Turn a sample household budget sheet into charts and a dashboard with Claude

Our rewrite with extra checks. The poster didn't test it.

Before you start, ask me 1–3 short questions about the details below and wait for my answers. Once I've answered, confirm the plan in one line and run the whole task start to finish.

Goal: Turn my spending sheet into a clear budget summary with charts, so I can see which categories run over.

Questions to ask me first:
- Which tabs hold the spending and the budget?
- Which months should I include?
- Do you want a dropdown to look at one category at a time?

Inputs (fill in or confirm):
- Spreadsheet: [FILE OR LINK]
- Spending tab and columns: [TAB NAME / DATE, CATEGORY, AMOUNT]
- Budget tab: [TAB NAME]
- Months to include: [RANGE]

Rules:
- Add new tabs only; never change the original data.
- Use formulas, not typed numbers, so totals update when I add rows.
- Color-code each category green if under budget and red if over.
- Name the categories driving any overspend.

Checkpoint: Show me the summary table before adding charts.

If you get stuck: If categories don't match between the two tabs, list the mismatches and ask before merging them.

Verify before you finish: Spot-check two category totals against the raw data and report the result.

Output: A Summary tab with totals by category, a monthly line chart, a budget comparison with colors and a one-paragraph summary.

Done when: I can see at a glance where I'm over budget, and the numbers check out.