Automated Personal Expense Tracker with Daily Summaries
detail.loadingPreview
Seamlessly track your personal or business expenses using a simple API endpoint. This n8n workflow automatically validates your expense data, saves it to Google Sheets, and provides real-time feedback, all while generating daily summary reports of your spending.
About This Workflow
Effortlessly manage your finances with this comprehensive Personal Expense Tracker. It functions as a robust API endpoint, allowing you to quickly log expenses from any application or custom tool. The workflow meticulously validates and formats all incoming data, ensuring accuracy (e.g., positive amounts, valid categories) before securely storing it in your Google Sheets spreadsheet. Beyond real-time expense recording, it intelligently compiles and generates daily summaries, offering a clear overview of your spending habits and patterns. With built-in error handling, you'll always receive instant feedback on your expense submissions, making financial tracking simple and reliable.
Key Features
- API-Driven Expense Input: Easily log expenses via a dedicated POST webhook endpoint (
/webhook/add-expense), perfect for mobile apps or custom forms. - Intelligent Data Validation: Automatically validates amounts (must be greater than zero) and categorizes expenses, ensuring data integrity before saving.
- Automated Google Sheets Storage: Securely saves all validated expenses to your designated Google Sheet in real-time, building a comprehensive record.
- Scheduled Daily Spending Reports: Generates an aggregated daily summary of your expenses, including total spending and a category breakdown, delivered on a customizable schedule.
- Real-time Feedback & Error Handling: Receive instant success or detailed error responses for every expense submission, providing immediate clarity.
How To Use
-
Prepare Google Sheet: Create a new Google Sheet in your Google Drive. Name one of its sheets 'Expenses' and set up the following header columns in the first row:
Date | Category | Description | Amount | Payment Method. -
Configure Google Sheets Nodes: In the 'Save Expense to Google Sheets' and 'Read Today's Expenses from Sheet' nodes, connect your Google Sheets account using OAuth2 credentials. Replace
REPLACE_WITH_YOUR_SPREADSHEET_IDwith the actual ID of your Google Sheet (this ID is part of the sheet's URL). -
Activate Workflow: Once the Google Sheets nodes are correctly configured, activate the workflow to make it live.
-
Use the Webhook: Send POST requests to the
/webhook/add-expenseendpoint. Your request body should be a JSON object, for example:{ "amount": 25.50, "category": "Food", "description": "Lunch at cafe", "payment_method": "Credit Card" }
-
Schedule Daily Summaries: The 'Daily Summary Schedule' node is a CRON trigger. To configure it for a specific time (e.g., 8 PM daily), edit its parameters to
0 20 * * *for UTC time, or adjust for your local timezone.
Apps Used
Workflow JSON
{
"id": "2ba51640-9404-49b1-ac90-a1fb687e2044",
"name": "Automated Personal Expense Tracker with Daily Summaries",
"nodes": 16,
"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: 2ba51640-9404...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
Statistics
Related Workflows
Discover more workflows you might like
Automate Your Daily Briefing: News, Emails, and Tasks
Streamline your day by automatically fetching the latest news from Times of India, important emails from your Gmail, and your upcoming Todoist tasks. Get a consolidated, beautifully formatted daily digest delivered straight to your inbox.
AI Music Generator with Suno V3.5 (KIE.ai)
This n8n workflow automates AI music generation using the KIE.ai API, powered by the Suno V3.5 model. Users simply submit music prompts, styles, and titles via a web form, and the system handles real-time generation and delivery of the final audio output. It's perfect for quickly creating custom music for various needs.
Smart Expense Tracking with Telegram & AI
Automate your personal finance management by turning your Telegram chat into an intelligent expense tracker. Simply send a photo of a receipt or a text message, and this workflow uses AI to categorize your spending, extract crucial details, and provide instant summaries.