Expense Sorted Local

Expense Sorted Local is a software tool that helps users manage monthly expenses with an AI agent that operates on the user’s machine. It is intended for individuals who want private, offline processing of financial data and flexible AI assistance for categorization and analysis. The product emphasizes local control over data and compatibility with multiple AI agents such as Claude, ChatGPT, and Cursor. The goal is to enable accurate bookkeeping without sending data to the cloud.

Expense Sorted Local processes a bank CSV by importing it and then utilizing AI to categorize transactions, build a local database, and enable questions about spending. The workflow starts with importing a bank CSV, keeps data on the device, and allows users to connect their preferred AI agent to perform categorization and queries. The approach avoids cloud-based processing and prioritizes data staying on hardware.

Once the data is categorized, Expense Sorted Local provides semantic search and agent tooling to help users retrieve insights from their transactions. The product supports a single upfront license and a 14-day trial, with a one-time payment for ongoing access. It highlights an offline, private data model and a local database that remains on the user’s machine, ensuring control and security.

It explains how pricing is structured around a lifetime Local Pro license and notes that the product can migrate users from Sheets Pro or Chrome extension.

Use cases

• Bank transactions categorization and tracking
• Expense classification and dashboards