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 January 2026, 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

Jan 1 · Start of month

Thu, Jan 1 ↓ Apartment Rent

Paid

−$2140.00 · Demo Checking · Monthly

Expected Jan 1 · $2140.00 Actual Jan 1 · $2140.00

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Sat, Jan 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Jan 3 · $3430.00 Actual Jan 3 · $3430.00

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Mon, Jan 5 ↓ Streaming Bundle

Paid

−$42.99 · Demo Credit Card · Monthly

Expected Jan 5 · $42.99 Actual Jan 5 · $42.99

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Sat, Jan 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Jan 17 · $3430.00 Actual Jan 17 · $3430.00

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Sun, Jan 18 ↓ Software Subscription

Paid

−$73.97 · Demo Credit Card · Monthly

Expected Jan 18 · $73.97 Actual Jan 18 · $73.97

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Jan 31 · End of month

Daily spend timeline

Daily groceries totals for January 2026.

Month total

−$734.62

Busiest day · Jan 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 January 2026 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.

In $6420.00 Out $690.44

In $6420.00 Out $742.18

In $6740.00 Out $716.05

In $6550.00 Out $812.31

In $6420.00 Out $655.28

In $6860.00 Out $734.62

Where it went in January 2026

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	58.22%	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	$655.28	↓ $69.87 avg $725.15	17.83%	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.
Utilities	$298.73	↑ $5.83 avg $292.90	8.13%	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.
Dining	$296.48	↓ $98.58 avg $395.06	8.07%	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.
Transport	$166.20	↓ $22.18 avg $188.38	4.52%	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	$118.95	↑ $3.99 avg $114.96	3.24%	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 January 2026.

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