Finance
Dashboard
Seven accounts — chequing, savings, USD, a line of credit, two credit cards and a charge card — consolidated into one normalized ledger. This is fictional sample data — every name and amount shown is made up. Internal transfers, card settlements and capital moves are stripped out so every figure reflects real money in and out.
Cash flow
Identified income against real spending. Drag the handles below the chart to zoom; hover for a crosshair readout.
Identified income
Deposits confidently tagged as income — payroll, business revenue, benefits. Person-to-person transfers are tracked separately (see note).
Spending breakdown
Categorised consumption across the period. Toggle the window to see how the mix shifts.
Spending patterns
A GitHub-style heat-map of every spending day, year over year, plus monthly and quarterly comparisons. Brighter = heavier spend.
Subscriptions & recurring bills
Every recurring charge detected — software, memberships, insurance, utilities, loans, investments — with how each has moved over time.
| Service | Group | Billing | Latest | ≈ / mo | Total | N | History | Status |
|---|
Transfers & sources
Where money actually comes from and goes to — operating flow (excluding internal account moves and large capital transfers), plus the people on the other side of every e-transfer.
| Name | In | Out | Net | N |
|---|
Accounts
Seven sources consolidated. Net flow is total in minus total out over the period.
Transaction explorer
All records, searchable. Filter by account, category or flow type.
| Date | Account | Merchant / description | Category | Flow | Amount |
|---|
Audit-risk assessment
A defensive self-audit: what a CRA reviewer would flag in this data, ranked by severity, so you can document and substantiate before they ask. Informational only — not tax or legal advice.