Personal budget & expense tracker with Google Sheets and alerts MCP

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This template provides a set of MCP tools to manage personal budgets and expenses. This MCP tools can be integrated to any AI client that support MCP integration. How it works It stores transaction...

Best for

Personal Productivity automation workflows
AI RAG automation workflows
advanced n8n builders looking for reusable templates

Tools used

@n8n/n8n-nodes-langchain.mcptrigger, n8n-nodes-base.filter, n8n-nodes-base.executeworkflowtrigger, @n8n/n8n-nodes-langchain.toolworkflow, n8n-nodes-base.googlesheetstool, n8n-nodes-base.switch, n8n-nodes-base.googlesheets, n8n-nodes-base.crypto

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Destiya Wijayanto.

Original n8n.io source

1.1 Workflow description

Title: Personal budget & expense tracker with Google Sheets and alerts MCP
Workflow name: Personal budget & expense tracker with Google Sheets and alerts MCP

This template provides a set of MCP tools to manage personal budgets and expenses. This MCP tools can be integrated to any AI client that support MCP integration.

How it works

It stores transaction records and budget in google sheet
It will give warning if expense is above budget

How to setup

Sign in with google in google sheet nodes
Copy google sheet template (link available in the sticky note)
Target google sheet nodes to the right sheet
Integrate with AI client
Enjoy!!

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - MCP Server Trigger

Type / Role: @n8n/n8n-nodes-langchain.mcpTrigger - mcpTrigger
Config choices: Version 1

Block 2 - Filter

Type / Role: n8n-nodes-base.filter - filter
Config choices: Version 2.2

Block 3 - Google Sheets Filter Workflow

Type / Role: n8n-nodes-base.executeWorkflowTrigger - executeWorkflowTrigger
Config choices: Version 1.1

Block 4 - Get list transactions

Type / Role: @n8n/n8n-nodes-langchain.toolWorkflow - toolWorkflow
Config choices: Version 2.2

Block 5 - Get By ID

Type / Role: n8n-nodes-base.googleSheetsTool - googleSheetsTool
Config choices: Version 4.6

Block 6 - Switch

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3.2

Block 7 - get by id

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 8 - remove transaction

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 9 - get all transactions

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 10 - Remove Transaction

Type / Role: @n8n/n8n-nodes-langchain.toolWorkflow - toolWorkflow
Config choices: Version 2.2

Block 11 - Crypto

Type / Role: n8n-nodes-base.crypto - crypto
Config choices: Version 1

Block 12 - If

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 13 - Get existing budget

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 14 - Code

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 15 - add transaction

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 16 - budget not found?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 17 - Code1

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 18 - Get Monthly Expenses

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 19 - Add Transaction

Type / Role: @n8n/n8n-nodes-langchain.toolWorkflow - toolWorkflow
Config choices: Version 2.2

Block 20 - Code2

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 21 - Update transaction

Type / Role: n8n-nodes-base.googleSheets - googleSheets
Config choices: Version 4.6

Block 22 - If1

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Block 23 - Code3

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 24 - budget not found?1

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.2

Showing the first 24 of 59 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Personal budget & expense tracker with Google Sheets and alerts MCP
Complexity	advanced
Nodes	59
Categories	Personal Productivity, AI RAG
Author	Destiya Wijayanto
Published	03 Jun 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/4612/4612.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Personal Productivity workflows AI RAG workflows

Frequently asked questions

What does Personal budget & expense tracker with Google Sheets and alerts MCP do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Personal Productivity, AI RAG use case.

Destiya Wijayanto

1 workflow

Nodes

@n8n/n8n-nodes-langchain.mcptrigger n8n-nodes-base.filter n8n-nodes-base.executeworkflowtrigger @n8n/n8n-nodes-langchain.toolworkflow n8n-nodes-base.googlesheetstool n8n-nodes-base.switch n8n-nodes-base.googlesheets n8n-nodes-base.crypto

Complexity

advanced

Published 03 Jun 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/4612/4612.json

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Personal budget & expense tracker with Google Sheets and alerts MCP

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

How to setup

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - MCP Server Trigger

Block 2 - Filter

Block 3 - Google Sheets Filter Workflow

Block 4 - Get list transactions

Block 5 - Get By ID

Block 6 - Switch

Block 7 - get by id

Block 8 - remove transaction

Block 9 - get all transactions

Block 10 - Remove Transaction

Block 11 - Crypto

Block 12 - If

Block 13 - Get existing budget

Block 14 - Code

Block 15 - add transaction

Block 16 - budget not found?

Block 17 - Code1

Block 18 - Get Monthly Expenses

Block 19 - Add Transaction

Block 20 - Code2

Block 21 - Update transaction

Block 22 - If1

Block 23 - Code3

Block 24 - budget not found?1

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions