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 February 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

Feb 1 · Start of month

Sun, Feb 1 ↓ Apartment Rent

Paid

−$2140.00 · Demo Checking · Monthly

Expected Feb 1 · $2140.00 Actual Feb 1 · $2140.00

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Tue, Feb 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Feb 3 · $3430.00 Actual Feb 3 · $3430.00

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Thu, Feb 5 ↓ Streaming Bundle

Paid

−$42.99 · Demo Credit Card · Monthly

Expected Feb 5 · $42.99 Actual Feb 5 · $42.99

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Tue, Feb 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Feb 17 · $3430.00 Actual Feb 17 · $3430.00

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Wed, Feb 18 ↓ Software Subscription

Paid

−$73.97 · Demo Credit Card · Monthly

Expected Feb 18 · $73.97 Actual Feb 18 · $73.97

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Feb 28 · End of month

Daily spend timeline

Daily travel totals for February 2026.

Month total

−$240.00

Busiest day · Feb 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 February 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 February 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	52.25%	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	$734.62	↑ $9.47 avg $725.15	17.94%	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.
Dining	$392.84	↓ $2.22 avg $395.06	9.59%	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.
Utilities	$276.41	↓ $16.49 avg $292.90	6.75%	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.
Travel	$240.00	↑ $3.33 avg $236.67	5.86%	1	Create account
Travel spending by month 6-month average: $236.67 $0 Sep $320 Oct $0 Nov $860 Dec $0 Jan $240 Feb Select a month to create an account and inspect activity.
Transport	$184.58	↓ $3.80 avg $188.38	4.51%	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	$126.95	↑ $11.99 avg $114.96	3.10%	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 February 2026.

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