I built a workflow to track my monthly credit card expenses and keep them within my budget. Tracking my expenses is important to me because I want to reach my financial goals through consistency and healthy habits. However, entering each expense manually into Google Sheets was tiring and took several hours.

I used Make to automate the process. The workflow reads the email from my bank every time I use my card, gathers the necessary information, converts it to JSON, and adds it to Google Sheets. It runs every six hours, every day, so I no longer need to spend my weekends reviewing expenses. Now I have more free time to build something else and only need a couple of minutes to review Google Sheets and make sure everything is working properly.

Step-by-step

1. I set up a workflow in Make to monitor emails from my bank whenever I use my credit card.
2. The workflow gathers the necessary expense information from each email.
3. It converts the information into JSON format.
4. It adds the expense data to Google Sheets.
5. The workflow runs every six hours, every day.
6. I spend a couple of minutes reviewing Google Sheets to make sure everything is working properly and that my expenses remain within budget.