Monthly Financial Checkup
Your Monthly Financial Checkup
Your finances change every month. MonthlyIQ helps you understand exactly how.
What the checkup covers
Income, spending, and net cash flow. Your recurring Expenses. The biggest increases and drops. Unusual charges, new subscriptions, and bills that may have been canceled.
Do it yourself
Once a month: total your income, total real spending (without transfers), list recurring bills, and compare each category with the last three months. Our calculators can help.
Or let MonthlyIQ do it
MonthlyIQ's Monthly review builds the checkup automatically from your connected accounts. When you're happy with it, finalize the month to keep a locked record that later updates won't change.
See your own numbers
Connect your accounts and MonthlyIQ explains your month — what's due, what changed, and what's left.