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

Chart expense filter

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Monthly cash flow timeline

Expected paychecks and recurring charges for October 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

Oct 1 · Start of month

Wed, Oct 1 ↓ Apartment Rent

Paid

−$2140.00 · Demo Checking · Monthly

Expected Oct 1 · $2140.00 Actual Oct 1 · $2140.00

Create account to inspect activity

Fri, Oct 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Oct 3 · $3430.00 Actual Oct 3 · $3430.00

Create account to inspect activity

Sun, Oct 5 ↓ Streaming Bundle

Paid

−$42.99 · Demo Credit Card · Monthly

Expected Oct 5 · $42.99 Actual Oct 5 · $42.99

Create account to inspect activity

Fri, Oct 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Oct 17 · $3430.00 Actual Oct 17 · $3430.00

Create account to inspect activity

Sat, Oct 18 ↓ Software Subscription

Paid

−$73.97 · Demo Credit Card · Monthly

Expected Oct 18 · $73.97 Actual Oct 18 · $73.97

Create account to inspect activity

Oct 31 · End of month

Transport expenses

Six-month expense view ending in October 2025 for Transport only.

Selected month is highlighted in blue.

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

In $6420.00 Out $188.25

In $6420.00 Out $214.70

In $6740.00 Out $174.16

In $6550.00 Out $202.38

In $6420.00 Out $166.20

In $6860.00 Out $184.58

Where it went in October 2025

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	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

Transport transactions

Sample expense transactions in October 2025.

Date	Account	Description	Amount
2026-02-10	Demo Checking	Fuel station	$68.40
2026-02-19	Demo Checking	Transit reload	$48.00
2026-02-26	Demo Checking	Ride share	$68.18