Build an AI-Powered Smart Budget Tracker (No Code Required)

Uncover the transformative world of AI-powered budgeting in this comprehensive course tailored for small business owners, financial planners, students, and anyone interested in leveraging AI for financial management. With guidance from industry-leading expert Joshua Rischin, explore the creation of a smart budget tracker for a fictional restaurant using Claude from Anthropic—all without the need for complex coding. Learn the fundamentals of prompt engineering to craft precise inputs, manage data security, identify potential AI errors, and understand the system's processing limits. Discover the potential of generative AI in the business world by transforming raw data into interactive budget trackers, complete with real-time calculations and visualizations. By the end of this course, you’ll be prepared to build and customize a functional budget tracker that supports smart, strategic decision-making for your business.

Learning objectives
Explain the role of no-code GenAI tools in building practical applications and identify how these tools make AI more approachable for business professionals.
Describe responsible data practices to ensure safe experimentation in GenAI app creation.
Identify the purpose and structure of an effective budget tracker and what decisions need to be made before starting to build the tracker.
Prepare and structure financial data to help AI generate relevant and accurate outputs for a budget tracker.
Write effective GenAI prompts to extract key financial insights and drive logic for budget analysis.