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Demo

A read-only walkthrough of a household finance tracker that categorizes bank statements with the Claude API.

Everything below is fictional sample data for one 14-day budget period. Uploading a statement, logging spending, and editing budgets are switched off here — try one and you'll get a short explanation of what the real app does at that point, and why it needs a login.

Jul 21 – Aug 3

Biweekly · 2026 · sample data

Net cash flow

+$2,265.85

$4,200.00 income − $1,934.15 spent

46% of income spent · on track to keep $2,265.85

Spent this period
$1,934.15
Remaining
$165.85
Total budget
$2,100.00

Spending this period

  • Groceries$542.1828%
  • Home & Utilities$375.2019%
  • Shopping$312.5516%
  • Dining Out$287.4015%
  • Transportation$164.759%
  • Entertainment$98.005%
  • Subscriptions$86.974%
  • Health & Fitness$45.002%
  • Uncategorized$22.101%
Total spent$1,934.15

Where it went

Total$1,934.15
  • Groceries28%
  • Home & Utilities19%
  • Shopping16%
  • Dining Out15%
  • Transportation9%
  • Entertainment5%
  • Subscriptions4%
  • Other (2)3%

Spending trend

Transactions

DateDescriptionCategoryAccountAmount
Jul 21H-e-b #083GroceriesAlex's Visa 5521$118.42
Jul 24Trader Joe S #542GroceriesSam's Amex 7734$76.30
Jul 26Costco Whse #0442GroceriesJoint Checking Debit 1092$142.55
Jul 29Wholefds Mkt #10352GroceriesAlex's Visa 5521$88.91
Aug 2H-e-b #083GroceriesSam's Amex 7734$116.00
Jul 22Starbucks Store 04521Dining OutAlex's Visa 5521$6.75
Jul 23Doordash*chipotleDining OutSam's Amex 7734$34.20
Jul 25Panera Bread #0234Dining OutAlex's Visa 5521$22.10
Jul 27Sq *blue Bottle CoffeeDining OutSam's Amex 7734$8.50
Jul 28The Oyster BarDining OutJoint Checking Debit 1092$96.85
Jul 30Candlewood GrillDining OutAlex's Visa 5521$70.00
Aug 1Doordash*thai KitchenDining OutAlex's Visa 5521$41.75
Aug 3Starbucks Store 04521Dining OutSam's Amex 7734$7.25
Jul 21Shell Oil 5744021TransportationAlex's Visa 5521$42.10
Jul 25Uber Trip Help.uber.comTransportationSam's Amex 7734$18.65
Jul 28Chevron 0092345TransportationAlex's Visa 5521$39.50
Aug 1Uber Trip Help.uber.comTransportationSam's Amex 7734$14.20
Aug 3Shell Oil 5744021TransportationAlex's Visa 5521$50.30
Jul 22Netflix.comSubscriptionsJoint Checking Debit 1092$15.49
Jul 24Spotify UsaSubscriptionsJoint Checking Debit 1092$11.99
Jul 26Icloud StorageSubscriptionsAlex's Visa 5521$2.99
Jul 30Gym App PremiumSubscriptionsSam's Amex 7734$24.26
Aug 1Hulu *your PlanSubscriptionsJoint Checking Debit 1092$7.99
Aug 2Nytimes*subscriptionSubscriptionsSam's Amex 7734$4.25
Aug 3Chatgpt SubscriptionSubscriptionsAlex's Visa 5521$20.00
Jul 23Target T-1102ShoppingSam's Amex 7734$64.20
Jul 26Amazon Mktplace PmtsShoppingAlex's Visa 5521$58.90
Jul 29Lowes #1902ShoppingJoint Checking Debit 1092$112.45
Aug 1Amazon Mktplace PmtsShoppingAlex's Visa 5521$41.30
Aug 2Target T-1102ShoppingSam's Amex 7734$35.70
Jul 21City Utilities BillHome & UtilitiesJoint Checking Debit 1092$145.30
Jul 25At&t*bill PaymentHome & UtilitiesJoint Checking Debit 1092$95.00
Jul 29Spectrum InternetHome & UtilitiesJoint Checking Debit 1092$79.99
Aug 2Home Depot #0342Home & UtilitiesAlex's Visa 5521$54.91
Jul 24Amc OnlineEntertainmentAlex's Visa 5521$32.00
Jul 31Steam PurchaseEntertainmentSam's Amex 7734$29.99
Aug 2Amc OnlineEntertainmentAlex's Visa 5521$36.01
Jul 27Planet FitnessHealth & FitnessJoint Checking Debit 1092$10.00
Aug 1Cvs/pharmacy #4471Health & FitnessAlex's Visa 5521$35.00
Jul 30Sq *farmers Market StandUncategorizedSam's Amex 7734$22.10
40 transactions$1,934.15