Monthly review

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

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Monthly cash flow timeline

Expected paychecks and recurring charges for September 2025, 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

Daily spend timeline

Daily groceries totals for September 2025.

Month total
−$734.62
Busiest day · Sep 22 · $325.14
Hover for exact daily and month-to-date values. 4 active days · 4 transactions

Groceries expenses

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

Selected month is highlighted in blue.
Hover for exact groceries expense values. Click a month to open it. Bars show only the selected category's expenses.
September 2025
+$5729.56
In $6420.00 Out $690.44
October 2025
+$5677.82
In $6420.00 Out $742.18
November 2025
+$6023.95
In $6740.00 Out $716.05
December 2025
+$5737.69
In $6550.00 Out $812.31
January 2026
+$5764.72
In $6420.00 Out $655.28
February 2026
+$6125.38
In $6860.00 Out $734.62

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.

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
 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.
$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.
$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.
$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.
$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
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$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.

Groceries transactions

Sample expense transactions in September 2025.

Date Account Description Amount
2026-02-03 Demo Checking Neighborhood Market $148.22
2026-02-09 Demo Checking Weekly grocery run $186.41
2026-02-16 Demo Checking Farmers market $74.85
2026-02-22 Demo Checking Bulk pantry restock $325.14