Monthly review
Explore a sample six-month review with mock finance data before creating an account.
Sample data preview
Month and category controls stay in the demo. Account-specific workflows unlock after sign-up.
Groceries expenses
Six-month expense view ending in October 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.
Where it went in October 2025
Category totals for the selected month. 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 | % of expenses | Transactions | Drill-down |
|---|---|---|---|---|
| Housing | $2140.00 | 50.65% | 3 | Create account |
| Groceries | $742.18 | 17.57% | 8 | Create account |
| Dining | $451.60 | 10.69% | 6 | Create account |
| Travel | $320.00 | 7.57% | 3 | Create account |
| Utilities | $251.35 | 5.95% | 3 | Create account |
| Transport | $214.70 | 5.08% | 1 | Create account |
| Subscriptions | $104.97 | 2.48% | 1 | Create account |
Groceries transactions
Sample expense transactions in October 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 |