Build a Finance Tracker in Sheets

The grind

Setting up a budget takes a weekend

Here's what doing this by hand looks like today, and why it doesn't scale.

• Every personal finance template online is either too generic or too complicated.
• Cross tab formulas, goal progress, and live portfolio prices are things nobody wants to wire up by hand.
• So the spreadsheet never gets built and the budget never gets tracked.

MewCP collapses all of this into one prompt. Here's what that looks like.

The flow

7 steps · 2 servers

Your agent runs it end-to-end

The payoff

A budget wired up in minutes

Tabs, formulas, conditional formatting, and live prices, a complete personal finance tracker built from a single prompt.

Paste this into Claude, Codex, or any MCP-connected agent. It'll connect your apps and run the task from start to finish.

Run it yourself

Copy the prompt

Goal: Build a Finance Tracker in Sheets

MCP servers needed (connected through MewCP): Google Sheets, Web Search

Steps:
1. Create the workbook with your title.
2. Add tabs for Income, Expenses, Goals, Portfolio, and Dashboard.
3. Seed each tab's headers and starter rows for your categories and goals.
4. Write the cross tab formulas on the Dashboard, including a monthly SUMIF, goal progress percentages, and a runway calculation.
5. Apply conditional formatting, with green for income, red for overdrawn categories, and a gradient for goal progress.
6. For each ticker, look up the current quote and write it into the Portfolio tab.
7. Return the spreadsheet URL.

Check with me before sending any message or changing data in a connected app.

More recipes

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Categorize Brex Expenses

Pull the week's Brex transactions, assign GL codes from vendor and amount patterns, and flag the uncertain ones for review.

NE