Track personal finances in Google Sheets with AI agent via Slack


Who's it for

This workflow is perfect for individuals who want to maintain detailed financial records without the overhead of complex budgeting apps. If you prefer natural language over data entry forms and want an AI assistant to handle the bookkeeping, this template is for you. It's especially useful for:

- People who want to track cash and online transactions separately - Anyone who lends money to friends/family and needs debt tracking - Users comfortable with Slack as their primary interface - Those who prefer conversational interactions over manual spreadsheet updates

What it does

This AI-powered finance tracker transforms your Slack workspace into a personal finance command center. Simply mention your bot with transactions in plain English (e.g., "₹500 cash food, borrowed ₹1000 from John"), and the AI agent will:

1. Parse transactions using natural language understanding via Google Gemini 2. Calculate balance changes for cash and online accounts 3. Show a preview of changes before saving anything 4. Update Google Sheets only after you approve 5. Track debts (who owes you, who you owe, repayments) 6. Send daily reminders at 11 PM with current balances and active debts

The workflow maintains conversational context using PostgreSQL memory, so you can say things like "yesterday's transactions" or "that payment to Sarah" and it understands the context.