Added Oct 28, 2026
Expense Sorted
Freemium · $49 one-timeLocal expense categorizer that your AI agent can drive
What is Expense Sorted?
Expense Sorted Local is a desktop app that keeps your bank transactions on your own machine and categorizes them with a small on-device model. It connects to AI agents such as Claude, ChatGPT and Cursor, which can import a CSV, sort spending and answer questions about it.
Instead of pasting thousands of rows into a chat, you drop a bank CSV into the app and the local model sorts every row consistently using rules and learned merchant patterns. Your agent stays the interface, asking the app for totals and dashboards.
Local Pro adds local AI categorization, semantic search by meaning and extra agent tools over MCP. It runs on macOS and Windows, and earlier buyers of the Sheets Pro or Chrome extension products get Pro automatically.
Features
- Bank CSV import
- On-device categorization
- Semantic transaction search
- MCP tools for AI agents
- Spending dashboards
Tags
Releases
+ Submit new release- Listed
Expense Sorted was added to the directory.
Organization
Expense Sorted
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Freemium
- Paid options from
- $49 one-time
- Billing frequency
- One-time
Expense Sorted plans
Local
Free
- Free download
- Rule-based categorization
- Data stays on your machine
Local Pro
$49 one-time
- Lifetime license
- Local AI categorization
- Semantic search
- Pro agent tools via MCP
Prices in USD, checked Oct 29, 2026. Plans change often, so confirm on the Expense Sorted site.Official pricing
Sponsored
Your AI tool here
A Featured launch puts your tool in this spot and on the home page for a week.
Top Expense Sorted alternatives
View allData & analytics
Encrypted survey tool with AI survey design and response analysis
Data & analytics
Semantic layer and agentic BI for teams, agents and embedded analytics
Data & analytics
Visual web scraping software with templates and cloud runs
Data & analytics
Embedded analytics for SaaS apps with natural-language queries
Compare Expense Sorted
If you liked Expense Sorted
Desktop AI assistant with custom assistants, MCP servers and hotkeys
Free trial · $10/moProductivityDesktop app for chatting with local and cloud models in one place
Freemium · $149/yrChat assistants
Pros and cons
Pros
- Data stays on your computer
- One-time price, no subscription
- Works with the agent you already use
Cons
- Desktop only, no mobile app
- Manual CSV imports, no bank sync
- Needs an AI agent for the chat side
Prompts & results
No prompts yet. Add your own prompt and output to help others use this tool.
Share a prompt
Reviews
Q&A
What is Expense Sorted?
Expense Sorted Local is a desktop app that keeps your bank transactions on your own machine and categorizes them with a small on-device model. It connects to AI agents such as Claude, ChatGPT and Cursor, which can import a CSV, sort spending and answer questions about it.
Is my financial data uploaded anywhere?
No. The site says transactions live on your computer and there is no cloud finance vault.
Is there a trial for Local Pro?
Yes. You can download the app free and start a 14-day trial of Local Pro, or pay $49 once for a lifetime license.
How much does Expense Sorted cost?
Expense Sorted is freemium, with paid plans from $49 one-time.
Is there a free version of Expense Sorted?
Yes. Expense Sorted has a free plan, and paid plans add more usage and features.
What are the main features of Expense Sorted?
Bank CSV import, On-device categorization, Semantic transaction search, MCP tools for AI agents, Spending dashboards.
Who makes Expense Sorted?
Expense Sorted is made by Expense Sorted.
What are the best alternatives to Expense Sorted?
Popular alternatives include BlockSurvey, Cube, Octoparse.