Solido AI This workflow corresponds to n8n.io template #5517 — we link there as the canonical source.
The workflow JSON
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{
"id": "E1CD2pH99IVoXnwp",
"meta": {
"templateCredsSetupCompleted": true
},
"name": "Personal expense tracker",
"tags": [],
"nodes": [
{
"id": "0dc9105c-6579-4bde-b831-b993ac6e1a54",
"name": "Expense Input Webhook",
"type": "n8n-nodes-base.webhook",
"position": [
240,
100
],
"parameters": {
"path": "add-expense",
"options": {},
"httpMethod": "POST",
"responseMode": "responseNode"
},
"typeVersion": 1
},
{
"id": "17662aeb-97d6-468e-b1d1-2b82a44dfbb9",
"name": "Validate and Format Expense Data",
"type": "n8n-nodes-base.function",
"position": [
540,
100
],
"parameters": {
"functionCode": "// Validate and format expense data\nconst body = $input.first().json.body || {};\n\nconst expense = {\n date: body.date || new Date().toISOString().split('T')[0],\n category: body.category || 'Other',\n description: body.description || 'No description',\n amount: parseFloat(body.amount) || 0,\n payment_method: body.payment_method || 'Cash'\n};\n\n// Validate amount\nif (expense.amount <= 0) {\n throw new Error('Amount must be greater than 0');\n}\n\n// Validate category\nconst validCategories = ['Food', 'Transport', 'Shopping', 'Bills', 'Entertainment', 'Health', 'Other'];\nif (!validCategories.includes(expense.category)) {\n expense.category = 'Other';\n}\n\n// Format amount to 2 decimal places\nexpense.amount = Math.round(expense.amount * 100) / 100;\n\nreturn { json: expense };"
},
"typeVersion": 1
},
{
"id": "0a4044a1-f23e-4c5a-9383-425f0fb5cf9e",
"name": "Save Expense to Google Sheets",
"type": "n8n-nodes-base.googleSheets",
"position": [
840,
100
],
"parameters": {
"options": {
"cellFormat": "USER_ENTERED"
},
"operation": "append",
"sheetName": "Expenses",
"documentId": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_YOUR_SPREADSHEET_ID"
}
},
"typeVersion": 4
},
{
"id": "84af3396-544e-41fe-a8ae-5f27f912bf77",
"name": "Calculate Monthly Summary",
"type": "n8n-nodes-base.function",
"position": [
1140,
100
],
"parameters": {
"functionCode": "// Calculate summary for current expense\nconst currentExpense = $('Validate and Format Expense Data').first().json;\nconst currentDate = new Date(currentExpense.date);\nconst currentMonth = currentDate.getMonth() + 1;\nconst currentYear = currentDate.getFullYear();\n\n// Create response with expense details and summary\nconst summary = {\n expense_added: currentExpense,\n monthly_summary: {\n month: currentMonth,\n year: currentYear,\n category: currentExpense.category,\n amount_added: currentExpense.amount,\n date_updated: new Date().toISOString()\n },\n success: true,\n message: `Expense of $${currentExpense.amount} for ${currentExpense.category} has been recorded successfully.`\n};\n\nreturn { json: summary };"
},
"typeVersion": 1
},
{
"id": "71a8e380-dc27-4cdb-a4e7-388347a38939",
"name": "Send Success Response",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
1440,
100
],
"parameters": {
"options": {}
},
"typeVersion": 1
},
{
"id": "638d6c11-fcdc-4aa7-a785-6a23dad63e06",
"name": "Send Error Response",
"type": "n8n-nodes-base.respondToWebhook",
"position": [
540,
260
],
"parameters": {
"options": {}
},
"typeVersion": 1
},
{
"id": "026567d0-aef6-49a8-9100-22cbac0bccae",
"name": "Daily Summary Schedule",
"type": "n8n-nodes-base.cron",
"position": [
240,
400
],
"parameters": {},
"typeVersion": 1
},
{
"id": "483b47d5-4b82-4e5b-9d79-fb1c2337d90a",
"name": "Read Today's Expenses from Sheet",
"type": "n8n-nodes-base.googleSheets",
"position": [
540,
400
],
"parameters": {
"options": {},
"sheetName": "Expenses",
"documentId": {
"__rl": true,
"mode": "id",
"value": "REPLACE_WITH_YOUR_SPREADSHEET_ID"
}
},
"typeVersion": 4
},
{
"id": "f166a60d-06f0-4852-88e2-c4a05fbf39c9",
"name": "Calculate Daily Total",
"type": "n8n-nodes-base.function",
"position": [
840,
400
],
"parameters": {
"functionCode": "// Filter and calculate today's expenses\nconst today = new Date().toISOString().split('T')[0];\nconst allExpenses = $input.all()[0].json || [];\n\n// Filter expenses for today\nconst todayExpenses = allExpenses.filter(expense => {\n return expense.date === today;\n});\n\n// Calculate total and by category\nconst categoryTotals = {};\nlet totalToday = 0;\n\ntodayExpenses.forEach(expense => {\n const amount = parseFloat(expense.amount || 0);\n totalToday += amount;\n \n if (!categoryTotals[expense.category]) {\n categoryTotals[expense.category] = 0;\n }\n categoryTotals[expense.category] += amount;\n});\n\nreturn {\n json: {\n date: today,\n total_expenses: Math.round(totalToday * 100) / 100,\n expense_count: todayExpenses.length,\n category_breakdown: categoryTotals,\n expenses: todayExpenses\n }\n};"
},
"typeVersion": 1
},
{
"id": "b395295d-2f98-41cf-9ea3-37aa8ba09e83",
"name": "Main Workflow Explanation",
"type": "n8n-nodes-base.stickyNote",
"position": [
-320,
-100
],
"parameters": {
"color": 4,
"width": 450,
"height": 1180,
"content": "# \ud83d\udcb0 Personal Expense Tracker API\n\n## What This Workflow Does\nProvides a complete expense tracking system with webhook API for adding expenses and automatic Google Sheets storage with daily summaries.\n\n## How It Works\n1. **API Endpoint**: Receives expenses via POST webhook\n2. **Data Validation**: Ensures proper format and categories\n3. **Google Sheets Storage**: Automatically saves to spreadsheet\n4. **Daily Reports**: Sends summary at 8 PM daily\n5. **Real-time Responses**: Returns success/error immediately\n\n## API Usage\nSend POST to: `/webhook/add-expense`\n```json\n{\n \"amount\": 25.50,\n \"category\": \"Food\",\n \"description\": \"Lunch at cafe\",\n \"payment_method\": \"Credit Card\"\n}\n```\n\n## Categories\n\u2022 Food \u2022 Transport \u2022 Shopping \u2022 Bills\n\u2022 Entertainment \u2022 Health \u2022 Other\n\n## Setup Required\n1. Create Google Sheets with 'Expenses' sheet\n2. Headers: Date | Category | Description | Amount | Payment Method\n3. Replace SPREADSHEET_ID in nodes\n4. Connect Google Sheets OAuth2\n5. Activate workflow\n\n## Perfect For\n\u2705 Personal finance tracking\n\u2705 Mobile app integration\n\u2705 Family expense sharing\n\u2705 Small business expense logging\n\n**Includes automatic validation, error handling, and daily summaries.**"
},
"typeVersion": 1
},
{
"id": "49605945-3d4d-497c-83f9-2518ebc4e1e9",
"name": "Step 1 - API Input",
"type": "n8n-nodes-base.stickyNote",
"position": [
200,
-220
],
"parameters": {
"color": 7,
"width": 300,
"height": 280,
"content": "## Step 1: API Input\n\n**Webhook** receives expense data via POST request\n\n**Endpoint**: `/webhook/add-expense`\n**Method**: POST\n**Format**: JSON\n\n*Perfect for mobile apps, web forms, or direct API calls*"
},
"typeVersion": 1
},
{
"id": "c02af8e8-6b84-4226-81cb-558bda710a91",
"name": "Step 2 - Data Validation",
"type": "n8n-nodes-base.stickyNote",
"position": [
500,
-200
],
"parameters": {
"color": 7,
"width": 300,
"height": 260,
"content": "## Step 2: Data Validation\n\n**Function Node** validates and cleans data:\n\u2022 Checks amount > 0\n\u2022 Validates categories\n\u2022 Sets defaults for missing fields\n\u2022 Formats numbers properly\n\n*Ensures data consistency*"
},
"typeVersion": 1
},
{
"id": "0ab3f049-da8f-48f0-9715-3fd5382310b8",
"name": "Step 3 - Google Sheets Storage",
"type": "n8n-nodes-base.stickyNote",
"position": [
800,
-220
],
"parameters": {
"color": 7,
"width": 300,
"height": 280,
"content": "## Step 3: Google Sheets Storage\n\n**Google Sheets Node** appends expense to spreadsheet\n\n**Sheet**: 'Expenses'\n**Columns**: Date | Category | Description | Amount | Payment Method\n\n*Your permanent expense database*"
},
"typeVersion": 1
},
{
"id": "f68eeb78-bf5c-43e6-8ac2-20745b3aa54f",
"name": "Step 4 - API Response",
"type": "n8n-nodes-base.stickyNote",
"position": [
1140,
-200
],
"parameters": {
"color": 7,
"width": 300,
"height": 260,
"content": "## Step 4: API Response\n\n**Response Nodes** return JSON with:\n\u2705 Success: Expense details + confirmation\n\u274c Error: Validation errors + field requirements\n\n*Immediate feedback for calling applications*"
},
"typeVersion": 1
},
{
"id": "d1a9d5fa-b4d8-492f-b3ed-9d8789194da3",
"name": "Daily Summary Automation",
"type": "n8n-nodes-base.stickyNote",
"position": [
1120,
280
],
"parameters": {
"color": 6,
"width": 500,
"height": 250,
"content": "## \ud83d\udcca Automated Daily Summary\n\n**Cron Trigger** runs daily at 8:00 PM to:\n\u2022 Read all today's expenses from Google Sheets\n\u2022 Calculate total spending and category breakdown\n\u2022 Generate summary report\n\n**Perfect for**: Evening expense review, budget tracking, spending pattern analysis\n\n*Stay informed about your daily spending habits automatically*"
},
"typeVersion": 1
}
],
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "aedb5fd0-8999-486c-af50-b440d70e1926",
"connections": {
"Expense Input Webhook": {
"main": [
[
{
"node": "Validate and Format Expense Data",
"type": "main",
"index": 0
}
]
]
},
"Daily Summary Schedule": {
"main": [
[
{
"node": "Read Today's Expenses from Sheet",
"type": "main",
"index": 0
}
]
]
},
"Calculate Monthly Summary": {
"main": [
[
{
"node": "Send Success Response",
"type": "main",
"index": 0
}
]
]
},
"Save Expense to Google Sheets": {
"main": [
[
{
"node": "Calculate Monthly Summary",
"type": "main",
"index": 0
}
]
]
},
"Read Today's Expenses from Sheet": {
"main": [
[
{
"node": "Calculate Daily Total",
"type": "main",
"index": 0
}
]
]
},
"Validate and Format Expense Data": {
"main": [
[
{
"node": "Save Expense to Google Sheets",
"type": "main",
"index": 0
}
]
]
}
}
}
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About this workflow
How it works: This system functions by receiving expenses via webhook POST. It validates the data, stores it in Google Sheets, and, daily at 8 PM, generates and sends financial summaries. Automatic categorization simplifies the organization of expenses. Set up steps: Setup…
Source: https://n8n.io/workflows/5517/ — original creator credit. Request a take-down →
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