Modal finance screen examples

Monarch

Dashboard where the user has opened the global search command palette over their financial overview widgets.

• Dashboard
• Stats

Secfi

Settings page where the user must enter an email confirmation code to verify their identity before permanently deleting their account.

• Account Settings
• Confirmation

Increase

Dashboard showing total account balance, a balance history chart over time, and a list of recent events, with a command palette open for global search.

• Dashboard
• Command Palette

Ramp

Marketing tool showing a success modal with a preview of the generated invoice after the user requested it via email.

Polar

Detail page for a purchased course with a side drawer open to change the subscription plan between available tiers.

• Pricing
• Checkout

Expensify

Home dashboard with a modal overlay where the user chooses between messaging a concierge or visiting the self-service help site.

• Help
• Confirmation

Stripe

API reference documentation for the Balance object where the user has opened the command palette to quickly navigate or search.

Compound Planning

Settings page where the user adds a new account member by filling out their personal details like name, contact info, and relationship in a modal overlay.

• Account Settings
• Team Management

Fey

Dashboard where the user monitors daily market performance, sector trends, and a personal stock watchlist in a side drawer.

• Dashboard
• Table

Copperx

Checkout page where the user selects a crypto wallet like MetaMask or Rainbow to pay 0.1 USDC for a T-Shirt.

• Checkout
• Payment Form

Angellist

Settings page where the user adds a new team member by entering their name, email, and selecting access permissions via a modal.

• Invite Teammates
• Roles & Permissions

Pipe

Settings page where the user must verify their email and password in a modal to disable two-factor authentication.

• Account Settings
• MFA