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 November 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

Nov 1 · Start of month

Sat, Nov 1 ↓ Apartment Rent

Paid

−$2140.00 · Demo Checking · Monthly

Expected Nov 1 · $2140.00 Actual Nov 1 · $2140.00

Create account to inspect activity

Mon, Nov 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Nov 3 · $3430.00 Actual Nov 3 · $3430.00

Create account to inspect activity

Wed, Nov 5 ↓ Streaming Bundle

Paid

−$42.99 · Demo Credit Card · Monthly

Expected Nov 5 · $42.99 Actual Nov 5 · $42.99

Create account to inspect activity

Mon, Nov 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Nov 17 · $3430.00 Actual Nov 17 · $3430.00

Create account to inspect activity

Tue, Nov 18 ↓ Software Subscription

Paid

−$73.97 · Demo Credit Card · Monthly

Expected Nov 18 · $73.97 Actual Nov 18 · $73.97

Create account to inspect activity

Nov 30 · End of month

Travel expenses

Six-month expense view ending in November 2025 for Travel only.

Selected month is highlighted in blue.

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

In $6420.00 Out $0.00

In $6420.00 Out $320.00

In $6740.00 Out $0.00

In $6550.00 Out $860.00

In $6420.00 Out $0.00

In $6860.00 Out $240.00

Where it went in November 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	56.60%	3	Create account
Groceries	$716.05	18.94%	8	Create account
Dining	$328.44	8.69%	6	Create account
Utilities	$309.22	8.18%	3	Create account
Transport	$174.16	4.61%	1	Create account
Subscriptions	$112.96	2.99%	1	Create account

Travel transactions

Sample expense transactions in November 2025.

Date	Account	Description	Amount
2026-02-15	Demo Checking	Weekend lodging deposit	$240.00