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Personal Finance Dashboard in Excel | Income, Expense & Savings Tracker | Build 2mins

3 min videoNov 10, 2026The notes cover it

Use Claude AI to generate VBA for an Excel dashboard, then run it with a macro button to track income, expenses, and savings.

  • Paste a dashboard prompt into Claude AI and copy the VBA code it generates.
  • In Excel, insert a VBA module, paste the code, and assign the build macro to a button.
  • Use the dashboard’s filters, refresh button, and reset control to manage its data and view.

The process is straightforward, and the notes capture the setup and dashboard controls. · Best for: Excel users who want a filterable personal income, expense, and savings tracker.

The tutorial uses Claude AI to generate VBA that builds an Excel personal finance dashboard from a data sheet. The dashboard has five KPI cards, six charts, filters, and controls for fullscreen viewing, refreshing, and resetting.

Dashboard features0:00

  • The dashboard tracks income, expenses, and savings in one place.
  • Month filters update five KPI cards and six charts.

Generate and install the VBA0:30

  • Paste the dashboard prompt into Claude AI and copy the generated VBA code.
  • In Excel, press Alt+F11, insert a module, paste the code, then assign the build dashboard macro to the button.

Build and use the dashboard1:38

  • Click the build button, then use filters to update the dashboard.
  • Use Exit Full Screen to return to edit mode, Refresh Dashboard after adding data, and Reset to clear filters.

Step by step

  1. Open Claude AI and submit the dashboard prompt; copy the generated VBA code.
  2. In Excel, press Alt+F11, insert a module, and paste the code.
  3. Return to the data sheet, right-click the build button, choose Assign Macro, select Build Dashboard, and confirm.
  4. Click the button to build the dashboard; use filters, Refresh Dashboard, and Reset as needed.

Tools & resources mentioned

  • Claude AI — generates the VBA code from a prompt.
  • Excel VBA editor — add a module and install the generated code.
  • Video description — offers the data file and prompt for following along.
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Notes are AI-generated from the video's transcript and may miss nuance.