Explore the VaultPersonal finance / No. 001

In development

Personal Finance Manager.

An Excel + AI system for managing your personal finances.

For people looking for a more intentional way to manage their personal finances, with Excel and AI as practical tools along the way.

Format
Excel + AI
By
Daniel Sarkwa
Price
To be announced
Explore the idea Purchases aren't open yet
A hand-drawn spiral workbook with a friendly little AI companion beside it.
Workbook + AI companion A digital resource

The intention

Your money,
a little more considered.

A practical resource should make it easier to begin. This one starts with personal finance: making time to look at your numbers and think about the choices ahead.

The direction is an Excel workbook paired with an AI workflow. The workbook preview below shows an early layout concept with sample figures; the final contents and a demonstration will be shared before launch.

Read the thinking behind the Vault

A look inside

A little structure.
A clearer picture.

The workbook gives your numbers a place to live. The AI workflow is being designed to sit alongside it, as a companion to your money routine.

Here's an early look at the direction: a monthly overview with room to see what comes in, what goes out and what remains. The finished workbook and AI setup will be shown before launch.

Personal Finance ManagerConcept

A moment for your money

The monthly picture.

September
Sample month
Money in
8,400GHS
Money out
5,250GHS
Remaining
3,150GHS
Home2,100
Everyday living1,575
Getting around525
Other1,050
A little structure for your next money check-in.
Daniel's Vault / No. 001Illustrative data
Layout concept with sample figures in GHS. Final workbook may differ.

Who it's for

A starting point
for a better routine.

  • You want to give your personal finances more regular attention.
  • You like the flexibility of working in a spreadsheet.
  • You are curious about using AI alongside a practical system.

Before it launches

The details
are part of the product.

Here's what you'll be able to check before deciding to buy. These details are still being confirmed.

01

Inside the download

The exact workbook files, included guides and a walkthrough using the finished resource.

02

What you’ll need

Supported Excel versions and devices, plus any software or account requirements.

03

How AI fits in

The AI service, any extra costs, whether it is optional and what data the workflow uses.

04

The purchase details

The price and currency, usage licence, updates, support and refund terms.

A little more clarity

Good questions.

More about the Vault
Can I buy the Personal Finance Manager yet?

Not yet. It is the first resource being developed for the Vault. The price, full contents and a walkthrough of the finished workbook will be available here before purchasing opens.

Is the preview the finished workbook?

The preview is a layout concept using illustrative sample data. It shows the direction of the resource, not a finished file or a confirmed feature list. Real workbook screenshots will replace it before launch.

Which Excel version and AI tools will I need?

The planned format is Excel + AI. Supported Excel versions, the AI workflow, any account requirements and additional costs are still being confirmed. Those details will be listed before the product goes on sale.

How will I get the files after buying?

When purchases open, the plan is to make your files available in My Vault. You will sign in with Google or an email link using the email address from your purchase. Checkout and account access are not available yet.