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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.

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Reports

Explore income, expenses and contacts for the selected period.

Income$ 3,979.00
Expenses$ 1,806.65
Net income$ 2,172.35
Average expense$ 180.6612 movimientos

Expenses by category

Housing$ 943.00
52.2%
Groceries$ 386.40
21.4%
Transport$ 105.80
5.9%
Utilities$ 161.00
8.9%
Health$ 74.75
4.1%
Leisure$ 135.70
7.5%

Payment methods

MethodCountTotal
Bank transfer2$ 1,104.00
Card5$ 461.15
Cash3$ 241.50

Monthly trend

May 2026
Income$ 3,460.00
Expenses$ 1,571.00
June 2026
Income$ 3,563.80
Expenses$ 1,618.13
July 2026
Income$ 3,667.60
Expenses$ 1,665.26
August 2026
Income$ 3,771.40
Expenses$ 1,712.39
September 2026
Income$ 3,875.20
Expenses$ 1,759.52
October 2026
Income$ 3,979.00
Expenses$ 1,806.65

Transactions by account

AccountCountNet
Demo bank9$ 2,413.85
Demo wallet3$ -241.50

Clients and suppliers

ContactTypeCountRelated total
Sample clientClient2$ 3,979.00
Sample grocery storeSupplier4$ 386.40
Sample service providerSupplier3$ 1,178.75