Expensesorted
Imports bank CSV files, uses AI to categorize transactions, builds dashboards, and answers questions about spending.
A local-first expense tracking tool that imports bank CSV files and uses AI agents to categorize transactions, build dashboards, and answer questions about spending. It targets individual consumers and finance teams who want privacy and control over their financial data. Unlike cloud-based aggregators, it runs entirely on the user's machine, ensuring data never leaves the device, and offers a one-time lifetime license.
Key features
- Local AI transaction categorization
- Semantic search for transactions
- Pro tools for AI agent (MCP)
- Data stays on your machine
- macOS & Windows desktop app
- Email license delivery
- Free Google Sheets template
- Investment portfolio tracking
- No social media activity within the last 30 days
GTM channels
- Blog
- API
ICP
- Consumers general
- Finance accounting teams
- Freelancers solopreneurs