This tool has access to 21 months of transaction data (Checking + Capital One, Aug 2024 – Apr 2026) — 3,986 transactions fully categorized. Ask any question about income, spending patterns, category trends, or planning considerations.
AI
Hello — I have the Smith family's complete financial picture loaded: 21 months of transactions across checking and credit card accounts, categorized into 23 spending categories.
Average monthly income is $18,572 against average monthly expenses of $17,626. Notable items include Kids & Education at $1,261/mo, Insurance at $1,078/mo, and meaningful travel spending (Airfare + Lodging averaging $2,538/mo in active travel months).
What would you like to dig into?
Powered by Claude · Data is from the Smith family's own accounts