Web app
Expense Sorted
Expense Sorted Local is a desktop app that categorizes bank CSV exports using local AI and connects to AI agents like Claude, ChatGPT, and Cursor. It is designed for individuals who want private, offline expense management and financial insights.
- Platform
- Web app
- Categories
- AI Accounting Assistant, AI Image Recognition
- Indexed
- 2024-02-19
About Expense Sorted
What is Expense Sorted Local
Expense Sorted Local is a desktop application for macOS and Windows that lets you import bank CSV files and automatically categorize every transaction. It uses a small machine-learning model on your machine to learn your merchants and categorize consistently. The tool is designed to work with AI agents such as Claude, ChatGPT, and Cursor, allowing you to ask questions about your spending and build dashboards. All data stays on your computer, ensuring privacy and offline access.
Key features
The app offers automatic transaction categorization using smart rules and local AI. It includes a local database for storing transactions, which you can back up or move. It connects to AI agents like Claude, ChatGPT, and Cursor, enabling them to import, categorize, and answer questions about your spending. With Local Pro, you get advanced features like semantic search and MCP tools for your AI agent. The app is available as a desktop application for macOS and Windows.
Use cases
Expense Sorted Local is useful for individuals who want to understand their spending habits without uploading financial data to the cloud. It can help you calculate your emergency fund runway by analyzing your savings and monthly expenses. The tool also supports investment tracking by importing broker statements. By connecting to AI agents, you can ask questions like "where did my money go?" and get answers based on a complete, categorized database.
Pricing
Expense Sorted Local offers a 14-day free trial of Local Pro, which requires no credit card. After the trial, Local Pro costs a one-time payment of $49 for a lifetime license. This includes local AI categorization, semantic search, and Pro tools for your AI agent. There is also a free alternative: a Google Sheets template with customizable formulas, which requires a 3-minute setup and no installation.
Questions
Expense Sorted FAQ
- What is Expense Sorted?
- Expense Sorted is an AI tool available as a web app in the AI Accounting Assistant, AI Image Recognition categories. Expense Sorted Local is a desktop app that categorizes bank CSV exports using local AI and connects to AI agents like Claude, ChatGPT, and Cursor. It is designed for individuals who want private, offline expense management and financial insights.
- What is Expense Sorted used for?
- Expense Sorted is filed under AI Accounting Assistant, AI Image Recognition in the AITOOLIST index. Expense Sorted Local is a desktop app that categorizes bank CSV exports using local AI and connects to AI agents like Claude, ChatGPT, and Cursor. It is designed for individuals who want private, offline expense management and financial insights.
- Is Expense Sorted a web app, an extension or a native app?
- Expense Sorted is a web app.
Listed in the AITOOLIST index since 2024-02-19.