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.

Review month

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Monthly cash flow timeline

Expected paychecks and recurring charges for September 2025, reconciled with imported activity.

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Showing selected accounts only.

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Hover, tap, or focus a marker for event details.

↑ Income

↓ Recurring charges

Each day's expense total across September 2025, with a running month-to-date line.

Month total

−$4095.40

Busiest day · Sep 1 · $2140.00

Hover for exact daily and month-to-date values. 18 active days · 18 transactions

Six-month view ending in September 2025, with net context layered on top. Expense series: All categories.

Selected month is highlighted in blue.

Hover for exact income, expense, and net values. Click a month to open it. Bars show income and expenses. The line shows net.

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.

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.