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 October 2025, 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

Oct 1 · Start of month

Wed, Oct 1 ↓ Apartment Rent

Paid

−$2140.00 · Demo Checking · Monthly

Expected Oct 1 · $2140.00 Actual Oct 1 · $2140.00

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Fri, Oct 3 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Oct 3 · $3430.00 Actual Oct 3 · $3430.00

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Fri, Oct 17 ↑ Acme Payroll

Received

+$3430.00 · Demo Checking · Biweekly

Expected Oct 17 · $3430.00 Actual Oct 17 · $3430.00

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Oct 31 · End of month

Daily spend timeline

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

Month total

−$4095.40

Busiest day · Oct 1 · $2140.00

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

Income vs. expenses

Six-month view ending in October 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.

In $6420.00 Out $3782.67

In $6420.00 Out $4224.80

In $6740.00 Out $3780.83

In $6550.00 Out $4999.36

In $6420.00 Out $3675.64

In $6860.00 Out $4095.40

Where it went in October 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.

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	50.65%	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	$742.18	↑ $17.03 avg $725.15	17.57%	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	$451.60	↑ $56.54 avg $395.06	10.69%	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.
Travel	$320.00	↑ $83.33 avg $236.67	7.57%	3	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.
Utilities	$251.35	↓ $41.55 avg $292.90	5.95%	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	$214.70	↑ $26.32 avg $188.38	5.08%	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	$104.97	↓ $9.99 avg $114.96	2.48%	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.