Business and toolsPersonal finance ledger
A private money app I use myself (shown here with made-up data)
Personal finance ledger
My income varies, my accounts are in different places, and statements arrive as PDFs. It was built in five days (19 to 23 Oct 2026) and runs on its own: the bank sync each morning, the Sheet sync every 15 minutes, and a full refresh whenever a new statement arrives.
Sample data · made up for this page
- Problem
- My income varies, my accounts are in different places, and statements arrive as PDFs.
- What I did
- I had Claude build a private app for my Mac and iPhone, and the pipeline behind it.
- Result
- It was built in five days (19 to 23 Oct 2026) and runs on its own: the bank sync each morning, the Sheet sync every 15 minutes, and a full refresh whenever a new statement arrives.
- Project
- Personal finance ledger
- What it is
- A private money app I use myself (shown here with made-up data)
- Credit
- Specified by me; built by Claude under my direction
Screens use made-up sample data. It's a personal app, so no real figure appears anywhere.
The review inbox
Every morning, new transactions wait in one inbox.
Confirm each one, fix its category, or save a rule so it's automatic next time. Possible duplicates are flagged before they count twice.
5 daysto build, 19 to 23 Oct 2026. It now runs on its own: the bank sync each morning and the Sheet sync every 15 minutes.
Sample data · made up for this page
Sample data · made up for this page
01Problem
The problem.
My income varies, my accounts are in different places, and statements arrive as PDFs. It was hard to see what was safe to spend and what was coming due.
02What I did
What I did.
I had Claude build a private app for my Mac and iPhone, and the pipeline behind it:
- statement PDFs are read and each transaction is sorted into a category by ordered rules;
- a read-only bank feed adds new transactions each morning;
- a Google Sheet stays in step with the app, syncing both ways every 15 minutes.
The app has a daily review inbox: confirm each new transaction, fix its category, or save a rule so it's automatic next time. Checks confirm that every statement rebuilds to its ending balance and that the app agrees with the workbook.
03Result
The result.
It was built in five days (19 to 23 Oct 2026) and runs on its own: the bank sync each morning, the Sheet sync every 15 minutes, and a full refresh whenever a new statement arrives. It's personal, so no figures are shown here.
04Skills
What this shows.
Skills it shows: Automation, AI tools, Process improvement.
Contact
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