Monthly review

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

Create account Sign in
Sample data preview
Month and category controls stay in the demo. Account-specific workflows unlock after sign-up.
Use your own data
Reset Newer month Older month

Monthly cash flow timeline

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

Edit timeline
Showing selected accounts only.
All accounts Demo Checking Demo Credit Card

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

↑ Income
↓ Recurring charges

Daily spend timeline

Daily dining totals for October 2025.

Month total
−$392.84
Busiest day · Oct 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 October 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.
September 2025
+$6037.89
In $6420.00 Out $382.11
October 2025
+$5968.40
In $6420.00 Out $451.60
November 2025
+$6411.56
In $6740.00 Out $328.44
December 2025
+$6031.08
In $6550.00 Out $518.92
January 2026
+$6123.52
In $6420.00 Out $296.48
February 2026
+$6467.16
In $6860.00 Out $392.84

Where it went in October 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.

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
$2140.00 — $0.00
avg $2140.00
 50.65% 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.
$742.18 ↑ $17.03
avg $725.15
 17.57% 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.
$451.60 ↑ $56.54
avg $395.06
 10.69% 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.
$320.00 ↑ $83.33
avg $236.67
 7.57% 3 Create account
Travel spending by month 6-month average: $236.67
$0 Sep $320 Oct $0 Nov $860 Dec $0 Jan $240 Feb
Select a month to create an account and inspect activity.
$251.35 ↓ $41.55
avg $292.90
 5.95% 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.
$214.70 ↑ $26.32
avg $188.38
 5.08% 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.
$104.97 ↓ $9.99
avg $114.96
 2.48% 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 October 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