WorkspaceOverview
/
P
Sample data — these aren’t your finances. Your private workspace keeps your own records.
A CLEARER PICTURE, EVERY DAY

Your money, in perspective.

Every account. Every little expense. All coming together.

October 2026
Reporting in CAD
Money left this month

$5,661.10CAD

Income − spendingFor this period
Total income

$8,255.00

Money coming in2 payments
Total spending

$2,593.90

Across your accounts14 expenses
Saved from income

69%

A little breathing room

Money in, money out

Your cash flow over the month

IncomeSpending
$0.00$2.37K$4.75K$7.12K$9.49K1 Oct23457
A running view of your income and spending31% of income spent

Where it went

Spending by category

CAD
Total spending$2,593.90CAD

Recent transactions

The little things add up.

TransactionCategoryDateAmount
Independent Grocer 2 receipt items
GroceriesOct 7−$78.99CAD
FreshiiStatement
Dining & coffeeOct 6−$18.90CAD
TTCStatement
TransportOct 6−$3.30CAD
Freelance projectStatement
IncomeOct 5+$1,500.00USD · $2,055.00 CAD
✳Walmart 2 receipt items
GroceriesOct 5−$42.56CAD
A LITTLE INSIGHT

Shopping is over budget.

You’ve spent $89.90 of your $80.00 monthly budget. A small adjustment can make a difference.

Coming up

NetflixOct 10 · monthly$18.99
Internet · BellOct 12 · monthly$85.00
Phone · FidoOct 15 · monthly$45.00

One purchase. A complete picture.

Pair receipts with your statements. Find what you bought, without counting it twice.