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

Chart expense filter

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Monthly cash flow timeline

Expected paychecks and recurring charges for February 2026, reconciled with imported activity.

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Showing selected accounts only.

All accounts Demo Checking Demo Credit Card

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

↑ Income

↓ Recurring charges

Dining expenses

Six-month expense view ending in February 2026 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 February 2026

Category totals for the selected month. 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	% of expenses	Transactions	Drill-down
Housing	$2140.00	52.25%	3	Create account
Groceries	$734.62	17.94%	8	Create account
Dining	$392.84	9.59%	6	Create account
Utilities	$276.41	6.75%	3	Create account
Travel	$240.00	5.86%	1	Create account
Transport	$184.58	4.51%	1	Create account
Subscriptions	$126.95	3.10%	1	Create account

Dining transactions

Sample expense transactions in February 2026.

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