What You'll Build
Use AI tools such as ChatGPT or Claude to build a personal finance app you create once and keep. Connect it to your real financial records to see a clear picture of your income, expenses, cash flow, debt, savings, investments, net worth, and financial goals, with no monthly subscription.
- See your most important numbers in one place
- Track income, expenses, and monthly cash flow
- Understand your debt, savings, and net worth at a glance
- Watch progress toward your savings and financial goals
- Use it on your phone or desktop
- Shape the look and features around your priorities
Everything you track, together
- Income
- Expenses
- Monthly cash flow
- Debt
- Savings
- Investments
- Net worth
- Goals
Protect Your Financial Information
You'll learn a simple, safe way to prepare and upload your statements — organizing what the app needs while keeping sensitive details private and sharing no more than necessary.
Build It Step by Step
Follow along with videos, screenshots, and copy-and-paste prompts that walk you through building each part of your app — one step at a time.
- Prepare the financial information your app needs
- Turn your records into clear dashboards and insights
- Use guided prompts to create each feature
Own What You Build
Once it's built, it's yours to keep. No recurring fees, no locked-in platform — update it or expand it whenever you want.
Customize It Around Your Goals
Your app can grow with you — add new tools and features over time as your goals, habits, and priorities change.
Why It Matters
Your financial information can easily become scattered across accounts, statements, spreadsheets, emails, and notes.
My Financial OS will give you one clear place to understand your financial position, monitor your progress, and make more informed decisions. Instead of paying for another financial app, you will build a system that belongs to you and can grow with you.
Join the Launch
Join the launch list, and we'll email you a link as soon as the course is ready.