You will get AI-Powered Personal Finance Tracker
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Project details
A powerful AI-driven personal finance tracker that automates the entire process of logging transactions and answering financial questions. Unlike basic spreadsheet trackers, this solution leverages a conversational AI assistant, allowing users to interact with their finances using natural language.
Key features include:
Intelligent Automation: The system automatically logs new expenses and income from a conversational interface (e.g., WhatsApp, Telegram etc.), saving significant time and reducing manual errors.
Conversational Data Querying: Users can ask natural language questions like, "How much did I spend on groceries this month?" or "What was my total transportation expense in June 2025?" and receive instant, accurate, and user-friendly responses.
Customizable and Scalable: Built on n8n, this workflow is highly customizable and can be easily adapted to track new categories, integrate with other data sources, or connect to different messaging apps.
Secure - no need to share your personal finance data with any third party tools
Looker studio dashboard - provides interactive charts for further tracking and deep dive
Key features include:
Intelligent Automation: The system automatically logs new expenses and income from a conversational interface (e.g., WhatsApp, Telegram etc.), saving significant time and reducing manual errors.
Conversational Data Querying: Users can ask natural language questions like, "How much did I spend on groceries this month?" or "What was my total transportation expense in June 2025?" and receive instant, accurate, and user-friendly responses.
Customizable and Scalable: Built on n8n, this workflow is highly customizable and can be easily adapted to track new categories, integrate with other data sources, or connect to different messaging apps.
Secure - no need to share your personal finance data with any third party tools
Looker studio dashboard - provides interactive charts for further tracking and deep dive
What's included $100
These options are included with the project scope.
$100
- Delivery Time 3 days
- Number of Revisions 2
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JO
Joe O.
Jul 8, 2026
Improvements to google sheets automation model
DG
Daniel G.
Jan 16, 2026
30 minute consultation
JP
John P.
Nov 29, 2025
Data Visualization
JH
JP H.
Nov 14, 2025
Automation with Zapier / Google Sheets
SB
Stephen B.
Oct 9, 2025
Google Sheets + Apps Script Expert | Enterprise Client Management Dashboard
Very helpful in creating dashbaord and pulling API documentation for our used case - will definitely use their services again!
About Priyanka
Data Analytics & AI Automation | AI Agents/Workflows, Claude, RAG, LLM
100%
Job Success
Bangalore, India - 7:03 am local time
I help businesses transform their operations with AI, automation, and data-driven solutions. From AI agents and intelligent workflows to custom business applications and analytics platforms, I build systems that automate processes, connect disconnected systems, and improve decision-making.
Backed by 20+ years of experience across software engineering, analytics, and automation, I deliver scalable, end-to-end solutions that combine AI, APIs, business logic, and data to create measurable business impact.
WHAT I BUILD ✅
• AI Agents & Agentic Workflows
• Retrieval-Augmented Generation (RAG) Applications
• AI Chatbots & Conversational Analytics
• Workflow & Business Process Automation
• Custom Python Applications & Internal Business Tools
• API Integrations & Data Synchronization
• Analytics Platforms & Business Intelligence
AI & TECHNOLOGY STACK ✅
AI
OpenAI • Claude • Gemini • LlamaIndex • LangChain • RAG • MCP
Backend
Python • FastAPI • Google Apps Script
Automation
n8n • Make • Zapier
Data
SQL • PostgreSQL • DuckDB • BigQuery
Visualization
Power BI • Looker Studio
Integrations
REST APIs • Google Workspace • GitHub • Slack • Shopify • QuickBooks • Square • Xero • JotForm
RECENT PROJECTS ✅
• AI-powered GitHub Analytics Assistant with natural language querying
• RAG Documentation Assistant for enterprise knowledge bases
• Enterprise ChatOps Platform integrated with Google Workspace
• AI-powered Inquiry Processing & Proposal Generation System
• AI-powered Personal Finance Assistant with conversational analytics
• Workflow automation solutions and custom business applications
WHY CLIENTS HIRE ME ✅
✓ 20+ years of cross-functional experience across AI, automation, analytics, and software engineering.
✓ End-to-end ownership—from solution architecture and development to deployment and ongoing support.
✓ Clear communication, structured execution, and a business-first approach focused on delivering reliable, scalable solutions.
Steps for completing your project
After purchasing the project, send requirements so Priyanka can start the project.
Delivery time starts when Priyanka receives requirements from you.
Priyanka works on your project following the steps below.
Revisions may occur after the delivery date.
Create the workflow in client system environment
Create the workflow in client environment using n8n, openAI account and messaging app (whatsapp, telegram etc.) Create the spreadsheet and the dashboard in google sheets and looker studio respectively
Testing
Test the process thoroughly using dummy data