SWITCHBOARDS · WORKING STARTER

01 Visualize02 Automate03 Optimize

Your business, in view.

Fictional sample. This dashboard runs locally. It does not connect to a bank or run an AI model.

01 · VISUALIZE

Projects and spending

WHAT NEEDS ATTENTION

See the gaps.

    02 · AUTOMATE

    Give the checking a job.

    Use Claude Cowork with the starter folder to update records, generate a review and save a recovery plan.

    Run 01-build-dashboard.md, then 02-weekly-review.md.

    No scheduled task is installed by this dashboard.

    03 · OPTIMIZE

    This week’s improvement

    Where the numbers come from

    Project spending is the sum of expense records matched by project ID. Software is the sum of listed monthly subscriptions. These are separate totals; neither is profit.

    Inspect current records
    Changes stay in this tab until you export JSON. After Claude edits business.json, import that file here. A refresh resets the tab to the original sample.
    Get the guides · How to build your own