All ideasMore in Money

Turn our messy family spreadsheet into a phone dashboard we both trust

Marco Madonna spent three days in October having the AI turn the Excel workbook he and his partner use to run their house into a phone dashboard backed by the same Google Sheet, which was never replaced. The AI first mapped the workbook and flagged a total that didn't add up, the app now writes expenses and budgets back into the sheet, monthly broker reports are imported only if every check passes, and a verification script matched 50 checks against the sources with zero unexplained differences — plus it spotted a kids' savings payment likely credited to the wrong contract.

How it works

  1. Brief the AI: no app code until the data is understood
  2. It produces a data dictionary of the workbook and asks about a savings total that doesn't match instead of fixing it silently
  3. Workbook copied to a native Google Sheet with added flat tabs, his own tabs untouched
  4. Build four pages (overview, shared plan and settle-up, savings, broker portfolio)
  5. Second round: dashboard writes expenses, paid ticks and budgets back into source cells, refusing to overwrite formulas
  6. Broker reports imported manually with layout, contract and totals checks; if anything fails, nothing is imported
  7. Verification script compares app against sheet and reports: 50 checks matched, 2 explained differences, 0 unexplained

Why it’s worth knowing

The builder app reconciled itself against his own spreadsheet to the cent — and caught a savings payment sitting on the wrong child's contract.

Where it’s from

Summarized from a public post on medium.com. See the original ↗

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be
2The prompt, with the steps
3The check when it’s done
Upgraded prompts are coming soon.

Try next

Every idea is a real post from someone who tried it, summarized in our words, with a link to the original. App names are swapped for plain words.