Finance / Data design
A finance vault
AI can actually use.
I replaced a sprawling spreadsheet with structured budget, investment, savings, and net-worth records in Obsidian, then built a repeatable workflow with Claude around them.
Read the project
The problem
Manual updates scattered across a spreadsheet made it harder to keep a consistent financial picture.
What I designed
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.
What changed
I use AI for data entry, scenario modeling, and spotting spending patterns while reviewing the records and making the decisions myself.
What I learned
Reliable analysis depends on consistent source data and reconciliation. More context helps only when it is organized and current.
& transaction data
A clear source → a repeatable process → a useful result