Track Money Via Telegram Bot

Claudetelegram_bot_apiGoogle Sheets

Log income and expenses from Telegram messages. An AI agent parses transactions by category and currency, updates a Google Sheet, and sends instant confirmations.

Telegram BotExpense TrackingGoogle SheetsPersonal Finance

Money Tracker Bot

This workflow helps you track your expenses and income by analyzing your Telegram messages. When you send a message to your Telegram bot describing a financial transaction, it automatically logs the details into a Google Sheet and confirms the entry back to you.

It does 5 things:

  1. Listens for new messages sent to your Telegram bot.
  2. Uses an AI agent to convert text messages into structured transaction data (type, amount, currency, category, description).
  3. Filters out messages that are not financial transactions.
  4. Records the transaction details into a designated Google Sheet.
  5. Sends a confirmation message back to your Telegram chat.

What You Need

  • A Telegram bot with API access (you'll need the bot token).
  • A Needle account connected to your Telegram bot.
  • A Google Sheets account with access to a spreadsheet for logging transactions.
  • Google Sheets connector authenticated in Needle.
  • Access to Needle's AI node for message parsing.

How the Flow Works

NodeDescription
Telegram Bot API – Message UpdatesTriggers the workflow whenever a new message is received by your Telegram bot.
AI NodeProcesses the Telegram message text to extract structured JSON with transaction details, or marks it as "ignore" if the message isn't financial.
Code NodeFilters out messages labeled as "ignore" to prevent logging irrelevant data.
Google Sheets – Upsert RowAdds the extracted transaction (type, amount, currency, category, description) as a new row in your Google Sheet.
Telegram Bot API – Send Text MessageSends a confirmation message back to you, indicating the transaction was logged successfully.

Output

At the end of this workflow, your Google Sheet will have a new row for each valid transaction parsed from your Telegram messages. You'll also receive a reply message in Telegram confirming the logged transaction details, including the amount, currency, and category.

Setup Tips

  1. Make sure your Google Sheet has the following columns starting from column A:
ColumnField
Atransaction_type
Bamount
Ccurrency
Dcategory
Edescription
  1. Connect your Telegram bot token and Google Sheets account in the respective connector nodes.
  2. Point the Google Sheets node to your target spreadsheet and worksheet.

Notes

  • The AI agent is configured to recognize Indian rupees (₹, rs, rupees) and US dollars ($, usd) based on message content. You can adjust the prompt to support additional currencies.
  • Messages not related to money are automatically ignored and not logged.
  • For best results, send transaction messages with clear amounts and context keywords (e.g., "Spent ₹500 on food", "Received $100 salary").

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