Private, Local-First Investment & Expense Tracking
Your data stays on your computer. Real-time analytics, IBKR + CSV imports, offline performance — no cloud, no lock-in.
Works Offline
Full functionality without internet connection
Local Database
SQLite database stored only on your Mac
IBKR & CSV Import
Import from any broker or bank
Everything You Need, Nothing You Don't
A focused desktop app for serious investors who value privacy and performance.
100% Private & Local
Your financial data never leaves your computer. No cloud storage, no servers, no data sharing. Complete privacy by design.
Blazing Fast Analytics
Handle thousands of transactions instantly. Real-time portfolio performance, allocation charts, and deep analytics without waiting.
IBKR & CSV Import
Import your Interactive Brokers activity statements and any bank CSV files. Automatic parsing and categorization.
Works Offline
No internet required for core functionality. Track your finances anywhere, anytime — on a plane, in a cabin, or off the grid.
See It In Action
Complete Portfolio Overview
See your entire investment portfolio at a glance with real-time performance metrics, asset allocation, and total value tracking.
Built for Privacy-Conscious Investors
Unlike cloud-based solutions, Expense Sorted keeps everything local. Your financial data is yours alone.
Your Data, Your Mac
We never store, access, or even see your financial data. Period.
Ready to Take Control of Your Finances?
Download Expense Sorted Desktop and start tracking your investments with complete privacy. Free to use — AI categorization from $2/mo or $25 lifetime.
macOS 11+ required • Windows installer available
Frequently Asked Questions
Is my data really private?
Yes, 100%. Your data is stored in a local SQLite database on your computer. We have no servers that store your financial data. We can't see it even if we wanted to.
Does it work offline?
Yes. All core functionality works without an internet connection. Internet is only needed for fetching live stock prices (optional) and checking for app updates.
What brokers are supported?
Interactive Brokers activity statements are fully supported with automatic parsing. Any other broker works via CSV import with smart column mapping.
Is it safe to install?
Yes. The app is notarized by Apple, meaning it has been scanned for malware and approved for distribution. You can install it with confidence.
Can I use both Sheets and the desktop app?
Absolutely! Many users start with our Google Sheets template and add the desktop app for deeper analytics and offline access. They complement each other well.
What about Windows/Linux?
Windows is supported. Linux isn't available yet — for now, Linux users can use our Google Sheets solution which works great in any browser.