MAKE YOUR COPY
Open your personal Dashboard
Work only in your own copy. Do not enter bank logins, card numbers, account numbers, addresses, employer names or personal documents.
Make my Dashboard copy ↗PREPARE YOUR DASHBOARD
This setup turns one real month into the calculated Data Block your first AI session needs.
TIME
25–45 minutes onceKEEP OPEN
Product Hub · Your Dashboard · Completed ExampleAI CHAT
Not needed until SEEMAKE YOUR COPY
Work only in your own copy. Do not enter bank logins, card numbers, account numbers, addresses, employer names or personal documents.
Make my Dashboard copy ↗TAB 00
TAB 01
Add your income pattern, the money you currently use for safety and one goal if you have one. Round numbers are fine.
TAB 02
You may enter one total row per category. You do not need to list every purchase.
TAB 03
Confirm the numbers appeared and choose whether the period was Typical, Unusual or Uncertain. Do not run the AI session yet.
My numbers are visible — continue to SEE →NOT SURE WHAT TO ENTER?
Maya is a fictional customer. Use the example to understand the shape and level of detail of an answer. Never copy Maya’s numbers, dates or decisions into your Dashboard.
PREPARATION CHECK