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

Create account to inspect activity

Sat, Jan 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

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

Create account to inspect activity

Mon, Jan 5 ↓ Streaming Bundle

Paid

−$42.99 · Demo Credit Card · Monthly

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

Create account to inspect activity

Sat, Jan 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

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

Create account to inspect activity

Sun, Jan 18 ↓ Software Subscription

Paid

−$73.97 · Demo Credit Card · Monthly

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

Create account to inspect activity

Jan 31 · End of month

Subscriptions expenses

Six-month expense view ending in January 2026 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 January 2026

Category totals for the selected month. 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	% of expenses	Transactions	Drill-down
Housing	$2140.00	58.22%	3	Create account
Groceries	$655.28	17.83%	8	Create account
Utilities	$298.73	8.13%	3	Create account
Dining	$296.48	8.07%	6	Create account
Transport	$166.20	4.52%	1	Create account
Subscriptions	$118.95	3.24%	1	Create account

Subscriptions transactions

Sample expense transactions in January 2026.

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