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Excel → Web app · Portfolio demo

All data is fictional and shown in USD. Try adding transactions and adjusting budgets. Your changes reset when you reload, leave the page or after 1 hour.

Changes are temporary and private to this tab. Please do not enter personal information.

Transactions

Income and expenses for the selected period.

DateDescriptionCategoryPayment / accountClient / supplierTypeAmountActions
2026-10-27 Sample outingFictional data · USD Leisure CashDemo wallet — Expense $ 55.20
2026-10-25 Sample weekly groceriesFictional data · USD Groceries CardDemo bank Sample grocery store Expense $ 90.85
2026-10-22 Sample freelance serviceFictional data · USD Uncategorized Bank transferDemo bank Sample client Income $ 299.00
2026-10-20 Sample weekly groceriesFictional data · USD Groceries CardDemo bank Sample grocery store Expense $ 108.10
2026-10-18 Leisure activityFictional data · USD Leisure CashDemo wallet — Expense $ 80.50
2026-10-15 Sample medical appointmentFictional data · USD Health CardDemo bank Sample service provider Expense $ 74.75
2026-10-12 Sample weekly groceriesFictional data · USD Groceries CardDemo bank Sample grocery store Expense $ 97.75
2026-10-10 Electricity and internetFictional data · USD Utilities Bank transferDemo bank Sample service provider Expense $ 161.00
2026-10-08 Monthly transportFictional data · USD Transport CashDemo wallet — Expense $ 105.80
2026-10-05 Sample weekly groceriesFictional data · USD Groceries CardDemo bank Sample grocery store Expense $ 89.70
2026-10-03 Sample rentFictional data · USD Housing Bank transferDemo bank Sample service provider Expense $ 943.00
2026-10-02 Sample monthly incomeFictional data · USD Uncategorized Bank transferDemo bank Sample client Income $ 3,680.00

New transaction

October 2026

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