You will get AI-Powered Personal Finance Tracker
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Top Rated
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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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!
JG
Jennifer G.
Aug 14, 2025
Scrape schedules from Google Sheets 2
Priyanka develops creative solutions and has lightning-fast turnaround. I love working with her.
About Priyanka
Data Analytics & AI Automation | Power BI, n8n, Apps Script, RAG/LLM
100%
Job Success
Bangalore, India - 3:01 pm local time
My expertise in Data Analytics & AI Automation enables smarter decisions, faster processes, and measurable results.
🔹 About Me
I’m a full-time freelancer with 18+ years of experience in data analysis, visualization, and automation. I specialize in delivering solutions that combine data-driven insights with AI-powered automation, helping businesses save time, reduce errors, and make informed decisions.
📊 Data Analytics & Visualization
Tools: Python, Excel, SQL/BigQuery/PostgreSQL, Power BI, Looker Studio
Past projects include:
- Survey and customer data analysis
- Recommendation engines
- Customer segmentation and profiling
- Sentiment analysis
- Python notebooks for data manipulation and web scraping
- Interactive dashboards for sales and marketing
🤖 AI & Workflow Automation (LLM/RAG)
Tools: n8n, Power Automate, Zapier, Make.com, Excel/VBA, Google Apps Script, Python/Selenium, APIs (Asana, Xero, Jira, QuickBooks, WhatsApp, Telegram, Eventbrite, Rezdy, Finviz, Yahoo Finance, GuruFocus, Seeking Alpha, etc.)
I leverage Large Language Models (LLMs) and Retrieval-Augmented Generation (RAG) to build smart workflows, AI agents, automated reporting, and decision-support systems.
Automation projects include:
- Automated invoicing and inventory management
- Automated stocks tracker
- Personal finance tracker
- RAG-based chatbots
- AI-powered email manager
- Google Sheets & Workspace automation
- Custom web apps and workflow automation
✅ Why Work With Me
I focus on open communication, adaptability, and high-quality delivery. I’m highly responsive, ensuring timely, accurate, and actionable insights that drive business growth.
If you’re looking for a reliable data analyst and AI automation expert, let’s connect and discuss how I can add value to your next project.
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