Personalized Built-in Google Sheets AI Budgeting Agent

  • My goal is simple: to create tools that are useful, accessible, and customizable—no matter where you are in your financial journey. This AI-powered budgeting agent, built directly into Google Sheets, is designed to make managing your money intuitive, proactive, and actually empowering.

    Whether you're looking for a ready-to-use system or want to learn how to build it yourself, this tool includes step-by-step DIY instructions so you can understand, adapt, and customize it to fit your unique needs.

    No jargon. No judgment.
    Just a system that learns with you—helping you build habits that align with your values, goals, and real life.

    • A clean, customizable Google Sheets budget template (monthly + weekly views)

    • A built-in AI agent that answers your questions like:
      “Where am I overspending?”
      “How much room do I have for self-care this week?”
      “What did I do well financially this month?”

    • Automatic daily + weekly email updates so you stay on track without micromanaging

    • A step-by-step Setup Guide so you can start using it in under 10 minutes

    • A DIY Build-Your-Own Guide for creatives, builders, and curious minds who want to learn how to recreate or customize the system from scratch

    • A companion AI prompt guide to help you ask better financial questions

  • No need to connect any accounts or set up any expensive monthly subscription fee. All your data stays in your control, in your Google Drive.