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.
Use your own data
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Groceries expenses

Six-month expense view ending in February 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.

Where it went in February 2026

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 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

Groceries transactions

Sample expense transactions in February 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