DDemo mode · Sample data shown for preview. No real account is connected.
Transactions
Every movement, translated into meaning.
Total Spending
$3,942.68
↓ 8% vs last month
Income
$6,250.00
↑ 5% vs last month
Net Cash Flow
$2,307.32
This month
Transactions
128
This month
Date
Description
Category
Account
Amount
May 15, 2025
Whole Foods Market
Groceries
Frequent merchant
Groceries
Chase Checking
−$78.43
Whole Foods Market
May 15, 2025 · Groceries · Chase Checking
−$78.43
GroceriesFrequent merchant
May 14, 2025
Starbucks
Coffee
Frequent merchant
Coffee
Chase Checking
−$6.45
Starbucks
May 14, 2025 · Coffee · Chase Checking
−$6.45
CoffeeFrequent merchant
May 14, 2025
Salary Deposit
Employer
Income receivedRecurring
Income
Chase Checking
+$6,250.00
Salary Deposit
May 14, 2025 · Employer · Chase Checking
+$6,250.00
IncomeIncome receivedRecurring
May 13, 2025
Uber
Transport
Transport
Chase Credit Card
−$24.18
Uber
May 13, 2025 · Transport · Chase Credit Card
−$24.18
Transport
May 13, 2025
Netflix
Entertainment
RecurringPossible subscription
Entertainment
Chase Credit Card
−$15.49
Netflix
May 13, 2025 · Entertainment · Chase Credit Card
−$15.49
EntertainmentRecurringPossible subscription
May 12, 2025
Target
Shopping
Unusual spend
Shopping
Chase Checking
−$63.19
Target
May 12, 2025 · Shopping · Chase Checking
−$63.19
ShoppingUnusual spend
May 12, 2025
Transfer to Savings
Transfer
Goal contribution
Transfer
Chase Checking → Chase Savings
−$500.00
Transfer to Savings
May 12, 2025 · Transfer · Chase Checking → Chase Savings
−$500.00
TransferGoal contribution
May 11, 2025
Shell Gas
Fuel
Tax-review item
Transport
Chase Credit Card
−$42.37
Shell Gas
May 11, 2025 · Fuel · Chase Credit Card
−$42.37
TransportTax-review item
May 10, 2025
Spotify
Music
RecurringPossible subscription
Subscriptions
Chase Credit Card
−$11.99
Spotify
May 10, 2025 · Music · Chase Credit Card
−$11.99
SubscriptionsRecurringPossible subscription
May 9, 2025
Trattoria Roma
Dining
Dining
Chase Credit Card
−$68.40
Trattoria Roma
May 9, 2025 · Dining · Chase Credit Card
−$68.40
Dining
May 8, 2025
Square — Client Invoice
Side income
Income receivedTax-review item
Income
Chase Checking
+$850.00
Square — Client Invoice
May 8, 2025 · Side income · Chase Checking
+$850.00
IncomeIncome receivedTax-review item
May 7, 2025
Unknown POS
—
Needs category
Uncategorized
Chase Credit Card
−$19.00
Unknown POS
May 7, 2025 · — · Chase Credit Card
−$19.00
UncategorizedNeeds category
Showing 12 of 128 transactions