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Add comprehensive budget & financial planning spreadsheet - #1
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Generates a fully-formatted 13-sheet Excel workbook (FundSight_Budget_Planner.xlsx) mirroring the FundSight app's features, with colour-coding, dropdowns, conditional formatting, and live formulas throughout. Sheets included: - 📊 Dashboard — KPI cards, budget vs actual table, 50/30/20 summary - 💰 Monthly Budget — needs/wants/savings planning with live actuals - 💵 Income — multi-source income tracker with KPIs - 📝 Transactions — full transaction log, 100 rows, dropdown categories/accounts - 📅 Bills & Subscriptions — recurring bills with overdue highlighting - 🎯 Savings Goals — target/saved/progress with data-bar indicators - 🏦 Debt Tracker — loan portfolio + avalanche/snowball strategy guide - 📈 Net Worth — monthly snapshots with MoM change tracking - 📊 Annual Summary — 12-month income & expense grid with net savings row - 🏗 Project Costs — Bill of Quantities (BOQ) for construction/project costing - 🧮 Tax Estimator — Guyana GRA PAYE, NIS, and take-home pay calculator - 📖 Help & Guide — user manual for every sheet - ⚙ Settings — master dropdown source lists (all validation lists editable here) Design uses FundSight brand palette: Emerald #10B981, Gold #D4AF37, and status colours (green/amber/red) with conditional formatting on all key ranges. Script: scripts/generate_budget_spreadsheet.py https://claude.ai/code/session_01CrJcF6KTkTju9NBsidKfsR
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Generates a fully-formatted 13-sheet Excel workbook (FundSight_Budget_Planner.xlsx)
mirroring the FundSight app's features, with colour-coding, dropdowns, conditional
formatting, and live formulas throughout.
Sheets included:
Design uses FundSight brand palette: Emerald #10B981, Gold #D4AF37, and
status colours (green/amber/red) with conditional formatting on all key ranges.
Script: scripts/generate_budget_spreadsheet.py
https://claude.ai/code/session_01CrJcF6KTkTju9NBsidKfsR