Record transactions & generate budget reports with Gemini AI, Telegram & Firefly III

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Important notice

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

1. Workflow Overview

Who this is for Anybody using Firefly III, especially home/self hosted users, who want to add some level of automation to their transaction tracking, either in addition to or because they can't or ...

Best for

Document Extraction automation workflows
AI Chatbot automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.telegram, @n8n/n8n-nodes-langchain.googlegemini, n8n-nodes-base.code, n8n-nodes-base.httprequest, n8n-nodes-base.switch, @n8n/n8n-nodes-langchain.lmchatgooglegemini, n8n-nodes-base.stickynote, n8n-nodes-base.splitinbatches

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title: Record transactions & generate budget reports with Gemini AI, Telegram & Firefly III
Workflow name: Record transactions & generate budget reports with Gemini AI, Telegram & Firefly III

Who this is for

Anybody using Firefly III, especially home/self-hosted users, who want to add some level of automation to their transaction tracking, either in addition to or because they can't or don't want to use the dataimporter

How it works - posting transactions

User sends a transaction screenshot/image or statement to a Telegram bot
Gemini analyzes it based on the user's requirements (asset account IDs & categories)
The transaction information is parsed to create a suitable POST to a Firefly instance
The transaction(s) are posted to Firefly via its API, using an OAuth2 credential

How it works - requesting budget reports

User sends the word 'Report' via telegram
A 'GET' API request is sent to Firefly for all budgets between the beginning of the month and the request date, including remaining amounts for each
This is converted to a CSV file
The CSV is sent to the user via Telegram

Prerequisites

Telegram, and knowledge of how to set up a bot (search for BotFather in Telegram)
An existing instance of Firefly III with admin access for creating OAuth2 credentials

How to set it up - Credentials

Open Telegram, and search for BotFather
Create a new bot by following the instructions
Save the API key provided
In n8n, create a new Telegram credential using the info for the new bot
Create an OAuth client in Firefly, using the redirect URL found in n8n's OAuth2 API credential creator
Fill the n8n OAuth2 API credential form as Authorization Code, filling in the remaining parameters from the info created in Firefly
Create a Gemini credential following the instructions in n8n

How to set it up - the workflow

Set the credential in each Telegram node
Set the Firefly credential in each http node
Set the correct base URL for the Firefly instance in each http node
Set the desired Gemini credential and model in each AI node
Set the correct Bank IDs (as per Firefly) and preferred categories in the AI node system message

Customization options

The user can specify all types of asset and expense accounts, as well as a specific list of categories and descriptions for Gemini to use. Gemini can also be swapped out for any other AI/LLM.

Additionally, anyone can build on this by reviewing the Firefly API documents to automate almost any other part of the Firefly software.

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 - Get file from server

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 2 - Analyze the image or pdf

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

Block 3 - Make it pretty

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

Block 4 - Get image from server

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 5 - Post to Firefly

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 6 - Switch

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3.3

Block 7 - Analyzer Scraper

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

Block 8 - Sticky Note1

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

Block 9 - Sticky Note5

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

Block 10 - Loop for Multiple Items

Type / Role: n8n-nodes-base.splitInBatches - splitInBatches
Config choices: Version 3

Block 11 - Confirmation Message

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 12 - Get Remaining Budget

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 13 - Parse JSON

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

Block 14 - Pull required fields

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 15 - Make CSV

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

Block 16 - Send CSV

Type / Role: n8n-nodes-base.telegram - telegram
Config choices: Version 1.2

Block 17 - Transaction Image or PDF Received

Type / Role: n8n-nodes-base.telegramTrigger - telegramTrigger
Config choices: Version 1.2

Block 18 - Parse details & add category

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

Block 19 - Sticky Note2

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

Block 20 - Parse Output

Type / Role: @n8n/n8n-nodes-langchain.outputParserStructured - outputParserStructured
Config choices: Version 1.3

Block 21 - Sticky Note

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

Block 22 - Sticky Note3

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

3. Summary Table

Workflow	Record transactions & generate budget reports with Gemini AI, Telegram & Firefly III
Complexity	advanced
Nodes	22
Categories	Document Extraction, AI Chatbot
Author	PTS
Published	28 Nov 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/11339/11339.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 Document Extraction workflows AI Chatbot workflows

Frequently asked questions

What does Record transactions & generate budget reports with Gemini AI, Telegram & Firefly III 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 Document Extraction, AI Chatbot use case.

PTS

1 workflow

Nodes

n8n-nodes-base.telegram @n8n/n8n-nodes-langchain.googlegemini n8n-nodes-base.code n8n-nodes-base.httprequest n8n-nodes-base.switch @n8n/n8n-nodes-langchain.lmchatgooglegemini n8n-nodes-base.stickynote n8n-nodes-base.splitinbatches

Complexity

advanced

Published 28 Nov 2025

Likes 0

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Install path: /data/workflows/11339/11339.json

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Record transactions & generate budget reports with Gemini AI, Telegram & Firefly III

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Who this is for

How it works - posting transactions

How it works - requesting budget reports

Prerequisites

How to set it up - Credentials

How to set it up - the workflow

Customization options

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Get file from server

Block 2 - Analyze the image or pdf

Block 3 - Make it pretty

Block 4 - Get image from server

Block 5 - Post to Firefly

Block 6 - Switch

Block 7 - Analyzer Scraper

Block 8 - Sticky Note1

Block 9 - Sticky Note5

Block 10 - Loop for Multiple Items

Block 11 - Confirmation Message

Block 12 - Get Remaining Budget

Block 13 - Parse JSON

Block 14 - Pull required fields

Block 15 - Make CSV

Block 16 - Send CSV

Block 17 - Transaction Image or PDF Received

Block 18 - Parse details & add category

Block 19 - Sticky Note2

Block 20 - Parse Output

Block 21 - Sticky Note

Block 22 - Sticky Note3

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