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 December 2025, 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

Dec 1 · Start of month

Mon, Dec 1 ↓ Apartment Rent

Paid

−$2140.00 · Demo Checking · Monthly

Expected Dec 1 · $2140.00 Actual Dec 1 · $2140.00

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Wed, Dec 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Dec 3 · $3430.00 Actual Dec 3 · $3430.00

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Fri, Dec 5 ↓ Streaming Bundle

Paid

−$42.99 · Demo Credit Card · Monthly

Expected Dec 5 · $42.99 Actual Dec 5 · $42.99

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Wed, Dec 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Dec 17 · $3430.00 Actual Dec 17 · $3430.00

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Thu, Dec 18 ↓ Software Subscription

Paid

−$73.97 · Demo Credit Card · Monthly

Expected Dec 18 · $73.97 Actual Dec 18 · $73.97

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Dec 31 · End of month

Daily spend timeline

Daily subscriptions totals for December 2025.

Month total

−$126.95

Busiest day · Dec 18 · $73.97

Hover for exact daily and month-to-date values. 3 active days · 3 transactions

Subscriptions expenses

Six-month expense view ending in December 2025 for Subscriptions only.

Selected month is highlighted in blue.

Hover for exact subscriptions expense values. Click a month to open it. Bars show only the selected category's expenses.

In $6420.00 Out $96.97

In $6420.00 Out $104.97

In $6740.00 Out $112.96

In $6550.00 Out $128.95

In $6420.00 Out $118.95

In $6860.00 Out $126.95

Where it went in December 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.

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	42.81%	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.
Travel	$860.00	↑ $623.33 avg $236.67	17.20%	3	Create account
Travel spending by month 6-month average: $236.67 $0 Sep $320 Oct $0 Nov $860 Dec $0 Jan $240 Feb Select a month to create an account and inspect activity.
Groceries	$812.31	↑ $87.16 avg $725.15	16.25%	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.
Dining	$518.92	↑ $123.86 avg $395.06	10.38%	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.
Utilities	$336.80	↑ $43.90 avg $292.90	6.74%	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.
Transport	$202.38	↑ $14.00 avg $188.38	4.05%	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	$128.95	↑ $13.99 avg $114.96	2.58%	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.

Subscriptions transactions

Sample expense transactions in December 2025.

Date	Account	Description	Amount
2026-02-05	Demo Checking	Streaming bundle	$42.99
2026-02-12	Demo Checking	Cloud storage	$9.99
2026-02-18	Demo Checking	Software subscription	$73.97