Personal financial analyst that categorizes your monthly expenses and calculates them

Built with n8n
1

Here’s what this workflow does:

  1. Telegram bot receives your monthly bank statement in PDF format.
  2. The AI agent categorizes the items from the statement.
  3. The code checks whether there are items with ASK category (meaning, need to ask you about some items from the bank statement that are not celar)
  4. If there are such items, Telegram bot will send a message and wait for your response. If no, calculations will be done right away.
  5. The final node fills up the the Excel file with your categorized monthly expenses.

I hope that this workflow will be as useful to someone as it useful to me.

2 Likes
2

welcome to the n8n community @flowRunner
Nice workflow! I’d love to see a v2 with spending anomaly detection, flagging categories that are significantly above the monthly average. A Telegram summary with totals and a budget health score would also be a great addition

2 Likes
3

Thanks for your feedback @tamy.santos !

I actually have a Telegram node in the end in the original flow where I send the summary with the link to Excel. I had to trim a flow a bit because of 32K char limit. The anomaly detection and categories flagging is an excellent idea. But maybe I can do it in Excel with formula. What do you think?

I have this file created with some charts for this flow: