Finance vault
Structured budget, investment, savings, and net-worth records in Obsidian, with a repeatable Claude workflow around them.
The problem
Manual updates scattered across a spreadsheet made it hard to keep a consistent financial picture.
What I built
Modules with explicit instructions and a repeatable payday sequence: extract values, update records, reconcile savings, log changes.
See how it worksHide details
Modules with explicit instructions, screenshot-based source checks, and a shared data block for a visual dashboard. Payday updates became a repeatable sequence: extract values, update records, reconcile savings, and log changes over time.
I use AI for data entry, scenario modeling, and spotting spending patterns while reviewing the records and making the decisions myself.
Reliable analysis depends on consistent source data and reconciliation. More context helps only when it is organized and current.