Automate Expense Tracking: From Email to Google Sheets
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Effortlessly capture expense details directly from your emails. This workflow automatically reads receipts, extracts key information, and organizes it into a Google Sheet for seamless financial management.
About This Workflow
Tired of manual expense entry? This n8n workflow revolutionizes how you manage your spending. It's designed to automatically scan your inbox for emails containing receipts or expense information. Upon detection, it uses advanced OCR technology to extract crucial details like the date, description, category, currency, and total amount. All this extracted data is then meticulously organized and added to a designated Google Sheet, giving you a clear, up-to-date overview of your expenses without any manual intervention. Streamline your accounting, reduce errors, and save valuable time.
Key Features
- Automated Email Monitoring: Scans your inbox for specific expense-related keywords.
- Intelligent Receipt Parsing: Utilizes OCR to extract data from attached receipts.
- Data Standardization: Formats extracted information into consistent fields (Date, Description, Category, Currency, Amount).
- Seamless Google Sheets Integration: Appends all processed expense data directly to your chosen Google Sheet.
- Configurable Filters: Allows customization of email subject matching for broader applicability.
How To Use
- Connect Email Account: Configure the
Check for new emailsnode with your IMAP credentials (e.g., Gmail). - Define Subject Patterns: In the
Setup Variablesnode, adjust thesubjectPatternsvalue to match keywords commonly found in your expense/receipt emails (e.g.,(invoice|receipt|bill)). - Configure Receipt Parsing: Ensure the
Read Receiptsnode is correctly linked and set up with your Mindee Receipt API credentials. Specify the attachment property (e.g.,attachment_0) if it varies. - Map Data to Columns: In the
Set column datanode, map the extracted Mindee JSON fields (likedate,category,total) and email subject components to the desired Google Sheet column names (Date, Description, Category, Currency, Amount). - Specify Google Sheet: In the
Add to Google Sheetnode, provide your Google Sheet ID and ensure theoAuth2authentication is set up. Define the target range (e.g.,A:E). - Activate Workflow: Enable the workflow to begin automated expense tracking.
Apps Used
Workflow JSON
{
"id": "11897459-7ae4-44bb-832f-c8a8352ac3b7",
"name": "Automate Expense Tracking: From Email to Google Sheets",
"nodes": 14,
"category": "Operations",
"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: 11897459-7ae4...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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