# PRI-002 (REVISED) — Budget Planner UX Revamp Only

IMPORTANT

The previous implementation misunderstood the product direction.

REVERT any unnecessary Timeline redesign.

REVERT any unnecessary Dashboard redesign.

REVERT any unnecessary changes outside Budget Planner.

This initiative focuses ONLY on Budget Planner.

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DO NOT MODIFY

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Do NOT redesign:

- Couple Dashboard
- Wedding Insights
- Wedding Report
- Timeline Dashboard
- Timeline List Layout
- Timeline UX

The Timeline redesign from the previous implementation should NOT continue.

Timeline was already acceptable.

Only keep:

- Payment Category selector follows active categories.
- Timeline may optionally link to Budget Items.

Everything else should remain as before.

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PRIMARY OBJECTIVE

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Completely redesign the Budget Planner experience.

The Budget Planner still feels like an accounting application.

It should become a Wedding Budget Planner.

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PLANNING SETTINGS

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Planning Settings is correct.

Keep it.

Planning Settings contains only:

- Wedding Budget

- Active Wedding Categories

Nothing else.

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ACTIVE CATEGORY

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Checked categories appear in:

- Budget Planner
- Payment selector
- Dashboard summaries
- Insights
- Report

Unchecked categories stay hidden.

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DO NOT CHANGE TIMELINE

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Timeline remains exactly as previously designed.

Do NOT replace Timeline with another layout.

Do NOT redesign Timeline dashboard.

Do NOT redesign Timeline list.

Only ensure Payment entries can select active Budget Categories.

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BUDGET PLANNER

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THIS is the page that must change.

Current implementation is still too close to accounting.

Remove the ledger feeling.

Remove technical wording.

Remove unnecessary actions.

Each Budget Category becomes one planning card.

Example

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Venue

Budget

40.000.000

Deal

38.000.000

Paid

20.000.000

Remaining

18.000.000

Difference

+2.000.000

Vendor

Grand Empire

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Photography

Budget

15.000.000

Deal

17.000.000

Paid

5.000.000

Remaining

12.000.000

Difference

-2.000.000

Vendor

Dream Photography

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Summary

Total Budget

Total Deal

Total Paid

Remaining

Difference

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CATEGORY DETAIL

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Clicking a Budget Category opens its detail.

Display only:

Category

Vendor

PIC

Phone / WhatsApp

Budget

Deal Price

Paid

Remaining

Next Payment

Payment History

Notes

Nothing else.

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REMOVE FROM BUDGET

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Remove or hide unnecessary UI such as:

Expense terminology

Expense Dashboard

Expense Table

Expense List

Expense Description labels

Accounting wording

Category CRUD

Vendor Dashboard

Vendor Manager

Communication pages

Quotation pages

Duplicate buttons

Any UI that feels like ERP.

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PAYMENT

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Payment form should be simple.

Amount

Date

Notes

Save

No unnecessary accounting fields.

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SUCCESS

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The Budget Planner should feel like:

"I am planning my wedding budget."

NOT

"I am managing accounting records."

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DELIVERABLES

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Only report changes made to:

- Budget Planner
- Planning Settings
- Budget Detail

Do NOT report Timeline redesign.

Do NOT report Dashboard redesign.

Do NOT report Wedding Insights changes.

Focus exclusively on the Budget Planner experience.