Build your own cash flow dashboard
with Claude Code.
25 seconds · fictional sample data · published October 26, 2026 Watch on YouTube ↗
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What the video shows: a 25-second look at the cash flow tool you build in our Claude Code workshop: a transaction log, CSV import, and a dashboard you can make your own. The project uses fictional coffee-shop data with known totals, so you can check every number you build: $48,250 in, $32,840 out and $15,410 net for the 24 sample transactions, and $48,700 in, $32,990 out and $15,710 net after the extra CSV import, which is the state shown in the video.
Build it yourself
- Try the interactive demo with the same sample data.
- How to build a cash flow dashboard with Claude Code: seven steps, the prompt and the checks.
- Free cash flow dashboard template: sample CSV and expected monthly totals.
- Free starter lesson: plan the project and know your numbers before you build.
No coding is needed, but you do need a paid Claude plan for Claude Code; see Claude Code for non-developers.
Turn a CSV into a working cash flow dashboard.
A self-paced Claude Code workshop for bookkeepers, accountants and FP&A: six lessons, one project, sample data with expected totals. Taught by CFO Leo Godnik.
See the six lessons — $69 → Or start with the free lesson ↗