AI agent: expense tracker in Google Sheets and n8n chat
Automate your expense tracking by transforming natural language descriptions into structured data and saving it directly into Google Sheets. This n8n workflow leverages the power of OpenAI to interpret your expense details from chat messages, extracting key information like amount, category, and description, then uses a Google Sheets node to append this data to your chosen spreadsheet. Ideal for small business owners, freelancers, or anyone needing to quickly log expenses without manual data entry, this solution eliminates the tedious process of opening a spreadsheet and typing in each transaction. By simply sending a chat message, you can ensure all your expenditures are accurately recorded, saving significant time and reducing errors in your financial management.
Workflow JSON
{"id": "aLTkMiEDYXbMK4fT", "meta": {"instanceId": "5b860a91d7844b5237bb51cc58691ca8c3dc5b576f42d4d6bbedfb8d43d58ece", "templateCredsSetupCompleted": true}, "name": "AI agent: expense tracker in Google Sheets and n8n chat", "tags": [], "nodes": [{"id": "9260b53e-6848-4f34-9643-311c58c807f6", "name": "AI Agent", "type": "@n8n/n8n-nodes-langchain.agent", "position": [360, 40], "parameters": {"options": {"maxIterations": 3, "systemMessage": "You are a helpful accountant. Use save to db tool to save expense message to DB. respond with \"Your expense saved, here is the output of save sub-workflow:[data]\""}}, "typeVersion": 1.7}, {"id": "0d7a686c-42c2-4223-9f78-b454788fb6da", "name": "When chat message received", "type": "@n8n/n8n-nodes-langchain.chatTrigger", "position": [0, 40], "webhookId": "6a34ec84-459d-4cc4-83b6-06ae4c99dc8f", "parameters": {"options": {}}, "typeVersion": 1.1}, {"id": "f1f27aaf-cf13-40d9-b8f9-800a862f8bf0", "name": "Workflow Input Trigger", "type": "n8n-nodes-base.executeWorkflowTrigger", "position": [180, 600], "parameters": {"workflowInputs": {"values": [{"name": "input1"}]}}, "typeVersion": 1.1}, {"id": "a1530601-1a91-45be-adef-2e0608bfe773", "name": "OpenAI Chat Model", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [340, 300], "parameters": {"options": {}}, "credentials": {"openAiApi": {"id": "", "name": "[Your openAiApi]"}}, "typeVersion": 1.1}, {"id": "c6f9782e-6b9b-421e-8b10-9ef04cbbee8c", "name": "Window Buffer Memory", "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow", "position": [500, 300], "parameters": {}, "typeVersion": 1.3}, {"id": "bbe1116a-1c66-496e-a9bf-747457e47bb0", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [-760, 200], "parameters": {"width": 720, "height": 500, "content": "## Save your expenses via chat message. \n\nLLM will parse your message to structured JSON and save as a new row into Google Sheet.\n\n## Installation\n### 1. Set up Google Sheets:\nClone this Sheet:\nhttps://docs.google.com/spreadsheets/d/1D0r3tun7LF7Ypb21CmbTKEtn76WE-kaHvBCM5NdgiPU/edit?gid=0#gid=0\n\n(File -> Make a copy)\n\nChoose this sheet into \"Save expense into Google Sheets\" node.\n\n\n### 2. Fix sub-workflow dropdown: \nopen \"Parse msg and save to Sheets\" node (which is an n8n sub-workflow executor tool) and choose the SAME workflow in the dropdown. it will allow n8n to call \"Workflow Input Trigger\" properly when needed.\n\n\n### 3. Activate the workflow to make chat work properly.\nSent message to chat, something like \"car wash; 59.3 usd; 25 jan 2024\"\n\nyou should get a response:\nYour expense saved, here is the output of save sub-workflow:{\"cost\":59.3,\"descr\":\"car wash\",\"date\":\"2024-01-25\",\"msg\":\"car wash; 59.3 usd; 25 jan 2024\"}\n\nand new row in Google sheets should be inserted!"}, "typeVersion": 1}, {"id": "61a489f7-5b95-438a-81f0-1e3e8c445622", "name": "OpenAI Chat Model1", "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi", "position": [400, 900], "parameters": {"options": {}}, "credentials": {"openAiApi": {"id": "", "name": "[Your openAiApi]"}}, "typeVersion": 1.1}, {"id": "57908f61-ed9b-41a9-aba6-031bfc65bd31", "name": "Expense text to JSON parser", "type": "@n8n/n8n-nodes-langchain.informationExtractor", "position": [400, 600], "parameters": {"text": "=convert expense to JSON: \n\n{{ $json.input1 }}", "options": {}, "attributes": {"attributes": [{"name": "cost", "type": "number", "required": true, "description": "expense cost"}, {"name": "descr", "required": true, "description": "description of expense"}, {"name": "date", "type": "date", "description": "date in UTC format. "}]}}, "typeVersion": 1}, {"id": "23f123eb-c4d9-4e6c-a521-311498d40d61", "name": "Save expense into Google Sheets", "type": "n8n-nodes-base.googleSheets", "position": [760, 600], "parameters": {"columns": {"value": {"msg": "={{ $('Workflow Input Trigger').item.json.input1 }}", "cost": "={{ $json.output.cost }}", "date": "={{ $json.output.date ? $json.output.date : $now }}", "descr": "={{ $json.output.descr }}"}, "schema": [{"id": "date", "type": "string", "display": true, "removed": false, "required": false, "displayName": "date", "defaultMatch": false, "canBeUsedToMatch": true}, {"id": "cost", "type": "string", "display": true, "removed": false, "required": false, "displayName": "cost", "defaultMatch": false, "canBeUsedToMatch": true}, {"id": "descr", "type": "string", "display": true, "removed": false, "required": false, "displayName": "descr", "defaultMatch": false, "canBeUsedToMatch": true}, {"id": "msg", "type": "string", "display": true, "removed": false, "required": false, "displayName": "msg", "defaultMatch": false, "canBeUsedToMatch": true}], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false}, "options": {"useAppend": true}, "operation": "append", "sheetName": {"__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1_BMLmh5MtmQarWuZIJANQZSkjaQ2Rc3YYLhwyz1Sec0/edit#gid=0", "cachedResultName": "Sheet1"}, "documentId": {"__rl": true, "mode": "list", "value": "1_BMLmh5MtmQarWuZIJANQZSkjaQ2Rc3YYLhwyz1Sec0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1_BMLmh5MtmQarWuZIJANQZSkjaQ2Rc3YYLhwyz1Sec0/edit?usp=drivesdk", "cachedResultName": "ai-expense"}}, "credentials": {"googleSheetsOAuth2Api": {"id": "", "name": "[Your googleSheetsOAuth2Api]"}}, "typeVersion": 4.5}, {"id": "83770030-eab1-499a-b743-fe639e34fbb2", "name": "Parse msg and save to Sheets", "type": "@n8n/n8n-nodes-langchain.toolWorkflow", "notes": "Make sure that this SAME workflow is chosen in the Workflow dropdown!", "position": [660, 300], "parameters": {"name": "save_expense_in_db", "workflowId": {"__rl": true, "mode": "list", "value": "aLTkMiEDYXbMK4fT", "cachedResultName": "sub-workflow1"}, "description": "Call this tool to save expense in db.", "workflowInputs": {"value": {"input1": "={{ $json.chatInput }}"}, "schema": [{"id": "input1", "type": "string", "display": true, "removed": false, "required": false, "displayName": "input1", "defaultMatch": false, "canBeUsedToMatch": true}], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false}}, "notesInFlow": true, "typeVersion": 2}], "active": true, "pinData": {}, "settings": {"executionOrder": "v1"}, "versionId": "9ab1bbef-ffe8-462c-a201-920c6d250ade", "connections": {"OpenAI Chat Model": {"ai_languageModel": [[{"node": "AI Agent", "type": "ai_languageModel", "index": 0}]]}, "OpenAI Chat Model1": {"ai_languageModel": [[{"node": "Expense text to JSON parser", "type": "ai_languageModel", "index": 0}]]}, "Window Buffer Memory": {"ai_memory": [[{"node": "AI Agent", "type": "ai_memory", "index": 0}]]}, "Workflow Input Trigger": {"main": [[{"node": "Expense text to JSON parser", "type": "main", "index": 0}]]}, "When chat message received": {"main": [[{"node": "AI Agent", "type": "main", "index": 0}]]}, "Expense text to JSON parser": {"main": [[{"node": "Save expense into Google Sheets", "type": "main", "index": 0}]]}, "Parse msg and save to Sheets": {"ai_tool": [[{"node": "AI Agent", "type": "ai_tool", "index": 0}]]}}}How to Import This Workflow
- 1Copy the workflow JSON above using the Copy Workflow JSON button.
- 2Open your n8n instance and go to Workflows.
- 3Click Import from JSON and paste the copied workflow.
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