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Automation Templates

Personal Expense Manager

Submit an expense and get it logged, categorised, and confirmed automatically with n8n.

A form-driven personal finance tracker that logs, categorises, and summarises expenses automatically. Submit an expense through a hosted n8n form and the system uses the Claude API to parse receipt details, handles split expenses between people, logs everything to a structured Google Sheet, and sends a confirmation email summary. There are no apps to install and no manual spreadsheet entry required.

n8nAutomationFinanceExpense TrackingAIGoogle Sheets

All products come with setup documentation. Custom modifications available on request.

What's Included

Key Features

Hosted Expense Form

An n8n-hosted form accessible from any device. Add it to your phone home screen for one-tap expense entry anywhere.

AI Receipt Parsing

Uses the Claude API to auto-fill merchant name, category, and amount from your input without any manual categorisation.

Split Expense Support

Tracks your share versus a friend's share with initials, making it straightforward to manage shared dinners, trips, or household costs.

Google Sheets Logging

Writes each expense to a structured Google Sheet with columns for Date, Merchant, Category, Currency, Total, and Split details.

Email Confirmation

Sends a summary confirmation email after every submission so you always have a receipt trail.

Zero Additional Hosting

The form is served directly from your n8n instance with no extra infrastructure or third-party form tools required.

Getting Started

Setup Guide

  1. 1

    Import the `.json` workflow file into your n8n instance.

  2. 2

    Configure credentials for Google Sheets OAuth, Gmail, and the Claude API (Anthropic).

  3. 3

    Share the n8n-hosted form URL with yourself and add it to your phone home screen for quick access.

  4. 4

    Submit an expense and the workflow will parse, log, and confirm it automatically.

Ready to get started?

Get in touch and we'll send you everything you need: package file, documentation, and setup support.

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