Seguimiento de presupuesto

El escenario

You've got a monthly budget split across housing, food, transport, and other categories. You want to see where you overspent, what the overall breakdown looks like, and how this month compares to previous months.

Paste your numbers into Claude and describe the charts you want. ChartPane renders them inline, so you can screenshot the dashboard or keep asking follow-up questions.

Los gráficos

Los datos

Fictional monthly budget for a household of two. Swap in your own categories and numbers.

Budget vs actual (monthly, USD):
  Housing:       budgeted $1,800  /  actual $1,850
  Food:          budgeted $600    /  actual $720
  Transport:     budgeted $400    /  actual $380
  Entertainment: budgeted $200    /  actual $310
  Utilities:     budgeted $180    /  actual $175
  Healthcare:    budgeted $120    /  actual $95
  Savings:       budgeted $700    /  actual $500

Monthly total spending (Jan–Jun): $4,950 / $5,100 / $4,780 / $5,230 / $5,120 / $4,830

El prompt

Aquí hay un prompt que produce el panel anterior:

Create a budget tracker dashboard with 3 charts:

1. Spending breakdown (doughnut): Housing $1850, Food $720, Transport $380,
   Entertainment $310, Utilities $175, Healthcare $95, Savings $500

2. Budget vs actual (horizontal bar, two datasets): show budgeted and actual
   side by side for Housing, Food, Transport, Entertainment, Utilities,
   Healthcare, Savings

3. Monthly spending trend (area chart): Jan $4950, Feb $5100, Mar $4780,
   Apr $5230, May $5120, Jun $4830

Variaciones a probar

• Year-to-date view: "Show cumulative spending vs budget target as a line chart across 12 months"
• Category deep-dive: "Break down Food into groceries, restaurants, and coffee shops"
• Savings rate: "Bar chart of monthly savings rate as a percentage of income for Jan–Jun"
• Overspend highlight: "Show only categories where actual exceeded budget, sorted by overspend amount"

Tipos de gráficos usados

Visualiza tu presupuesto

Pega tus datos de presupuesto en Claude y describe los gráficos que quieres. ChartPane se encarga del resto.