Monthly review

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

Sample data preview
Month and category controls stay in the demo. Account-specific workflows unlock after sign-up.
Use your own data
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Utilities expenses

Six-month expense view ending in January 2026 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.

Where it went in January 2026

Category totals for the selected month. 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 % of expenses Transactions Drill-down
Housing $2140.00 58.22% 3 Create account
Groceries $655.28 17.83% 8 Create account
Utilities $298.73 8.13% 3 Create account
Dining $296.48 8.07% 6 Create account
Transport $166.20 4.52% 1 Create account
Subscriptions $118.95 3.24% 1 Create account

Utilities transactions

Sample expense transactions in January 2026.

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