI tool)
Use available project tools to inspect, implement, and test. State any unavailable capabilities.

# Design reference: Actual Budget — Budget workspace demo
Source: https://demo.actualbudget.org/budget
Swipefile reference: https://swipefile.design/ref/ui-actual-budget/
Captured: 2026-09-08. This is a dated reference, not a claim about the current live product.
Capture scope: one viewport. Do not infer unseen page sections or a complete user flow.

## Objective
Adapt the interaction and layout patterns below to my project. Use my own content and identity. Do not reproduce logos, proprietary copy, or brand assets.

## Reference notes
- surface: Actual Budget — Budget workspace demo
- nav: A dark sidebar separates budget, reports, schedules, and individual accounts.
- layout: A month selector and summary lead into aligned budgeted, spent, and balance columns.
- density: Dense numeric rows with visible category groups.
- color: Navy sidebar, pale gray workspace, and restrained purple and green highlights.
- typography: Small sans-serif labels keep tools and content visually separate.
- pattern: Align planned, spent, and remaining amounts by category so the budget can be reconciled row by row.
- states: The captured sample budget includes an optional onboarding callout. Later loading, error, and account-connection states were not tested.
- dont: Adapt the interface pattern with original content, branding, and data; do not infer behavior from a still image.

Useful for: Align planned, spent, and remaining amounts by category so the budget can be reconciled row by row.

## Acceptance criteria
- Existing project conventions, design tokens, working functionality, and unrelated changes are preserved.
- Two or three reference principles clearly support the user's task; conflicts are resolved in favor of usability and the existing product.
- Reusable components and semantic HTML express the interface. Available licensed assets are used; important UI text is never rendered as a bitmap.
- Every visible control has a defined behavior. Loading, empty, error, success, disabled, and long-content states are specified where relevant. Demo data is clearly labeled.
- Navigation and content adapt at 375px, 768px, and 1440px without horizontal page overflow. Keyboard use, visible focus, labeled inputs, at least 44px touch targets, readable contrast, and reduced motion are supported.
- Verification distinguishes rendered behavior from proposals and identifies anything still requiring a backend or external service.

## Quality bar
Clear hierarchy, consistent spacing, restrained surfaces, and purposeful motion. Avoid decorative gradients, excessive cards, placeholder buttons, and invented metrics unless the project calls for them. Do not claim a feature is connected or tested without evidence.

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## Objective
Adapt the interaction and layout patterns below to my project. Use my own content and identity. Do not reproduce logos, proprietary copy, or brand assets.

Useful for: Align planned, spent, and remaining amounts by category so the budget can be reconciled row by row.

Actual Budget — Budget workspace demo

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