AI-Powered Personal Expense Tracker with Google Sheets
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Automate your personal expense tracking with this n8n workflow, leveraging AI integration to manage transactions stored in Google Sheets. Easily add, list, update, and remove your expenses using natural language commands.
About This Workflow
This powerful n8n workflow transforms your personal finance management by integrating directly with AI agents, allowing you to interact with your expense data using conversational prompts. It acts as a robust backend for managing transactions in a Google Sheet, offering functionalities to list, add, update, and remove expenses. Designed for seamless interaction, it simplifies expense tracking, making it accessible and efficient through intelligent automation. Perfect for anyone looking to bring a conversational interface to their personal financial records.
Key Features
- AI-Powered Interaction: Integrates with Langchain-compatible AI agents for natural language command processing.
- Comprehensive Transaction Management: Supports adding, listing, updating, and removing personal expenses.
- Google Sheets Backend: Utilizes Google Sheets as a flexible and accessible database for all your transaction data.
- Date-Based Filtering: Easily retrieve transactions within specific date ranges.
- Modular & Extensible: Built with a clear switch-based routing, making it easy to add more functionalities.
How To Use
- Set up Google Sheets Credentials: Ensure you have an active Google Sheets OAuth2 API credential connected in n8n.
- Prepare Your Google Sheet: Create a Google Sheet (e.g., named "transactions") with columns such as
id,date,amount,description, and any other relevant expense details. TheGet By IDnode uses anidcolumn, and theFilternode relies on adatecolumn. - Configure the Trigger: The
MCP Server Triggeris set to listen on the/personal-expensepath. This is where your AI agent (or other external system) will send its commands. - Define AI Tools: The
Get list transactionsandGet By IDnodes are configured as Langchain tools, exposing their functionalities (list_transaction,get_by_id) to your AI agent with appropriate descriptions and input schemas. - Extend Functionality: The
Switchnode routes incoming commands (list_transaction,add_transaction,remove_transaction,update_transaction). Connect theadd_transaction,remove_transaction, andupdate_transactionoutputs to respective Google Sheets nodes (e.g., 'Append Row', 'Delete Row', 'Update Row') to fully implement these features. - Test the Workflow: Manually trigger the workflow or interact via your configured AI agent to ensure all transaction management commands work as expected.
Apps Used
Workflow JSON
{
"id": "4429ad72-4d5e-4a7b-8cd6-73533bf5f2ed",
"name": "AI-Powered Personal Expense Tracker with Google Sheets",
"nodes": 7,
"category": "Personal",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 4429ad72-4d5e...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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