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Close your month and keep an honest record.
Review last month's expenses, spending, income and changes, then finalize a locked record that later bank updates won't rewrite.
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.
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Month in review
Expenses, spending, income, net cash flow and biggest changes.
Finalize
Lock the month so history stays stable.
History
Look back at past closes any time.
Questions
- Can I edit a finalized month?
- Finalized reviews are locked by design.
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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