✨ Sample data — imagine this is your money.
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Transactions

AJ
30 of 30 transactions
Add Transaction
DateMerchantCategoryAccountAmount
Oct 12
Whole Foods Market
🛒 GroceriesChase Sapphire
-$127.43
Sep 15
Salary - Acme Corp
💼 Salary & WagesChase Checking
+$3,250.00
Oct 11
Sweetgreen
🍽️ Dining OutApple Card
-$18.50
Oct 10
Uber
🚗 RideshareApple Card
-$24.10
Oct 10
Netflix
↻ Recurring
📺 StreamingChase Sapphire
-$15.99
Oct 9
Trader Joe's
🛒 GroceriesChase Checking
-$62.45
Oct 8
Capital One Auto
↻ Recurring
🚗 Car PaymentChase Checking
-$385.00
Oct 8
Freelance
💻 FreelanceChase Checking
+$150.00
BUSINESS
Oct 7
Shell
⛽ Gas & FuelChase Checking
-$48.50
Oct 6
Uber
🚗 RideshareChase Sapphire
-$22.00
Oct 5
Duke Energy
↻ Recurring
⚡ UtilitiesChase Checking
-$145.00
Oct 3
Starbucks
☕ Coffee & DrinksApple Card
-$5.85
Oct 1
Maple Apartments
↻ Recurring
🏡 Rent / MortgageChase Checking
-$1,650.00
Sep 30
Spotify
↻ Recurring
🎵 MusicChase Sapphire
-$10.99
Sep 30
Adobe
↻ Recurring
📱 Software & AppsChase Sapphire
-$54.99
BUSINESS
Oct 1
Blue Cross
↻ Recurring
🏥 Health InsuranceChase Checking
-$220.00
Oct 1
Acme Corp
↻ Recurring
💼 Salary & WagesChase Checking
+$3,250.00
Sep 26
Chipotle
🍽️ Dining OutApple Card
-$14.25
Sep 23
AT&T
↻ Recurring
📡 Internet & PhoneChase Checking
-$89.00
Sep 18
Craigslist
💰 Other IncomeChase Checking
+$200.00
Sep 13
Vanguard
📈 InvestmentsFidelity Brokerage
+$1,200.00
Sep 10
AXS
🎭 EntertainmentChase Sapphire
-$320.00
Sep 3
IRS
💰 Other IncomeChase Checking
+$850.00
Aug 16
Nike
👗 ClothingChase Sapphire
-$64.99
Jul 30
H&R Block
🏛️ TaxesChase Checking
-$450.00
Jul 21
Marriott
✈️ TravelChase Sapphire
-$175.00
Jul 20
United Airlines
✈️ TravelChase Sapphire
-$249.00
Jul 13
Ruth's Chris
🍽️ Dining OutChase Sapphire
-$89.50
Jun 15
Amazon
🛍️ ShoppingChase Sapphire
-$129.99
Oct 2
Aldi
🛒 GroceriesChase Checking
-$55.90

Sample data for demonstration only. Tally Personal Finance is a personal finance tracking tool — not a bank and not FDIC insured — and does not provide financial, investment, tax, or legal advice. Figures and AI insights are illustrative. Bank linking is provided by Plaid; all trademarks belong to their respective owners.