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Simple expense tracker with n8n chat, AI agent and Google Sheets

AnthonyAnthony
15436 views
2/3/2026
AIMarkdownOpenAIUtilityDocumentation
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Use Case

It is very convenient to add expenses via simple chat message. This workflow attempts to do exactly this using AI-powered n8n magic!

20250129 at 17.37.png Send message to a chat, something like "car wash; 59.3 usd; 25 jan 2024"

And get a response: Your 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"}

LLM will smartly parse your message to structured JSON and save the expense as a new row into Google Sheet!

Installation

1. Set up Google Sheets:

Clone this Sheet: https://docs.google.com/spreadsheets/d/1D0r3tun7LF7Ypb21CmbTKEtn76WE-kaHvBCM5NdgiPU/edit?gid=0#gid=0

(File -> Make a copy)

Choose this sheet into "Save expense into Google Sheets" node.

2. Fix sub-workflow dropdown:

open "Parse msg and save to Sheets" node (which is an n8n sub-workflow executor tool) and make sure the SAME workflow is chosen in the dropdown. it will allow n8n to locate and call "Workflow Input Trigger" properly when needed.

3. Activate the workflow to make chat work properly.

Sent message to chat, something like "car wash; 59.3 usd; 25 jan 2024"

you should get a response: Your 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"}

and new row in Google sheets should be inserted!

Simple Expense Tracker with n8n Chat AI Agent and Google Sheets

This n8n workflow automates the process of tracking expenses using a conversational AI agent and storing the details in a Google Sheet. It allows users to log expenses naturally through a chat interface, with the AI agent extracting relevant information and recording it.

What it does

  1. Listens for Chat Messages: The workflow is triggered whenever a new message is received via a chat interface (e.g., n8n's built-in chat UI or a connected chat service).
  2. Processes Chat Input with AI Agent: An AI agent, powered by an OpenAI Chat Model and equipped with conversational memory, interprets the user's message.
  3. Extracts Expense Information: If the AI determines the message is an expense, it uses an "Information Extractor" to parse structured data such as the expense amount, category, and description from the natural language input.
  4. Records Expense in Google Sheets: The extracted expense details are then written to a specified Google Sheet, automatically updating your expense log.
  5. Responds to User: The AI agent can respond to the user, confirming the expense has been logged or asking for more details if necessary.

Prerequisites/Requirements

  • n8n Instance: A running instance of n8n.
  • OpenAI API Key: For the "OpenAI Chat Model" and "Information Extractor" nodes. You'll need to configure an OpenAI credential in n8n.
  • Google Account: To connect to Google Sheets. You'll need to configure a Google Sheets credential in n8n with appropriate permissions to write to your spreadsheet.
  • Google Sheet: A pre-existing Google Sheet where expenses will be recorded. Ensure it has columns for the data you wish to store (e.g., "Date", "Amount", "Category", "Description").

Setup/Usage

  1. Import the workflow: Download the JSON and import it into your n8n instance.
  2. Configure Credentials:
    • OpenAI: Set up an OpenAI API Key credential in n8n. Select this credential in the "OpenAI Chat Model" and "Information Extractor" nodes.
    • Google Sheets: Set up a Google Sheets credential (OAuth2 recommended) in n8n. Select this credential in the "Google Sheets" node.
  3. Configure Google Sheets Node:
    • Specify the Spreadsheet ID of your expense tracker Google Sheet.
    • Specify the Sheet Name within that spreadsheet.
    • Map the incoming data from the "Information Extractor" to the correct columns in your Google Sheet.
  4. Activate the Workflow: Toggle the workflow to "Active" in n8n.
  5. Interact via Chat: You can now interact with the AI agent through a chat interface (e.g., n8n's built-in Chat UI if enabled, or a connected chat service like Telegram/Slack if configured with the "Chat Trigger" node).
    • Example phrases:
      • "I spent $50 on groceries."
      • "Lunch today was 15 dollars."
      • "Bought a new book for $25, category is entertainment."

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