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
Reset Newer month Older month

Monthly cash flow timeline

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

Edit timeline
Showing selected accounts only.
All accounts Demo Checking Demo Credit Card

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

↑ Income
↓ Recurring charges

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.
September 2025
+$2637.33
In $6420.00 Out $3782.67
October 2025
+$2195.20
In $6420.00 Out $4224.80
November 2025
+$2959.17
In $6740.00 Out $3780.83
December 2025
+$1550.64
In $6550.00 Out $4999.36
January 2026
+$2744.36
In $6420.00 Out $3675.64
February 2026
+$2764.60
In $6860.00 Out $4095.40

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