Dashboard
Sample data — Jan–Mar 2026
Total Income
$14,650.00
Total Spending
$8,226.65
Net Saved
$6,423.35
43.8% savings rate
Health Score
72/100
Grade C · Fair
Spending by Category
Monthly Trend
Subscriptions detected — $76.94/mo
We found 6 recurring subscriptions. That's $923.28/year — review which ones you actually use.
Netflix$15.99Spotify$10.99Amazon Prime$14.99Hulu$17.99Disney+$13.99Apple iCloud$2.99
Category Breakdown
Housing
49%$4,050.00
Groceries
11%$907.39
Shopping
11%$894.85
Utilities
6%$504.97
Food & Dining
6%$504.77
Insurance
4%$336.00
Transport
3%$249.80
Subscriptions
3%$216.83
ATM/Cash
2%$200.00
Health & Fitness
2%$181.41
Recent Transactions
View all →DateDescriptionCategoryAmount
Mar 30, 2026-$5.00
BANK SERVICE FEE
BANK SERVICE FEE
Mar 30, 2026·
Mar 29, 2026-$87.54
Home Depot
HOME DEPOT
Home Depot
HOME DEPOT
Mar 29, 2026·
Mar 28, 2026-$32.10
Uber Eats
UBER EATS
Uber Eats
UBER EATS
Mar 28, 2026·
Mar 27, 2026-$28.43
CVS
CVS PHARMACY
CVS
CVS PHARMACY
Mar 27, 2026·
Mar 26, 2026-$27.99
Amazon
AMAZON PURCHASE
Amazon
AMAZON PURCHASE
Mar 26, 2026·
Mar 25, 2026-$60.00
ATM WITHDRAWAL
ATM WITHDRAWAL
Mar 25, 2026·
Mar 24, 2026-$61.40
The Cheesecake Factory
CHEESECAKE FACTORY
The Cheesecake Factory
CHEESECAKE FACTORY
Mar 24, 2026·
Mar 23, 2026-$68.00
Sephora
SEPHORA
Sephora
SEPHORA
Mar 23, 2026·
Mar 22, 2026-$9.60
Lyft
LYFT INC
Lyft
LYFT INC
Mar 22, 2026·
Mar 21, 2026-$71.33
Trader Joe's
TRADER JOES
Trader Joe's
TRADER JOES
Mar 21, 2026·
Ready to see your real numbers?
Upload a CSV or PDF bank statement — it takes less than 30 seconds.
Upload your statement