Description

Most budgets die because they run on willpower and manual data entry. Mine doesn't. I built my own with Claude — a spreadsheet that's the record, and a Claude project that's the brain, reading my transactions and categorizing them every month in minutes. In this session we build you the same thing, live, and run your real last month through it so you walk away with actual numbers, not a demo. WHAT'S INCLUDED • Live working session, screen-shared — we build together, no homework and no template you'll abandon. • Your budget dashboard: income, spending by category, savings rate, and a net-worth trend — real formulas and charts, in Excel or Google Sheets. • The "project brain": a Claude project that reads a bank or credit-card export and categorizes every transaction, monthly, in minutes. • Your real first month, categorized live — you leave with true numbers, not a demo. • A repeatable 10-minute monthly ritual: export, paste, ask Claude, done. • Optional net-worth tracking, savings goals, and a subscription audit. • Your data stays yours — everything lives in your own files. • 48-hour post-build support window. BEST FIT IF • You've started five budgets and abandoned all five. • You want to actually see your money — spending, savings rate, net worth — in one place. • You'd rather own a spreadsheet you understand than rent another budgeting app. • You want the system to update itself, not become one more chore. NOT A FIT IF • You want me to manage your money or pick investments — I build the system, not the advice (I'm not a financial advisor). • You need multi-entity business accounting — that's QuickBooks, a different tool. • You want a hands-off app you never open — this is a system you run in ten minutes a month. HOW IT WORKS 1. Pre-call brief (~24h before): you tell me your accounts, rough categories, and what you want to track. 2. Live build (1–10h by tier): we build the spreadsheet and the Claude project together — you watch how I prompt and categorize. 3. Your real month, live: we run your actual last month through it so you leave with real numbers. 4. You leave with the keys: the spreadsheet and the Claude project are yours; I show you the 10-minute monthly ritual. 5. 48-hour post-build support window — anything breaks, message me and we fix it. Tiers run from a 1-hour scoping consult to a full 10-hour build with the automation layer, goals, a subscription audit, and a follow-up session. Pick your tier below.