Supercharge your AI agent to do your monthly expenses
Drop in a bank CSV — Claude, ChatGPT, or Cursor categorizes every transaction, builds dashboards, and answers questions about your money. 100% private, on your machine.
Your data, your machine
Transactions live on your computer — back up, move, or inspect them anytime. No cloud finance vault.
Works with your AI agent
Connects to Claude, ChatGPT, Cursor, and more — your agent can import, categorize, and answer questions about your spending.
Categorizes for you
Every transaction sorted automatically — smart rules, or even smarter local AI with Pro.
Why can’t my AI agent just do this?
Fair question. AI chats are great at thinking — but bad at bookkeeping.
A year of transactions doesn't fit in a chat
AI chats have limited memory. Paste in 3,000 bank rows and they'll categorize the first few dozen carefully — then improvise the rest.
Bulk work needs boring reliability
Expense Sorted runs a small machine-learning model on your machine that learns your merchants and categorizes every row the same way, every time. No tokens, no drift.
Your agent stays the interface
You still just ask: “where did my money go?” Your agent answers from a complete, correctly categorized database — not a half-read CSV.
How It Works
Bank CSV in. Your AI agent does the rest — nothing leaves your machine.
Drop in your bank CSV
Export a CSV from your bank and import it — no bank login, no third-party aggregator
Bank export → your machine
Your data stays yours
Transactions live in a database on your computer — back up, move, or inspect them anytime
Data stays on your hardware
Ask your AI agent
Connect Claude, ChatGPT, or Cursor once — then just ask: “categorize my spending”, “where did my money go?”
14-day free trial · Local Pro for even smarter AI
YOUR data stays on your machine. No cloud finance vault.
One tool. One price. Yours forever.
Try Local Pro free for 14 days — no credit card. Then $49 once, lifetime license. Free alternative: the Google Sheets template.
Local Pro
Lifetime license for local AI categorization + agent tools
Pay once · use forever on your machine
- Local AI transaction categorization
- Semantic search — find transactions by meaning
- Pro tools for your AI agent (MCP)
- Data stays on your machine
- macOS & Windows desktop app
- Email license delivery
But First... How Much Freedom Do You Already Have?
Before you commit 3 minutes to our tool, spend 30 seconds discovering your current runway
What's Your Emergency Fund Runway?
Calculate how many months of freedom you can afford right now
Example: $30,000 saved ÷ $3,000/month = 10 months of freedom
Track Your Investment Portfolio
Import broker statements and track performance privately in Local — or start with a free Sheet template.
Expense Sorted Local
- Private & offline · works with your AI agent
- 100% private, works offline
- 14-day trial · Local Pro $49 lifetime
Free Sheet template
- Free Google Sheet template
- Customizable formulas only
- 3-minute setup, no install

"I discovered I had 8 months of runway — enough to quit my job and start freelancing!" — Sarah M.
Money Doesn't Just Buy Things...
It buys you time. Time to say "fuck you" to your boss. Time to travel. Time to start that business. Time to live on your terms.
Mini-Retirement
Take 6-12 months off to recharge, learn new skills, or figure out your next move
Career Pivot
Leave your corporate job and pursue what you're actually passionate about
Emergency Buffer
Sleep better knowing you can handle any financial crisis without panic
Your Personal Runway Formula
Example: $30,000 saved ÷ $3,000/month = 10 months of complete freedom
3 Steps to Calculate Your Time Freedom
Most people have no idea how much freedom they already have. Find out in 15 minutes and start planning your next move.
Upload & Analyze
Instant SetupUpload your bank statements and instantly see your true spending patterns. No judgment, just facts.
Calculate Runway
AI PoweredWe calculate your personal runway: how many months of freedom you can afford right now using AI-powered expense categorization.
Learn about AI expense categorization →
Plan Your Freedom
Your ChoiceGet a personalized plan to extend your runway and achieve specific freedom goals.
Ready for a real local database?
Sheets is a great free start. Local gives you a real database on your machine, offline control, and your AI agent working on your data — not a cloud finance vault.
A real database, not a spreadsheet
Your transactions in a durable database you own — back up, migrate, or inspect anytime.
Your AI agent on your data
Connect Claude, ChatGPT, or Cursor and let it categorize and answer questions about your money — locally.
Try free, buy once
14-day Pro trial, no credit card. Then $49 once — smart rules keep working either way.
Real People, Real Freedom Stories
See how others calculated their runway and bought themselves time freedom
"I discovered I had 8 months of runway saved up! That's what gave me the confidence to quit my corporate job and start freelancing. Best decision ever."
Alex M.
Software Engineer → Freelance Freedom
"Seeing my 18-month runway visualized made me realize I could take a year off to travel. I'm writing this from Bali — living the dream!"
Sarah L.
Marketing Director → Digital Nomad
"When my company downsized, I didn't panic. I knew I had 14 months of runway. It gave me time to find the perfect job instead of taking the first offer."
Mike R.
Teacher → Stress-Free Job Search
Ready to let your AI agent do your expenses?
Get Expense Sorted LocalFree Resources & Guides
Explore our collection of templates, guides, and tutorials to help you master your finances
Simple Expense Tracker
Free Google Sheets template for effortless expense tracking
Expense Classification
Master AI-powered financial categorization
Bank Transaction Classification
Automated bank transaction organization with AI
Investment Tracking Setup
Complete guide to setting up your investment tracking spreadsheet
Best Investment Templates
Compare the best investment tracking spreadsheet templates
Budget Spreadsheet Template
Free budget spreadsheet template to get started quickly
AI-Powered Categorization
Learn how machine learning helps categorize transactions
Small Business Tracking
Expense tracking solutions for small business owners
Excel Auto-Categorization
How to auto-categorize bank transactions in Excel
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