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.
Income vs. expenses
Six-month view ending in December 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.
Where it went in December 2025
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 | 42.81% | 3 | Create account |
| Travel | $860.00 | 17.20% | 3 | Create account |
| Groceries | $812.31 | 16.25% | 8 | Create account |
| Dining | $518.92 | 10.38% | 6 | Create account |
| Utilities | $336.80 | 6.74% | 3 | Create account |
| Transport | $202.38 | 4.05% | 1 | Create account |
| Subscriptions | $128.95 | 2.58% | 1 | Create account |