Categorize Revolut transactions automatically with GPT-4 and Supabase
Revolut Extracts Analyzer
This n8n template processes Revolut statements, normalizes transactions, and uses AI to categorize expenses automatically.
Use cases include detecting subscriptions, separating internal transfers, and building dashboards to track spending.
How it works
- Get Categories from Supabase
- Download & Transform
- Loop Over Items
- LLM Categorizer
- Insert into Supabase
How to use
- Start with the manual trigger node or replace it with a schedule/webhook.
- Connect Google Drive to provide Revolut CSV files.
- Ensure Supabase has tables for
transactionsandcategories. - Extend with notifications, reports, or BI tools.
Requirements
- Google Drive for CSV files
- Supabase tables for categories & transactions
- LLM provider (OpenAI/Gemini)
Categorize Revolut Transactions Automatically with GPT-4 and Supabase
This n8n workflow automates the categorization of Revolut transactions using the power of GPT-4 and stores the categorized data in a Supabase database. It streamlines financial management by intelligently processing transaction details from a CSV file and assigning relevant categories.
What it does
This workflow performs the following key steps:
- Triggers Manually: The workflow is initiated manually, allowing you to control when the categorization process runs.
- Reads Revolut CSV: It connects to Google Drive to fetch and extract transaction data from a specified Revolut CSV file.
- Prepares Data for AI: The extracted transaction data is then processed to create a structured input suitable for the AI model.
- Categorizes with GPT-4: Each transaction is sent to an OpenAI Chat Model (GPT-4) which, using a structured output parser, intelligently determines the appropriate category based on the transaction description.
- Batches for Efficiency: Transactions are processed in batches to optimize performance and resource usage.
- Combines Categorized Data: After AI processing, the categorized data is merged back into a single dataset.
- Formats for Supabase: The data is transformed into a format suitable for insertion into a Supabase database.
- Stores in Supabase: Finally, the categorized transactions are inserted into a designated table in your Supabase database.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance.
- Google Drive Account: With a Revolut transaction CSV file accessible.
- OpenAI API Key: For the OpenAI Chat Model (GPT-4) to categorize transactions.
- Supabase Account: With a database and a table configured to store your categorized transactions.
- n8n Langchain Nodes: Ensure you have the
@n8n/n8n-nodes-langchainpackage installed in your n8n instance.
Setup/Usage
- Import the Workflow: Download the provided JSON and import it into your n8n instance.
- Configure Credentials:
- Google Drive: Set up your Google Drive credential to allow n8n to access your files.
- OpenAI Chat Model: Configure your OpenAI credential with your API key.
- Supabase: Set up your Supabase credential with your Supabase URL and API key.
- Customize Google Drive Node:
- In the "Google Drive" node, specify the ID of your Revolut CSV file.
- Review Code Nodes:
- The "Edit Fields" and "Code" nodes contain logic to prepare and format your data. Review and adjust them if your CSV structure or Supabase table schema differs.
- Configure Supabase Node:
- In the "Supabase" node, specify the
Table Namewhere you want to store the categorized transactions.
- In the "Supabase" node, specify the
- Activate and Execute:
- Activate the workflow.
- Click "Execute Workflow" on the "When clicking ‘Execute workflow’" node to run the categorization process.
This workflow provides a robust solution for automating the often tedious task of categorizing financial transactions, leveraging AI for intelligent classification and Supabase for structured storage.
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