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

Monthly cash flow timeline

Expected paychecks and recurring charges for September 2025, 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

Sep 1 · Start of month

Mon, Sep 1 ↓ Apartment Rent

Paid

−$2140.00 · Demo Checking · Monthly

Expected Sep 1 · $2140.00 Actual Sep 1 · $2140.00

Create account to inspect activity

Wed, Sep 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Sep 3 · $3430.00 Actual Sep 3 · $3430.00

Create account to inspect activity

Fri, Sep 5 ↓ Streaming Bundle

Paid

−$42.99 · Demo Credit Card · Monthly

Expected Sep 5 · $42.99 Actual Sep 5 · $42.99

Create account to inspect activity

Wed, Sep 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Sep 17 · $3430.00 Actual Sep 17 · $3430.00

Create account to inspect activity

Thu, Sep 18 ↓ Software Subscription

Paid

−$73.97 · Demo Credit Card · Monthly

Expected Sep 18 · $73.97 Actual Sep 18 · $73.97

Create account to inspect activity

Sep 30 · End of month

Daily spend timeline

Daily utilities totals for September 2025.

Month total

−$276.41

Busiest day · Sep 6 · $132.78

Hover for exact daily and month-to-date values. 3 active days · 3 transactions

Utilities expenses

Six-month expense view ending in September 2025 for Utilities only.

Selected month is highlighted in blue.

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

In $6420.00 Out $284.90

In $6420.00 Out $251.35

In $6740.00 Out $309.22

In $6550.00 Out $336.80

In $6420.00 Out $298.73

In $6860.00 Out $276.41

Where it went in September 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.

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	56.57%	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	$690.44	↓ $34.71 avg $725.15	18.25%	8	Create account
Groceries spending by month 6-month average: $725.15 $690 Sep $742 Oct $716 Nov $812 Dec $655 Jan $735 Feb Select a month to create an account and inspect activity.
Dining	$382.11	↓ $12.95 avg $395.06	10.10%	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	$284.90	↓ $8.00 avg $292.90	7.53%	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.
Transport	$188.25	↓ $0.13 avg $188.38	4.98%	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	$96.97	↓ $17.99 avg $114.96	2.56%	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.

Utilities transactions

Sample expense transactions in September 2025.

Date	Account	Description	Amount
2026-02-06	Demo Checking	Electric utility	$132.78
2026-02-14	Demo Checking	Internet service	$89.00
2026-02-20	Demo Checking	Mobile phone plan	$54.63