Monthly review

Explore a sample six-month review with mock finance data before creating an account.

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Sample data preview

Month and category controls stay in the demo. Account-specific workflows unlock after sign-up.

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Review month

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Monthly cash flow timeline

Expected paychecks and recurring charges for September 2025, reconciled with imported activity.

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All accounts Demo Checking Demo Credit Card

Hover, tap, or focus a marker for event details.

↑ Income

↓ Recurring charges

Sep 1 · Start of month

Mon, Sep 1 ↓ Apartment Rent

Paid

−$2140.00 · Demo Checking · Monthly

Expected Sep 1 · $2140.00 Actual Sep 1 · $2140.00

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Wed, Sep 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Sep 3 · $3430.00 Actual Sep 3 · $3430.00

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Fri, Sep 5 ↓ Streaming Bundle

Paid

−$42.99 · Demo Credit Card · Monthly

Expected Sep 5 · $42.99 Actual Sep 5 · $42.99

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Wed, Sep 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Sep 17 · $3430.00 Actual Sep 17 · $3430.00

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Thu, Sep 18 ↓ Software Subscription

Paid

−$73.97 · Demo Credit Card · Monthly

Expected Sep 18 · $73.97 Actual Sep 18 · $73.97

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Sep 30 · End of month

Daily spend timeline

Daily dining totals for September 2025.

Month total

−$392.84

Busiest day · Sep 23 · $181.87

Hover for exact daily and month-to-date values. 3 active days · 3 transactions

Dining expenses

Six-month expense view ending in September 2025 for Dining only.

Selected month is highlighted in blue.

Hover for exact dining expense values. Click a month to open it. Bars show only the selected category's expenses.

In $6420.00 Out $382.11

In $6420.00 Out $451.60

In $6740.00 Out $328.44

In $6550.00 Out $518.92

In $6420.00 Out $296.48

In $6860.00 Out $392.84

Where it went in September 2025

Category totals for the selected month. Expand a row to compare recent months, or click a category to focus the chart and inspect exact transactions.

Clear category focus

Hover for category totals, share, and transaction counts. Click a slice to focus that category.

Category	Total	Vs. 6-mo avg	% of expenses	Transactions	Drill-down
Housing	$2140.00	— $0.00 avg $2140.00	56.57%	3	Create account
Housing spending by month 6-month average: $2140.00 $2140 Sep $2140 Oct $2140 Nov $2140 Dec $2140 Jan $2140 Feb Select a month to create an account and inspect activity.
Groceries	$690.44	↓ $34.71 avg $725.15	18.25%	8	Create account
Groceries spending by month 6-month average: $725.15 $690 Sep $742 Oct $716 Nov $812 Dec $655 Jan $735 Feb Select a month to create an account and inspect activity.
Dining	$382.11	↓ $12.95 avg $395.06	10.10%	6	Create account
Dining spending by month 6-month average: $395.06 $382 Sep $452 Oct $328 Nov $519 Dec $296 Jan $393 Feb Select a month to create an account and inspect activity.
Utilities	$284.90	↓ $8.00 avg $292.90	7.53%	3	Create account
Utilities spending by month 6-month average: $292.90 $285 Sep $251 Oct $309 Nov $337 Dec $299 Jan $276 Feb Select a month to create an account and inspect activity.
Transport	$188.25	↓ $0.13 avg $188.38	4.98%	1	Create account
Transport spending by month 6-month average: $188.38 $188 Sep $215 Oct $174 Nov $202 Dec $166 Jan $185 Feb Select a month to create an account and inspect activity.
Subscriptions	$96.97	↓ $17.99 avg $114.96	2.56%	1	Create account
Subscriptions spending by month 6-month average: $114.96 $97 Sep $105 Oct $113 Nov $129 Dec $119 Jan $127 Feb Select a month to create an account and inspect activity.

Dining transactions

Sample expense transactions in September 2025.

Date	Account	Description	Amount
2026-02-07	Demo Checking	Friday dinner	$86.31
2026-02-13	Demo Checking	Coffee and lunches	$124.66
2026-02-23	Demo Checking	Birthday meal	$181.87