Your Personal Finances Delivered Monthly
Get a monthly snapshot of your finances. Every month. In one email.
Your Bank Balances
Hi Josh,
Your bank account balances are:
- • Main Account: $5,240.75
- • Side Projects: $3,850.50
- • Emergency Fund: $18,500.00
You're above your total minimum balance by $2,591.25.
-cashflow memo bot
Budget at a Glance
Set minimum balance targets for each account. Instantly see if you need to save this month or have extra to invest. Color-coded indicators show you exactly where you stand.
View all transactions
Click any month to drill down line-by-line. Review every transaction from all your accounts in one place. No more juggling credit card statements.
Mar 2025 - Main Account
24 transactions
| Date | Description | Amount |
|---|---|---|
| Mar 28 | Gas Station | -$68 |
| Mar 25 | Internet Bill | -$89 |
| Mar 22 | Restaurant | -$124 |
| Mar 20 | Grocery Store | -$246 |
| Mar 18 | Online Course | -$399 |
| Mar 15 | Payroll Deposit | +$3,250 |
| Mar 12 | Electric Bill | -$142 |
| Mar 8 | Coffee Shop | -$28 |
| Mar 5 | Freelance Payment | +$1,200 |
| Mar 1 | Rent Payment | -$1,450 |
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