Add formulas and monthly expense flags to a property operating statement
At a glance
Jonathan Buckelew used Claude for Excel to turn a hard-coded multifamily operating statement into a workbook with calculated totals and expense-change alerts. This workflow is listed under spreadsheet-automation, real-estate-operations, variance-analysis.
- Agents / tools
- Claude for Excel, Microsoft Excel
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What they did
He asked the Excel plug-in to replace fixed totals in a trailing-12-month statement with formulas. His prompt identified the total rows, specified that column N should sum columns B through M and requested a table of expenses changing by at least 5% from the previous month.
How it went
He reports saving 20 minutes and shares a video of the spreadsheet workflow.