This is a transaction window modeled after common design themes from mobile checkbook apps. I comped this to plan elements my own checkbook app which runs on the localhost.
At the top features account selections to control which accounts info is queried for. A simple balance which would be the sum all transaction records amount values, along with the accounts opening balances. A date filter imagined as a year/month slider where the year buttons would slide left and right up to the year of your oldest transaction. These buttons are all interactive allowing you to select multiple values.
Transactions display in groups according to the date of the month and display the transaction categories, title, and value.