What is Expense Sorted?

ExpenseSorted is a spreadsheet‑centric tool that calculates your financial runway by dividing total savings by monthly expenses, giving you a clear measure of how many months of freedom you have. It provides a custom Google Sheets template that updates automatically via a lightweight extension, which imports and categorizes bank data with a single click and applies AI‑driven expense classification.

Users can also run the same logic locally through a desktop application that stores data in an encrypted local database, enabling offline use and ensuring data never leaves the device. The platform supports import of Interactive Brokers statements and CSV files for comprehensive investment portfolio tracking, with real‑time portfolio analytics and asset‑allocation visualizations.

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Expense Sorted's key features

AI-Powered Expense Categorization
Real-Time Bank Transaction Import
Client & Project Profitability Tracking
Real-Time Cash Flow Monitoring
Automated Monthly and Quarterly Reporting
Integration with Payroll and Payment Processors
Customizable Category and Vendor Recognition

Expense Sorted use cases

Track your startup’s cash runway in real time by importing all Interactive Brokers trades into a custom Google Sheets dashboard, auto‑classifying every expense and instantly updating runway calculations to keep you one step ahead of runway depletion
Use ExpenseSorted as a secure, offline encrypted personal finance tracker that pulls your monthly statements, applies AI‑driven expense classification, and visualizes your portfolio allocation across assets within a fully customizable spreadsheet
Integrate ExpenseSorted’s API into your accounting software to automate expense categorization, generate real‑time runway reports, and feed the data into your existing financial dashboards for a holistic view of both cash flow and investment performance