Expense Sorted
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Introduction
Automatically categorise expenses using AI.
Expense Sorted Product Information
Expense Sorted - Categorise your expenses is a Google Sheets add-on and free template that automates monthly budgeting with AI-powered transaction categorization. It keeps all data within your Google Sheet, offering a privacy-centric solution to transform raw bank transactions into organized spending insights in seconds.
What is Expense Sorted
Expense Sorted is a Google Sheets add-on plus a free budget template designed to import, auto-categorize, and analyze your monthly transactions. It dramatically reduces manual sorting time by using AI to categorize expenses directly inside your spreadsheet, ensuring your data never leaves your control.
How It Works
- Import Transactions: Paste or import your monthly bank transactions into Google Sheets.
- Auto-Categorize with AI: Click the Expense Sorted add-on to automatically categorize all transactions in seconds.
- Review & Analyze: Review the categorized data and instantly view your spending summary in your sheet.
Benefits: 20 seconds of work instead of 20 minutes for monthly categorization.
Features
- AI-based automatic categorization of bank transactions
- Works entirely within Google Sheets; data never leaves your sheet
- Free budget template to visualize expenses and run scenarios
- Simple monthly workflow: import, categorize, review
- Easy customization to fit your spending patterns and budget terms
- Privacy-first approach with no data uploaded to external servers
- Designed for ongoing monthly budgeting with automatic updates
Why Use Expense Sorted
- Save Hours Every Month: Replaces tedious manual tracking with automated categorization.
- Easy & Effortless: No complex rules; AI adapts to new transactions automatically.
- Customized to Your Spending: Tailor categories and budgets to your own terms.
- Privacy First: Your transactions stay in Google Sheets (no server storage).
How to Use
- Install the Add-on in Google Sheets.
- Import or paste your monthly transactions.
- Run Auto-Categorize to tag each transaction with a category.
- Open the Free Budget Template to visualize spend, savings, and run what-if analyses.
- Use the insights to optimize spending and plan your financial runway.
Pricing & Accessibility
- Get Started with a Free Budget Template (Financial Freedom Spreadsheet).
- Free download available; no signup required for the template.
- The Add-on offers a free usage tier via Google Workspace compatibility.
Use Cases
- Bank Transactions Classification
- Expense Tracking in Google Sheets
- Personal Budgeting and Financial Planning
Safety and Privacy Considerations
- All data remains within your Google Sheet; no data extraction to external servers.
- Ideal for personal budgeting and privacy-conscious users.
Core Features
- AI-driven automatic categorization of transactions within Google Sheets
- Complete privacy: data stays in your Google Sheet, no server storage
- Free budget template to visualize and analyze spending
- Simple, repeatable monthly workflow (Import → Auto-Categorize → Review)
- Customizable categories to match your budgeting terms