Expense Sorted
Verified Oct 15, 2026 ActiveLocal desktop app that categorises bank CSVs on your machine and exposes them to Claude, ChatGPT or Cursor over MCP
Listed on EffectHub ·
Pricing
- Pricing model
- Freemium
- Paid options from
- $49 once
- Billing
- One-time purchase
The macOS and Windows app downloads free; Local Pro (local AI categorisation, semantic search, MCP agent tools) is $49 once for a lifetime licence after a 14-day trial with no card. Earlier Sheets Pro and Chrome extension buyers get Pro free, and a free Google Sheets template remains as the no-cost option.
Use tool ↗About Expense Sorted
Expense Sorted has moved from a Google Sheets add-on and Chrome extension to a macOS and Windows desktop app. You import a bank CSV — no bank login, no aggregator — and a small machine-learning model running locally learns your merchants and categorises every row the same way each time. The database stays on your computer; an MCP server then lets Claude, ChatGPT or Cursor query it, so you ask your own assistant where the money went and it answers from complete, categorised data rather than a partly-read CSV. Pro adds the local model, semantic search and the agent tools for $49 once. Earlier Sheets Pro and extension buyers are migrated free.
- API
- Not confirmed
- Last verified
- Oct 15, 2026
Verified sources
- Pricing page: Local Pro $49 one-time lifetime licence, 14-day free trial, past Sheets Pro and Chrome extension buyers already get Pro (15 October 2026)expensesorted.com ↗
- Home page: data stays on your machine, connect Claude, ChatGPT or Cursor to ask about spending, macOS and Windows app (15 October 2026)expensesorted.com ↗
Is Expense Sorted legit?
We don’t label tools safe or unsafe. Below are the records we checked ourselves, each with the date we read it.
- Domain registered
- Aug 14, 2023 (3 years ago)Registry record (RDAP), registrar Cloudflare, Inc., looked up Sep 6, 2026
- TLS certificate
- Issued by Google Trust Services, valid until Dec 20, 2026Seen in our own connection to the site on Oct 15, 2026
- Last checked
- Oct 15, 2026The site answered
- Operated by
- Expense SortedOur research, card verified Oct 15, 2026
Pros & cons of Expense Sorted
The design argument is the interesting part: chat models are bad at bulk bookkeeping because a year of statements does not fit in a context window, so this runs a small local classifier for the boring work and lets your assistant query the clean database over MCP. Nothing is uploaded and there is no bank linking. It is $49 once with no subscription — but it is one person's project, CSV import is manual, and there is no mobile app at all.
Pros
- Data stays in a local database — no cloud finance vault and no bank credentials
- Local machine-learning model categorises consistently instead of drifting mid-file
- MCP tools let Claude, ChatGPT or Cursor query the categorised database directly
- $49 one-time lifetime licence with a 14-day card-free trial, and rule-based categorisation stays free
- Previous Sheets Pro and Chrome extension buyers are upgraded at no cost
Cons
- Import is manual CSV export from your bank every month
- Desktop only, with no mobile app and no sync between machines
- Run by a single anonymous creator with no company or country disclosed
- Value depends on already using an MCP-capable assistant
Best for
- People who refuse to hand bank credentials to an aggregator
- Claude, ChatGPT or Cursor users who want their assistant answering from real spending data
- Anyone who wants to pay once instead of subscribing to a budgeting app
Not for
- Users who expect automatic bank syncing rather than exporting a CSV each month
- Phone-first budgeters and couples wanting shared, synced accounts
Watch out: This is the third form of the product — the Google Sheets add-on and Chrome extension are superseded by the desktop app, and older reviews describe those instead.