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10d (edited) • 🔥 Burn Bright, Not Out
REPLAY - April Financial Review +
Today was the day I tracked my finances. If you didn’t join live, do it tomorrow or the next day. Just don’t skip it. This is one of those small habits that changes everything.
At the end of the call, I shared how I’m using Claude to turn my spreadsheet into something I can actually see and understand.
I run everything through spreadsheets so I can track what’s coming in and what’s going out. Every time I review, I catch something. Something to clean up, something to stop, or something to double down on.
Here’s the simple way to make a Claude Dashboard for your spreadsheet data
Open a new chat in Claude
Upload your Google Sheet or a downloaded .xlsx file
Hit return
Claude will ask what you want to do
Tell it: create a visual dashboard as a PDF or HTML artifact
Add any extra instructions if you want multiple months combined
Then ask it to turn this into a repeatable skill
Save the skill
Create a project called Monthly Finances
Type / and select your saved skill
Upload next month’s spreadsheet
Watch what it builds for you
I was going to share my skill, but it was made for me. If you want me to templatize it, comment below!
If you’re working on April, start there. That’s your clean starting point.
If you didn't do this live with me, tell me below when you’re sitting down to track April.
And if you need a place to begin, use my spreadsheet template. I keep one for each income stream inside my brand, Burn Bright, Not Out:
https://docs.google.com/spreadsheets/d/1K3B-qnVkrFMkpRq0zbrQNdT-7sH-pFi3m1PI7kgsVdM/edit?usp=sharing
This is easy work that can be hard to do, but it’s not optional if you want clarity in your spending and income.
Watch the REPLAY here: https://us06web.zoom.us/rec/play/YFfzHg0AK-VsLfeIAPyzouPd28Yz0LkLcn76jzMznuQf6kInqqBL03W2a5tK2caDSSG_GtGlZek5utnH.zSAEyI22cMf_n1Ar
Passcode: P62iL*aP
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REPLAY - April Financial Review +
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👉 Led by author Sybil Hall using the Burn Bright, Not Out system.
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