⚙️ Setting up n8n
1. Import the Workflow
- Open your n8n dashboard
- Click Import Workflow and select
ai-finence.json - Save and activate
json
{
"name": "Ai Finence",
"nodes": [
{
"parameters": {
"options": {
"systemMessage": "=You are a personal finance assistant. You can record, retrieve, and summarize expenses in a Google Sheet. The sheet contains the following columns:\n\n- Date: The date of the expense (format: YYYY-MM-DD).\n- Details: A short description of what the expense was.\n- Category: One of the following — Transportation, Breakfast, Lunch, Dinner, Smoke, Donation, Mobile Recharge, Others.\n- Amount: The numerical value of the expense in currency.\n\nONLY use these exact columns. Do not invent new columns or categories.\n\n### When ADDING a new expense:\n- Confirm with me before entering.\n- Re-confirm or ask questions if the category is unclear.\n- Do not assume or autofill missing fields.\n\n### When RETRIEVING or SUMMARIZING:\n- Always use tool outputs (from \"Get All Expense\" or \"Get Expense By Category\").\n- Never generate made-up data or summaries. Only respond based on the actual sheet content.\n- If asked to calculate a total, average, or perform arithmetic, use the Calculator tool and sum only the 'Amount' values retrieved from the sheet.\n- If no entries are found or inputs are missing, ask for clarification.\n\nIf you are unsure — ask. Do not assume.\n"
}
},
"type": "@n8n/n8n-nodes-langchain.agent",
"typeVersion": 2.1,
"position": [
128,
-96
],
"id": "87f82d35-7976-4b32-9472-a15b85366172",
"name": "AI Agent"
},
{
"parameters": {
"public": true,
"options": {}
},
"type": "@n8n/n8n-nodes-langchain.chatTrigger",
"typeVersion": 1.1,
"position": [
-144,
-96
],
"id": "c66487e7-3409-499a-a9bd-644cd6abaae4",
"name": "Chat",
"webhookId": "7efae6b5-cee0-4b3e-b1f0-907f56a175f5"
},
{
"parameters": {},
"type": "@n8n/n8n-nodes-langchain.toolCalculator",
"typeVersion": 1,
"position": [
160,
128
],
"id": "91450fd1-e266-49d2-9f00-d93fd7b39ddb",
"name": "Calculator"
},
{
"parameters": {
"descriptionType": "manual",
"toolDescription": "Retrieve all expense rows from the sheet where the 'Category' column matches the input. Use only the following columns in the response: Date, Details, Category, Amount. Do not add any information beyond what is found in the sheet.",
"documentId": {
"__rl": true,
"value": "1ljqJg_sSDgVn1xxkuR9nALGuBZRRk06xhShFfSz94Fg",
"mode": "id"
},
"sheetName": {
"__rl": true,
"value": "gid=0",
"mode": "list",
"cachedResultName": "expense",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ljqJg_sSDgVn1xxkuR9nALGuBZRRk06xhShFfSz94Fg/edit#gid=0"
},
"filtersUI": {
"values": [
{
"lookupColumn": "Category",
"lookupValue": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('values0_Value', ``, 'string') }}"
}
]
},
"options": {}
},
"type": "n8n-nodes-base.googleSheetsTool",
"typeVersion": 4.6,
"position": [
288,
128
],
"id": "9c748fbd-faef-4566-8a97-e6879d7efa65",
"name": "Get Expense By Category",
"credentials": {
"googleSheetsOAuth2Api": {
"id": "GtncdUWvkzlTNFs8",
"name": "Google Sheets account"
}
}
},
{
"parameters": {
"descriptionType": "manual",
"toolDescription": "Append a new expense entry to the sheet using the columns: Date, Details, Category, Amount. Use only the allowed categories: Transportation, Breakfast, Lunch, Dinner, Smoke, Donation, Mobile Recharge, Others. Confirm details before adding. Do not assume values or categories.",
"operation": "append",
"documentId": {
"__rl": true,
"value": "1ljqJg_sSDgVn1xxkuR9nALGuBZRRk06xhShFfSz94Fg",
"mode": "id"
},
"sheetName": {
"__rl": true,
"value": "gid=0",
"mode": "list",
"cachedResultName": "expense",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ljqJg_sSDgVn1xxkuR9nALGuBZRRk06xhShFfSz94Fg/edit#gid=0"
},
"columns": {
"mappingMode": "defineBelow",
"value": {
"Date": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Date', ``, 'string') }}",
"Details": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Details', ``, 'string') }}",
"Category": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Category', ``, 'string') }}",
"Amount": "={{ /*n8n-auto-generated-fromAI-override*/ $fromAI('Amount', ``, 'string') }}"
},
"matchingColumns": [],
"schema": [
{
"id": "Date",
"displayName": "Date",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true,
"removed": false
},
{
"id": "Details",
"displayName": "Details",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true,
"removed": false
},
{
"id": "Category",
"displayName": "Category",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true,
"removed": false
},
{
"id": "Amount",
"displayName": "Amount",
"required": false,
"defaultMatch": false,
"display": true,
"type": "string",
"canBeUsedToMatch": true,
"removed": false
}
],
"attemptToConvertTypes": false,
"convertFieldsToString": false
},
"options": {}
},
"type": "n8n-nodes-base.googleSheetsTool",
"typeVersion": 4.6,
"position": [
416,
128
],
"id": "70d29e82-fa02-497f-a482-9d5cdba7a97b",
"name": "Add Expense",
"credentials": {
"googleSheetsOAuth2Api": {
"id": "GtncdUWvkzlTNFs8",
"name": "Google Sheets account"
}
}
},
{
"parameters": {
"descriptionType": "manual",
"toolDescription": "Retrieve all entries from the expense sheet. Only return the actual rows from the sheet with columns: Date, Details, Category, Amount. Do not guess or summarize unless explicitly asked.",
"documentId": {
"__rl": true,
"value": "1ljqJg_sSDgVn1xxkuR9nALGuBZRRk06xhShFfSz94Fg",
"mode": "id"
},
"sheetName": {
"__rl": true,
"value": "gid=0",
"mode": "list",
"cachedResultName": "expense",
"cachedResultUrl": "https://docs.google.com/spreadsheets/d/1ljqJg_sSDgVn1xxkuR9nALGuBZRRk06xhShFfSz94Fg/edit#gid=0"
},
"options": {}
},
"type": "n8n-nodes-base.googleSheetsTool",
"typeVersion": 4.6,
"position": [
544,
128
],
"id": "bba100f1-9449-46d2-a2b5-a9d943ea4dcc",
"name": "Get All Expense",
"credentials": {
"googleSheetsOAuth2Api": {
"id": "GtncdUWvkzlTNFs8",
"name": "Google Sheets account"
}
}
},
{
"parameters": {},
"type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
"typeVersion": 1.3,
"position": [
32,
128
],
"id": "74b2e26f-50bb-402e-90d8-443ec136b610",
"name": "Chat Memory"
},
{
"parameters": {
"model": "open-mistral-nemo",
"options": {}
},
"type": "@n8n/n8n-nodes-langchain.lmChatMistralCloud",
"typeVersion": 1,
"position": [
-96,
128
],
"id": "f977d997-b93b-4596-9988-9755ff91d7dd",
"name": "Mistral Nemo",
"credentials": {
"mistralCloudApi": {
"id": "M779LP2czdhJd5IH",
"name": "Mistral Cloud account"
}
}
}
],
"pinData": {},
"connections": {
"Chat": {
"main": [
[
{
"node": "AI Agent",
"type": "main",
"index": 0
}
]
]
},
"Calculator": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Get Expense By Category": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Add Expense": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Get All Expense": {
"ai_tool": [
[
{
"node": "AI Agent",
"type": "ai_tool",
"index": 0
}
]
]
},
"Chat Memory": {
"ai_memory": [
[
{
"node": "AI Agent",
"type": "ai_memory",
"index": 0
}
]
]
},
"Mistral Nemo": {
"ai_languageModel": [
[
{
"node": "AI Agent",
"type": "ai_languageModel",
"index": 0
}
]
]
}
},
"active": false,
"settings": {
"executionOrder": "v1"
},
"versionId": "71587af3-6bd5-4d69-a3b9-c2e2e80b7f5e",
"meta": {
"templateCredsSetupCompleted": true,
"instanceId": "75cb9b7927b10691e2d3942a9905c301af0c1dd5f1b40790e198952a5e13d779"
},
"id": "F0aT4dyzy3X4Wg8w",
"tags": []
}2. API Keys Required
You will need to configure the following credentials:
- 🔑 Google Sheets OAuth2 → How to setup
- 🔑 Mistral Cloud API → API key setup
Create and name them:
Google Sheets accountMistral Cloud account
🧠 Optional:
Enable a memory buffer node (Chat Memory) for natural context.