Examples

The Financial Autopilot

Your financial life, organized without opening a spreadsheet.

Workspace
Priya Raman
Inbox
inbox@demo-finance.justdealwithit.ca
Built from
56 emails

Fictional demo data. A real workspace, built end to end by the production system; this demo's inbox is closed.

Email

What Priya Raman told us at signup

This email contains

Transaction alerts from my credit union, forwarded as they arrive.

I'd like to see

Where my money goes each month, what repeats every month, and my balance over time.

56 emails sent to inbox@demo-finance.justdealwithit.ca

From
Priya Raman <priya.raman@example.com>
To
inbox@demo-finance.justdealwithit.ca
Date
Jun 1, 2026
Subject
Fwd: Account alert: pre-authorized payment on chequing ****4417
---------- Forwarded message ---------
From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
Subject: Account alert: pre-authorized payment on chequing ****4417

TIDEWATER CREDIT UNION - TRANSACTION ALERT

Account: Chequing ****4417
Transaction Date: 2026-06-01
Type: Pre-authorized payment
Merchant: Harbourview Property Mgmt
Category: Rent
Withdrawal: 1,850.00 CAD
Available Balance: 2,000.00 CAD

You received this alert because transaction alerts are on for this account.
From
Priya Raman <priya.raman@example.com>
To
inbox@demo-finance.justdealwithit.ca
Date
Jun 3, 2026
Subject
Fwd: Account alert: pre-authorized payment on chequing ****4417
---------- Forwarded message ---------
From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
Subject: Account alert: pre-authorized payment on chequing ****4417

TIDEWATER CREDIT UNION - TRANSACTION ALERT

Account: Chequing ****4417
Transaction Date: 2026-06-03
Type: Pre-authorized payment
Merchant: Northline Mobile
Category: Phone
Withdrawal: 64.00 CAD
Available Balance: 1,936.00 CAD

You received this alert because transaction alerts are on for this account.
Show the other 54 emails
  1. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 5, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-05
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 3,576.00 CAD
    
    You received this alert because transaction alerts are on for this account.
  2. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 5, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-05
    Type: Pre-authorized payment
    Merchant: Brightwave Internet
    Category: Internet
    Withdrawal: 72.45 CAD
    Available Balance: 3,503.55 CAD
    
    You received this alert because transaction alerts are on for this account.
  3. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 7, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-07
    Type: Purchase
    Merchant: FreshCart Grocers
    Category: Groceries
    Withdrawal: 142.37 CAD
    Available Balance: 3,361.18 CAD
    
    You received this alert because transaction alerts are on for this account.
  4. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 9, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-09
    Type: Pre-authorized payment
    Merchant: Pulse Fitness Club
    Category: Fitness
    Withdrawal: 49.00 CAD
    Available Balance: 3,312.18 CAD
    
    You received this alert because transaction alerts are on for this account.
  5. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 12, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-12
    Type: Purchase
    Merchant: Streamline Plus
    Category: Subscriptions
    Withdrawal: 18.99 CAD
    Available Balance: 3,293.19 CAD
    
    You received this alert because transaction alerts are on for this account.
  6. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 14, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-14
    Type: Purchase
    Merchant: Harvest Lane Market
    Category: Groceries
    Withdrawal: 96.12 CAD
    Available Balance: 3,197.07 CAD
    
    You received this alert because transaction alerts are on for this account.
  7. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 16, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-16
    Type: Purchase
    Merchant: Tilde Noodle Bar
    Category: Dining
    Withdrawal: 38.50 CAD
    Available Balance: 3,158.57 CAD
    
    You received this alert because transaction alerts are on for this account.
  8. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 19, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-19
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 4,798.57 CAD
    
    You received this alert because transaction alerts are on for this account.
  9. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 20, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-20
    Type: Pre-authorized payment
    Merchant: Cedar Mutual Insurance
    Category: Insurance
    Withdrawal: 112.30 CAD
    Available Balance: 4,686.27 CAD
    
    You received this alert because transaction alerts are on for this account.
  10. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 22, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-22
    Type: Purchase
    Merchant: TransLink Compass
    Category: Transit
    Withdrawal: 50.00 CAD
    Available Balance: 4,636.27 CAD
    
    You received this alert because transaction alerts are on for this account.
  11. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jun 27, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-06-27
    Type: Purchase
    Merchant: FreshCart Grocers
    Category: Groceries
    Withdrawal: 171.04 CAD
    Available Balance: 4,465.23 CAD
    
    You received this alert because transaction alerts are on for this account.
  12. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 1, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-01
    Type: Pre-authorized payment
    Merchant: Harbourview Property Mgmt
    Category: Rent
    Withdrawal: 1,850.00 CAD
    Available Balance: 2,615.23 CAD
    
    You received this alert because transaction alerts are on for this account.
  13. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 3, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-03
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 4,255.23 CAD
    
    You received this alert because transaction alerts are on for this account.
  14. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 3, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-03
    Type: Pre-authorized payment
    Merchant: Northline Mobile
    Category: Phone
    Withdrawal: 64.00 CAD
    Available Balance: 4,191.23 CAD
    
    You received this alert because transaction alerts are on for this account.
  15. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 5, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-05
    Type: Pre-authorized payment
    Merchant: Brightwave Internet
    Category: Internet
    Withdrawal: 72.45 CAD
    Available Balance: 4,118.78 CAD
    
    You received this alert because transaction alerts are on for this account.
  16. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 6, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-06
    Type: Purchase
    Merchant: Harvest Lane Market
    Category: Groceries
    Withdrawal: 88.40 CAD
    Available Balance: 4,030.38 CAD
    
    You received this alert because transaction alerts are on for this account.
  17. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 9, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-09
    Type: Pre-authorized payment
    Merchant: Pulse Fitness Club
    Category: Fitness
    Withdrawal: 49.00 CAD
    Available Balance: 3,981.38 CAD
    
    You received this alert because transaction alerts are on for this account.
  18. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 11, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-11
    Type: Purchase
    Merchant: Westside Outfitters
    Category: Shopping
    Withdrawal: 214.99 CAD
    Available Balance: 3,766.39 CAD
    
    You received this alert because transaction alerts are on for this account.
  19. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 12, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-12
    Type: Purchase
    Merchant: Streamline Plus
    Category: Subscriptions
    Withdrawal: 18.99 CAD
    Available Balance: 3,747.40 CAD
    
    You received this alert because transaction alerts are on for this account.
  20. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 13, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-13
    Type: Pre-authorized payment
    Merchant: Coastal Hydro
    Category: Utilities
    Withdrawal: 96.40 CAD
    Available Balance: 3,651.00 CAD
    
    You received this alert because transaction alerts are on for this account.
  21. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 17, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-17
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 5,291.00 CAD
    
    You received this alert because transaction alerts are on for this account.
  22. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 19, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-19
    Type: Purchase
    Merchant: FreshCart Grocers
    Category: Groceries
    Withdrawal: 168.92 CAD
    Available Balance: 5,122.08 CAD
    
    You received this alert because transaction alerts are on for this account.
  23. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 20, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-20
    Type: Pre-authorized payment
    Merchant: Cedar Mutual Insurance
    Category: Insurance
    Withdrawal: 112.30 CAD
    Available Balance: 5,009.78 CAD
    
    You received this alert because transaction alerts are on for this account.
  24. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 24, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-24
    Type: Purchase
    Merchant: Copper Kettle Cafe
    Category: Dining
    Withdrawal: 22.75 CAD
    Available Balance: 4,987.03 CAD
    
    You received this alert because transaction alerts are on for this account.
  25. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 26, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-26
    Type: Purchase
    Merchant: TransLink Compass
    Category: Transit
    Withdrawal: 50.00 CAD
    Available Balance: 4,937.03 CAD
    
    You received this alert because transaction alerts are on for this account.
  26. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Jul 31, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-07-31
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 6,577.03 CAD
    
    You received this alert because transaction alerts are on for this account.
  27. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 1, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-01
    Type: Pre-authorized payment
    Merchant: Harbourview Property Mgmt
    Category: Rent
    Withdrawal: 1,850.00 CAD
    Available Balance: 4,727.03 CAD
    
    You received this alert because transaction alerts are on for this account.
  28. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 2, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-02
    Type: Purchase
    Merchant: FreshCart Grocers
    Category: Groceries
    Withdrawal: 154.18 CAD
    Available Balance: 4,572.85 CAD
    
    You received this alert because transaction alerts are on for this account.
  29. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 3, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-03
    Type: Pre-authorized payment
    Merchant: Northline Mobile
    Category: Phone
    Withdrawal: 64.00 CAD
    Available Balance: 4,508.85 CAD
    
    You received this alert because transaction alerts are on for this account.
  30. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 5, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-05
    Type: Pre-authorized payment
    Merchant: Brightwave Internet
    Category: Internet
    Withdrawal: 72.45 CAD
    Available Balance: 4,436.40 CAD
    
    You received this alert because transaction alerts are on for this account.
  31. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 8, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-08
    Type: Purchase
    Merchant: Tilde Noodle Bar
    Category: Dining
    Withdrawal: 61.20 CAD
    Available Balance: 4,375.20 CAD
    
    You received this alert because transaction alerts are on for this account.
  32. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 9, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-09
    Type: Pre-authorized payment
    Merchant: Pulse Fitness Club
    Category: Fitness
    Withdrawal: 49.00 CAD
    Available Balance: 4,326.20 CAD
    
    You received this alert because transaction alerts are on for this account.
  33. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 12, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-12
    Type: Purchase
    Merchant: Streamline Plus
    Category: Subscriptions
    Withdrawal: 18.99 CAD
    Available Balance: 4,307.21 CAD
    
    You received this alert because transaction alerts are on for this account.
  34. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 14, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-14
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 5,947.21 CAD
    
    You received this alert because transaction alerts are on for this account.
  35. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 16, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-16
    Type: Purchase
    Merchant: Harvest Lane Market
    Category: Groceries
    Withdrawal: 102.66 CAD
    Available Balance: 5,844.55 CAD
    
    You received this alert because transaction alerts are on for this account.
  36. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 20, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-20
    Type: Pre-authorized payment
    Merchant: Cedar Mutual Insurance
    Category: Insurance
    Withdrawal: 112.30 CAD
    Available Balance: 5,732.25 CAD
    
    You received this alert because transaction alerts are on for this account.
  37. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 21, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-21
    Type: Purchase
    Merchant: Pacific Rail
    Category: Travel
    Withdrawal: 186.00 CAD
    Available Balance: 5,546.25 CAD
    
    You received this alert because transaction alerts are on for this account.
  38. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 24, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-24
    Type: Purchase
    Merchant: TransLink Compass
    Category: Transit
    Withdrawal: 50.00 CAD
    Available Balance: 5,496.25 CAD
    
    You received this alert because transaction alerts are on for this account.
  39. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 28, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-28
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 7,136.25 CAD
    
    You received this alert because transaction alerts are on for this account.
  40. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Aug 30, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-08-30
    Type: Purchase
    Merchant: FreshCart Grocers
    Category: Groceries
    Withdrawal: 139.55 CAD
    Available Balance: 6,996.70 CAD
    
    You received this alert because transaction alerts are on for this account.
  41. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 1, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-01
    Type: Pre-authorized payment
    Merchant: Harbourview Property Mgmt
    Category: Rent
    Withdrawal: 1,850.00 CAD
    Available Balance: 5,146.70 CAD
    
    You received this alert because transaction alerts are on for this account.
  42. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 3, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-03
    Type: Pre-authorized payment
    Merchant: Northline Mobile
    Category: Phone
    Withdrawal: 64.00 CAD
    Available Balance: 5,082.70 CAD
    
    You received this alert because transaction alerts are on for this account.
  43. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 4, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-04
    Type: Purchase
    Merchant: Westside Outfitters
    Category: Shopping
    Withdrawal: 89.99 CAD
    Available Balance: 4,992.71 CAD
    
    You received this alert because transaction alerts are on for this account.
  44. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 5, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-05
    Type: Pre-authorized payment
    Merchant: Brightwave Internet
    Category: Internet
    Withdrawal: 72.45 CAD
    Available Balance: 4,920.26 CAD
    
    You received this alert because transaction alerts are on for this account.
  45. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 9, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-09
    Type: Pre-authorized payment
    Merchant: Pulse Fitness Club
    Category: Fitness
    Withdrawal: 49.00 CAD
    Available Balance: 4,871.26 CAD
    
    You received this alert because transaction alerts are on for this account.
  46. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 11, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-11
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 6,511.26 CAD
    
    You received this alert because transaction alerts are on for this account.
  47. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 12, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-12
    Type: Purchase
    Merchant: Streamline Plus
    Category: Subscriptions
    Withdrawal: 18.99 CAD
    Available Balance: 6,492.27 CAD
    
    You received this alert because transaction alerts are on for this account.
  48. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 13, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-13
    Type: Pre-authorized payment
    Merchant: Coastal Hydro
    Category: Utilities
    Withdrawal: 101.85 CAD
    Available Balance: 6,390.42 CAD
    
    You received this alert because transaction alerts are on for this account.
  49. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 14, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-14
    Type: Purchase
    Merchant: FreshCart Grocers
    Category: Groceries
    Withdrawal: 176.30 CAD
    Available Balance: 6,214.12 CAD
    
    You received this alert because transaction alerts are on for this account.
  50. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 18, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-18
    Type: Purchase
    Merchant: Copper Kettle Cafe
    Category: Dining
    Withdrawal: 27.40 CAD
    Available Balance: 6,186.72 CAD
    
    You received this alert because transaction alerts are on for this account.
  51. Fwd: Account alert: pre-authorized payment on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 20, 2026
    Subject
    Fwd: Account alert: pre-authorized payment on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: pre-authorized payment on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-20
    Type: Pre-authorized payment
    Merchant: Cedar Mutual Insurance
    Category: Insurance
    Withdrawal: 112.30 CAD
    Available Balance: 6,074.42 CAD
    
    You received this alert because transaction alerts are on for this account.
  52. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 21, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-21
    Type: Purchase
    Merchant: TransLink Compass
    Category: Transit
    Withdrawal: 50.00 CAD
    Available Balance: 6,024.42 CAD
    
    You received this alert because transaction alerts are on for this account.
  53. Fwd: Account alert: deposit on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 25, 2026
    Subject
    Fwd: Account alert: deposit on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: deposit on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-25
    Type: Deposit
    Merchant: Maplewood Design Co
    Category: Pay
    Deposit: 1,640.00 CAD
    Available Balance: 7,664.42 CAD
    
    You received this alert because transaction alerts are on for this account.
  54. Fwd: Account alert: purchase on chequing ****4417
    From
    Priya Raman <priya.raman@example.com>
    To
    inbox@demo-finance.justdealwithit.ca
    Date
    Sep 27, 2026
    Subject
    Fwd: Account alert: purchase on chequing ****4417
    ---------- Forwarded message ---------
    From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
    Subject: Account alert: purchase on chequing ****4417
    
    TIDEWATER CREDIT UNION - TRANSACTION ALERT
    
    Account: Chequing ****4417
    Transaction Date: 2026-09-27
    Type: Purchase
    Merchant: Harvest Lane Market
    Category: Groceries
    Withdrawal: 94.80 CAD
    Available Balance: 7,569.62 CAD
    
    You received this alert because transaction alerts are on for this account.

Processing

  1. Received56 emailsJun 1 – Sep 27, 2026
  2. Checked56 accepted0 quarantined · sender verified · virus-scanned
  3. Configured once61 sClaude read 5 samples and proposed 8 widgets
  4. Reviewed3 test fixturesParser approved before any document was processed
  5. Processed56 of 56118 ms median, 280 ms p95 per document · no AI

AI configured it. It processed nothing.

Setup ran once: Claude (claude-opus-5-5, on Amazon Bedrock) read 5 of the samples and wrote the parser rules on the right. A person reviewed them against test fixtures before anything ran. Every one of the 56 documents was then read by those fixed rules alone, with no model call, which is why each took about 118 ms.

Measured on this demo's real run in production (Oct 9, 2026). The email dates are part of the fictional story; the processing figures are not.

The reviewed parser: tidewater-txn-alert-v1

FieldTypeRead byRule
AccountstringLabelled lineAccount
Transaction datedatePattern^Transaction Date:[ \t]*(?<transactionDate>[0-9]{4}-[0-9]{2}-[0-9]{2})
Transaction typestringLabelled lineType
MerchantstringLabelled lineMerchant
CategorystringLabelled lineCategory
WithdrawaldecimalPattern^Withdrawal:[ \t]*(?<withdrawal>[0-9][0-9,]*(?:\.[0-9]{1,2})?)
DepositdecimalPattern^Deposit:[ \t]*(?<deposit>[0-9][0-9,]*(?:\.[0-9]{1,2})?)
Available balancedecimalPattern^Available Balance:[ \t]*(?<availableBalance>[0-9][0-9,]*(?:\.[0-9]{1,2})?)

One document, before and after

Original, as stored

---------- Forwarded message ---------
From: Tidewater Credit Union <alerts@tidewater-cu.example.com>
Subject: Account alert: pre-authorized payment on chequing ****4417

TIDEWATER CREDIT UNION - TRANSACTION ALERT

Account: Chequing ****4417
Transaction Date: 2026-06-01
Type: Pre-authorized payment
Merchant: Harbourview Property Mgmt
Category: Rent
Withdrawal: 1,850.00 CAD
Available Balance: 2,000.00 CAD

You received this alert because transaction alerts are on for this account.

Extracted record

1 Account
Chequing ****4417
2 Transaction date
Jun 1, 2026
3 Transaction type
Pre-authorized payment
4 Merchant
Harbourview Property Mgmt
5 Category
Rent
6 Withdrawal
1,850
7 Deposit
—
8 Available balance
2,000

Dashboard

https://demo-finance.justdealwithit.caDashboard v1 · “board” theme · read-only snapshot · fictional data

Current Balance

$7,569.62

Available balance

Money Out

$11,040.38

Total withdrawals

Money In

$14,760

Total deposits

Monthly Spending by Category

  • Rent
  • Groceries
  • Insurance
  • Shopping
  • Other (8)
Monthly Spending by Category data
PointRentGroceriesInsuranceShoppingOther (8)
Jun 20261,850409.53112.30—292.94
Jul 20261,850257.32112.30214.99373.59
Aug 20261,850396.39112.30—501.64
Sep 20261,850271.10112.3089.99383.69

Balance Over Time

Balance Over Time data
PointbankTransaction
Jun 1, 20262,000
Jun 3, 20261,936
Jun 5, 20263,503.55
Jun 7, 20263,361.18
Jun 9, 20263,312.18
Jun 12, 20263,293.19
Jun 14, 20263,197.07
Jun 16, 20263,158.57
Jun 19, 20264,798.57
Jun 20, 20264,686.27
Jun 22, 20264,636.27
Jun 27, 20264,465.23
Jul 1, 20262,615.23
Jul 3, 20264,255.23
Jul 5, 20264,118.78
Jul 6, 20264,030.38
Jul 9, 20263,981.38
Jul 11, 20263,766.39
Jul 12, 20263,747.40
Jul 13, 20263,651
Jul 17, 20265,291
Jul 19, 20265,122.08
Jul 20, 20265,009.78
Jul 24, 20264,987.03
Jul 26, 20264,937.03
Jul 31, 20266,577.03
Aug 1, 20264,727.03
Aug 2, 20264,572.85
Aug 3, 20264,508.85
Aug 5, 20264,436.40
Aug 8, 20264,375.20
Aug 9, 20264,326.20
Aug 12, 20264,307.21
Aug 14, 20265,947.21
Aug 16, 20265,844.55
Aug 20, 20265,732.25
Aug 21, 20265,546.25
Aug 24, 20265,496.25
Aug 28, 20267,136.25
Aug 30, 20266,996.70
Sep 1, 20265,146.70
Sep 3, 20265,082.70
Sep 4, 20264,992.71
Sep 5, 20264,920.26
Sep 9, 20264,871.26
Sep 11, 20266,511.26
Sep 12, 20266,492.27
Sep 13, 20266,390.42
Sep 14, 20266,214.12
Sep 18, 20266,186.72
Sep 20, 20266,074.42
Sep 21, 20266,024.42
Sep 25, 20267,664.42
Sep 27, 20267,569.62

Monthly Payments by Merchant (spot what repeats)

  • Harbourview Property Mgmt
  • FreshCart Grocers
  • Cedar Mutual Insurance
  • Harvest Lane Market
  • Other (10)
Monthly Payments by Merchant (spot what repeats) data
PointHarbourview Property MgmtFreshCart GrocersCedar Mutual InsuranceHarvest Lane MarketOther (10)
Jun 20261,850313.41112.3096.12292.94
Jul 20261,850168.92112.3088.40588.58
Aug 20261,850293.73112.30102.66501.64
Sep 20261,850176.30112.3094.80473.68

Transactions

Transactions
Transaction dateMerchantCategoryTransaction typeWithdrawalDepositAvailable balance
Sep 27, 2026Harvest Lane MarketGroceriesPurchase94.80—7,569.62
Sep 25, 2026Maplewood Design CoPayDeposit—1,6407,664.42
Sep 21, 2026TransLink CompassTransitPurchase50—6,024.42
Sep 20, 2026Cedar Mutual InsuranceInsurancePre-authorized payment112.30—6,074.42
Sep 18, 2026Copper Kettle CafeDiningPurchase27.40—6,186.72
Sep 14, 2026FreshCart GrocersGroceriesPurchase176.30—6,214.12
Sep 13, 2026Coastal HydroUtilitiesPre-authorized payment101.85—6,390.42
Sep 12, 2026Streamline PlusSubscriptionsPurchase18.99—6,492.27
Sep 11, 2026Maplewood Design CoPayDeposit—1,6406,511.26
Sep 9, 2026Pulse Fitness ClubFitnessPre-authorized payment49—4,871.26
Sep 5, 2026Brightwave InternetInternetPre-authorized payment72.45—4,920.26
Sep 4, 2026Westside OutfittersShoppingPurchase89.99—4,992.71
Sep 3, 2026Northline MobilePhonePre-authorized payment64—5,082.70
Sep 1, 2026Harbourview Property MgmtRentPre-authorized payment1,850—5,146.70
Aug 30, 2026FreshCart GrocersGroceriesPurchase139.55—6,996.70
Aug 28, 2026Maplewood Design CoPayDeposit—1,6407,136.25
Aug 24, 2026TransLink CompassTransitPurchase50—5,496.25
Aug 21, 2026Pacific RailTravelPurchase186—5,546.25
Aug 20, 2026Cedar Mutual InsuranceInsurancePre-authorized payment112.30—5,732.25
Aug 16, 2026Harvest Lane MarketGroceriesPurchase102.66—5,844.55

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