Package Description:

Most personal budgets fail for the same reasons. Spreadsheets get stale the moment you build them. Manual categorization is tedious. The model of your finances lives in your head — not in a system you can query — and rebuilding context every time you want to decide something is exhausting. Claude flips every one of those constraints. We'll build a working personal budget dashboard in one live session, plus a Claude Project that becomes the durable home for ongoing decisions. Excel is the record. The Project is the brain. Together they replace what most people try to do with willpower and a half-abandoned spreadsheet. What you walk away with: • A working Excel budget dashboard — built live, populated with your own (or sample) data. Six tabs: Dashboard with KPIs and charts · Transactions log · Category schema with budget targets · Monthly summary pivot · Budget-vs-actual variance · What-if scenarios. All formulas robust to new rows. • A configured Claude Project you keep using — system instructions + project knowledge files (financial-context, category schema, transaction history). Every month you paste fresh transactions and run the same debrief prompt, getting a tailored read on where you stand. • A monthly workflow that takes 8 minutes — export, paste into Claude, categorize, drop into Excel, run the debrief. Documented inside the Project so you don't have to remember it. Tiers (priced as my Leland hourly × hours of work): • STARTER — $449 · 1 hour. The 60-minute live build. Excel dashboard + Claude Project + monthly workflow. Same artifact, same patterns as the AI Builder session — just built around you instead of a roomful of people. • TAILORED — $898 · 2 hours. Starter + a second hour of tailoring. Variable / freelance income calibration, household or partner-shared setup, multi-account merge across banks and cards, budget targets derived from your real 3-month spend, and one custom what-if scenario tied to a goal you actually have. • FULL SYSTEM — $1,347 · 3 hours. Tailored + a 90-day savings sprint plan, zombie-subscription audit, investment and net-worth tracking added to the Excel, and a 30-day check-in session to refine after one real month of use. The version that turns a working dashboard into a durable system. Best for: people who want a real budget system, not another half-built spreadsheet; builders who want to learn the patterns (structured-output prompting, persistent context, iterative refinement) taught against a use case everyone has; anyone with three months of transactions (or willing to use sample data) who can spare an hour. Not a fit if: you need tax prep, audit work, or complex investment portfolio management — that's an accountant or financial advisor, not me. Or if you want me to build the budget for you and hand it over — this is a live build with you, not a delivered artifact.