MonthlyIQ
EZ

September 2026 · Demo

Good morning, Eric.

Use your own data

Your Monthly Nut

$17,307

$463 since last month

Paid this month

$15,842

Still due

$1,465

Average monthly burn

$36,946

6-month average

Above your nut

$19,639

Variable spend

Paid this month

$15,842

92% of nut

Still due

$1,465

7 obligations

Due next

View all

Affirm — Peloton

Due Sep 28 · Chase Checking ••4421

$124Due

Riverside Preschool

Due Sep 29 · Chase Checking ••4421

$1,150Due

Zoom Workplace

Due Sep 29 · Amex ••1008

$21Due

Netflix

Due Sep 30 · Amex ••1008

$23Due

Spotify Family

Due Sep 30 · Amex ••1008

$20Due

Max

Due Sep 30 · Visa ••3320

$17Due

Changed this month

FPL Electric

Summer peak — 17% above 6-mo average

+$61

Geico Auto

Renewal price increase

+$24

Netflix

Plan price changed

+$5

Hulu

No charge in 64 days — likely cancelled

−$18

Cash leak

$4,812 this month

Dining & delivery

$2,140

38 orders, up 42% vs. your 6-month average

Duplicate streaming

$40

Max billed on two cards

Amazon

$1,318

27 orders this month

Forgotten subscriptions

$94

4 services unused for 60+ days

See where it's going

Needs your attention

Is the $1,600 Zelle to Maria G. a recurring obligation?

Paid on the 15th for 7 months

Max appears on two cards

Visa ••3320 and Amex ••1008

Transfer to Schwab — savings or spending?

$2,500 on Sep 3

All names and financial details shown here are synthetic sample data.