Expense Sorted Local

Expense Sorted Local is designed for users who want their bank transactions organized without using a cloud finance vault. Users export a CSV from their bank and import it into a database on their own computer, with no bank login or third-party aggregator. The app connects to AI agents including Claude, ChatGPT, and Cursor so the agent can import, categorize, and answer questions about spending. The page says the app uses smart rules for categorization, and that Local Pro adds local AI categorization and semantic search. The page states that transactions live on the user's computer and that the app works offline. A 14-day free trial is offered without a credit card, followed by a one-time Local Pro purchase at $49 lifetime. Users who paid for Sheets Pro or the Chrome extension are directed to check the purchase email or the migration page for Pro access.

Key features

• Import bank CSV exports without bank login or third-party aggregator
• Transactions stored in a local database on the user's computer
• Automatic categorization using smart rules
• Local AI transaction categorization (Local Pro)
• Semantic search to find transactions by meaning (Local Pro)
• Pro tools for AI agents via MCP (Local Pro)
• Connects to Claude, ChatGPT, and Cursor
• Works offline and keeps data on the user's hardware
• Backup, migration, and inspection of transaction data
• macOS and Windows desktop app
• Email license delivery

Best suited for

• Individuals who want to categorize bank transactions privately on their own machine
• Users who want to ask AI agents questions about their spending
• Users moving from Google Sheets tracking to a local database

Pricing

14-day free trial with no credit card required; Local Pro is $49 one-time lifetime license