Personal Finance Tracker with Google Sheets and Slack
This workflow automates personal finance tracking by integrating Google Sheets and Slack. It enables users to log transactions, track debts, and manage balances using natural language.
Key Benefits: Automated transaction logging, debt tracking, and balance management. It also provides a daily automated check-in at 11 PM, prompting users to log their transactions.
With this workflow, you can streamline your personal finance management and stay on top of your expenses.
- •A freelancer can use this workflow to track their income and expenses, and receive daily reminders to log their transactions. This helps them stay organized and ensure accurate financial records.
- •A small business owner can utilize this workflow to manage their company's finances, including tracking debts and balances. The automated check-in feature ensures that financial data is up-to-date and accurate.
- •An individual can use this workflow to manage their personal finances, including tracking expenses, income, and debts. The natural language processing feature allows for easy logging of transactions.
- •A financial advisor can use this workflow to help their clients track their finances and receive personalized recommendations for improvement.
- •A household can use this workflow to manage their shared expenses, income, and debts, promoting transparency and cooperation in financial decision-making.
- 1Create a Google Sheets document with separate sheets for balances, transactions, and debts.
- 2Set up a Slack workspace and create a bot user for the workflow.
- 3Configure the Google Sheets OAuth2 credential in n8n.
- 4Configure the Slack API credential in n8n.
- 5Set up the Google Gemini API credential in n8n for natural language processing.
- 6Configure the PostgreSQL database for storing conversation context.
- 7Test the workflow by triggering the daily check-in and logging transactions.
- 8Refine the workflow as needed to fit your specific use case.
{
"meta": {
"templateCredsSetupCompleted": false
},
"name": "Track personal finances in Google Sheets with AI Agent via Slack",
"tags": [],
"nodes": [
{
"id": "35177fc2-d800-4ef6-b437-c5ef7f9c60dd",
"name": "Get Current Balance",
"type": "n8n-nodes-base.googleSheets",
"position": [
544,
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"parameters": {
"options": {
"dataLocationOnSheet": {
"values": {
"range": "A:D",
...- Google Sheets OAuth2
- Slack API
- Google Gemini API
- PostgreSQL
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