Example Report
See Exactly What You Get
This is a complete My Money Picture report, section by section. It was built from a set of example transactions — three months of an ordinary paycheck, rent, groceries, gas, and subscriptions. Your report has the same sections, filled in with your own numbers.
Money Health Score + Snapshot
Your report opens with the headline number — what the whole report could free up over a year — then a 0–100 Money Health Score broken into five factors, and a plain-English summary of the period.
Income, spending, and cash flow
Money in, money out, and what's left — with your largest income and largest expense called out by name, plus month-by-month bars and a spending-by-category breakdown.
Suggested 50/30/20 budget
A starting budget built from your real income, showing needs, wants, and savings targets against what you actually spent — then every top category explained in ordinary words.
Recurring charges + subscription audit
Every charge that repeats, and every possible subscription totaled by month and by year. This is usually where the easiest money is hiding.
Trends, merchants, and spending days
How each category moved between months, where your money went by merchant name, which day of the week you spend most, and whether your income is steady or variable.
What-if savings simulator
Slide any category down and watch the yearly savings and your monthly cash flow update instantly. Nothing changes your data — it's just a “what if.”
Money leaks + simple next steps
Each leak carries a dollar estimate of what fixing it saves over a year, followed by a short numbered list of what to actually do this week.
Ask a question about your report
Ask anything in plain English — “where did most of my money go?”, “what should I do first?” — and get an answer based on your own numbers.
The whole report, top to bottom
Every section above, in one long image — the same page you land on after you unlock your report.
The downloadable PDF
Every report exports to a clean, branded PDF you can save, print, or hand to a client. This is the real export from the example report above.
Every report you make is yours to sell
A free commercial license is included. Run this report for a client, put your fee on it, and keep every dollar — no royalties, no extra charge. The license covers the reports you produce, not resale of the app itself.
Ready to see your own numbers here?
Upload a CSV file from your bank and your free preview is ready in seconds. The full report unlocks for a one-time $19.99.