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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Showing selected accounts only.

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

Create account to inspect activity

Tue, Feb 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

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

Create account to inspect activity

Feb 28 · End of month

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. Click a category to focus the chart and inspect exact transactions.

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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	52.25%	3	Create account
Groceries	$734.62	17.94%	8	Create account
Dining	$392.84	9.59%	6	Create account
Utilities	$276.41	6.75%	3	Create account
Travel	$240.00	5.86%	1	Create account
Transport	$184.58	4.51%	1	Create account
Subscriptions	$126.95	3.10%	1	Create account

Travel transactions

Sample expense transactions in February 2026.

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