Monthly review

Explore a sample six-month review with mock finance data before creating an account.

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Monthly cash flow timeline

Expected paychecks and recurring charges for December 2025, reconciled with imported activity.

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Showing selected accounts only.
All accounts Demo Checking Demo Credit Card

Hover, tap, or focus a marker for event details.

↑ Income
↓ Recurring charges

Daily spend timeline

Daily travel totals for December 2025.

Month total
−$240.00
Busiest day · Dec 15 · $240.00
Hover for exact daily and month-to-date values. 1 active day · 1 transaction

Travel expenses

Six-month expense view ending in December 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.
September 2025
+$6420.00
In $6420.00 Out $0.00
October 2025
+$6100.00
In $6420.00 Out $320.00
November 2025
+$6740.00
In $6740.00 Out $0.00
December 2025
+$5690.00
In $6550.00 Out $860.00
January 2026
+$6420.00
In $6420.00 Out $0.00
February 2026
+$6620.00
In $6860.00 Out $240.00

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.

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
$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
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$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
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$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
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$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
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$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
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$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
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$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
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Travel transactions

Sample expense transactions in December 2025.

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