Demo Account — All data shown is fictional. This is Sophie Martin, Freelance UX Designer.

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Welcome back, Sophie.

Based on data through December 2025

376 transactions · 36 months

2y 12m of history · 376 transactionsAnalysis range: January 2023 – December 2025
PeriodDec 2025

Expenses increased in , led by Tax (€1,150 above last month). Cashflow remains positive.

  • ·This analysis covers 36 months, from January 2023 to December 2025.
  • ·Your income in , €3,600, is 10% below your average over the last 36 months (€3,991.67).
  • ·Expenses in , €1,737.99, are 99% above your average — your largest category is Tax at €1,150.
  • ·Cashflow dropped €1,212 compared to last month. Higher Tax spending (+€1,150) was the main driver.

Income

€3,600

Dec 2025

0%
View transactions

Expenses

€1,737.99

Dec 2025

230%
View transactions

Cashflow

€1,862.01

income above expenses

39%

Dec 2025 · Savings transfers not included · does not account for tax owed

View transactions

Margin

52%

Dec 2025

33%

Risk

Medium

36 of 36 months positive

See full breakdown →

Worth a follow up

Digital Paiement78 days since last payment
Follow up →
Business IntelligenceAll-time totals

Business Profit

€117,032.36

81% margin

Based on categorized expenses — not a tax figure

True Net Cashflow

€112,331.36

After costs, personal spend & debt

Personal Burn Rate

€4,701

Personal expenses & family support

  • ·Your business generated €117,032.36 profit — a 81% margin.
  • ·A 81% profit margin is strong for a freelance business.
  • ·You've deployed €12,400 to savings and withdrawn €0 — a net saving of €12,400.
  • ·Savings active for 36 consecutive months.
  • ·Business revenue up 19% vs the previous 3-month period.
  • ·Average monthly income over the last 12 months: €4,050.

Financial Outlook

Income vs Expenses

Tap any month to see the breakdown

Over the past 2 years, your income has grown 16% — from €42,000 in 2023 to €48,600 in 2025, averaging €3,991.67 per month.

  • ·2024: income rose 26% to €53,100.
  • ·2025: income fell 8% to €48,600. Expenses grew even faster, by 4%.
  • ·Recent momentum: income averaged €3,800 (Oct 2025 – Dec 2025), up 19% from €3,200 the previous 3 months (Jul 2025 – Sept 2025).

Monthly Breakdown

Forecast

January 2026

Based on 36 months of history.

Recent 3 months weighted 3× more than older history

High confidence

Income

€3,762.15

Expenses

€615.94

Cashflow

€3,146.21

Margin

84%

Cashflow has been positive in 36 of the last 36 months — a strong foundation for this forecast.

Income has been trending up recently, averaging €3,800 over the last 3 months.

What to do next

  • Your projected cashflow margin of 84% is healthy — keep it up.

Should I feel better than last month?

This month was harder — income and cashflow both tightened.

Income

Nov 2025

€3,600

Dec 2025

€3,600

Change

+€0 0%

Expenses

Nov 2025

€525.99

Dec 2025

€1,737.99

Change

+€1,212 230%

Cashflow

Nov 2025

€3,074.01

Dec 2025

€1,862.01

Change

€1,212 39%

Why

Expenses jumped 230% in — mainly driven by Tax (€1,150 more) and Professional services (€150 more).

What to do next

Tax was the largest expense increase in , up €1,150. Review whether this is a one-time cost, a recurring change, or client-related activity.

Recent Activity

Largest income: NEXO STARTUP VIREMENT€3,600.

Largest expense: URSSAF COTISATIONS SOCIALES€1,150.

4 recurring charges totalling €97.99.

Notable expense: URSSAF COTISATIONS SOCIALES€1,150.

Transaction Detail

Your Financial Story

Historical Insights

36 months of history

Your best income year was 2024, with €53,100 in total income.

Income grew 16% between 2023 and 2025 — from €42,000 to €48,600.

Your best income month was Jun 2024, with €6,900 received.

From 2023 to 2025, your overall cashflow margin was 78% — a strong result.

Your longest streak of positive cashflow lasted 36 months, from Jan 2023 to Dec 2025.

View full financial story