Cash flow

See money in, money out and what changed.

Compare income and spending across useful time ranges, inspect the drivers and understand the direction of your cash flow.

Read-only financial connections · Built with privacy in mind · Your financial data is never sold

Monthly intelligence

September is trending $824 higher than your six-month average.

Why?

Dining is +$412, Amazon is +$281 and your auto insurance increased $24.

Dining+$412
Amazon+$281
Auto insurance+$24

Ask MonthlyIQ

"What else changed?"

Flexible timeframes

Use presets or a custom range for useful comparisons.

Source detail

Move from a chart to the transactions behind it.

Forecast context

Compare expected recurring costs with observed activity.

Questions

Can I choose a custom date range?
Yes. Cash Flow includes presets and a custom range picker.

Privacy & AI

Built for financial data this sensitive.

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MonthlyIQ does not sell your personal information or use financial data for targeted advertising.

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Only information needed to provide the requested AI functionality is sent to our approved AI service provider.

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MonthlyIQ is an AI financial assistant — not a financial adviser, investment adviser or autonomous decision-maker. AI results are informational; estimates are labeled and supporting transactions are always inspectable. Privacy policy · Subprocessors