Monthly review

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

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Month and category controls stay in the demo. Account-specific workflows unlock after sign-up.
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Monthly cash flow timeline

Expected paychecks and recurring charges for January 2026, 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

Income vs. expenses

Six-month view ending in January 2026, 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 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