Expense Sorted

Expense Sorted Local is a desktop app that lets an AI agent handle monthly personal expense tracking. A user imports a bank CSV export, and the app categorizes every transaction, builds dashboards and lets an agent such as Claude, ChatGPT or Cursor answer questions about spending, such as where the money went. It is aimed at individuals who want AI help with their finances without handing bank logins or statements to a cloud service. Transactions are stored in a database on the user's own computer, there is no bank connection or third party aggregator, and statements are not uploaded for cloud AI. Categorization uses rules in the base app and a small machine learning model running locally in Local Pro, which the vendor says learns a user's merchants and categorizes rows consistently. The app connects to agents through MCP tools and offers semantic search to find transactions by meaning. It runs on macOS and Windows. Pricing is a single product. Local Pro is a one time $49 lifetime license with no subscription, and there is a 14 day Pro trial with no credit card, with a license key sent by email. After the trial, Pro features pause until purchase while basic rule based categorization keeps working. A free Google Sheets template is offered as an alternative. Hosted monthly AI plans are no longer sold, and the vendor says existing cloud access remains for now while it is wound down. Earlier Sheets Pro and Chrome extension buyers receive Pro on the app.