Automated finance tracker with Gmail, Google Sheets & GPT-4o monthly reports
Needs changesNeeds changes. This template uses 3 thing(s) that n8n 3.0 removes: Cron, Function (legacy), OpenAI (legacy). 3 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 16 nodes and runs on a schedule (legacy Cron node). Along the way it connects Gmail and Google Sheets.
How it runs
Trigger: On a schedule (legacy Cron node).
- Generate Month Range (Function): runs custom JavaScript (legacy Function node)
- Fetch Receipt Emails (Gmail): uses Gmail
- Read All Finance Data (Google Sheets): uses Google Sheets
- Get Email with Attachments (Gmail): uses Gmail
- Aggregate Monthly Data (Function): runs custom JavaScript (legacy Function node)
- Parse Email Body & Check Attachments (Function): runs custom JavaScript (legacy Function node)
- AI: Generate Insights (OpenAI): uses OpenAI
- AI: Extract Receipt Data (GPT-4o) (OpenAI): uses OpenAI
- Generate Chart & Final Data (Function): runs custom JavaScript (legacy Function node)
- Clean & Parse AI Output (Function): runs custom JavaScript (legacy Function node)
…plus 5 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
3 things in this workflow are removed in n8n 3.0. Fix them before you upgrade:
- Cron in Monthly Report Trigger: replace with Schedule Trigger.
- Function (legacy) in Parse Email Body & Check Attachments, Clean & Parse AI Output, Generate Month Range…: replace with Code node, mode 'Run Once for All Items'.
- OpenAI (legacy) in AI: Extract Receipt Data (GPT-4o), AI: Generate Insights: replace with OpenAI node (AI section).
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| Cron Monthly Report Trigger | Schedule Trigger |
| Function (legacy) Parse Email Body & Check Attachments, Clean & Parse AI Output, Generate Month Range, Aggregate Monthly Data, Generate Chart & Final Data | Code node, mode 'Run Once for All Items' |
| OpenAI (legacy) AI: Extract Receipt Data (GPT-4o), AI: Generate Insights | OpenAI node (AI section) |
Nodes used (8)
- Cron
n8n-nodes-base.cron - Edit Fields (Set)
n8n-nodes-base.set - Gmail
n8n-nodes-base.gmail - Function
n8n-nodes-base.function - OpenAI
n8n-nodes-base.openAi - Google Sheets
n8n-nodes-base.googleSheets - If
n8n-nodes-base.if - Send Email
n8n-nodes-base.emailSend
From the author
🚀 What This Workflow Does This automation helps small business owners track income and expenses effortlessly, turning scattered emails and WhatsApp messages into structured financial data — all without manual entry. Every month, it: - Pulls receipts and…