Monthly review

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

Create account Sign in

Sample data preview

Month and category controls stay in the demo. Account-specific workflows unlock after sign-up.

Use your own data

Review month

Chart expense filter

Reset Newer month Older month

Monthly cash flow timeline

Expected paychecks and recurring charges for January 2026, reconciled with imported activity.

Edit timeline

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

Daily spend timeline

Daily travel totals for January 2026.

Month total

−$240.00

Busiest day · Jan 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 January 2026 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 January 2026

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	58.22%	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.
Groceries	$655.28	↓ $69.87 avg $725.15	17.83%	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.
Utilities	$298.73	↑ $5.83 avg $292.90	8.13%	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.
Dining	$296.48	↓ $98.58 avg $395.06	8.07%	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.
Transport	$166.20	↓ $22.18 avg $188.38	4.52%	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	$118.95	↑ $3.99 avg $114.96	3.24%	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.

Travel transactions

Sample expense transactions in January 2026.

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