Expense Sorted
Expense Sorted is an AI-powered tool that helps users automatically categorize their monthly expenses. By connecting the app to their Googl...
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What is Expense Sorted?
Expense Sorted is a personal finance toolkit that automates expense tracking, categorisation, and budgeting by integrating with Google Sheets and other inputs to give users clear monthly budgets and spending insights. The product uses AI to automatically categorise bank transactions and receipts, map uploaded CSVs into a consistent internal data structure, and produce detailed analytics and visualisations to help users understand cashflow and portfolio performance. It is aimed at individuals, freelancers, and households who prefer spreadsheet-based workflows and want to avoid manual data entry while retaining control and transparency in Google Sheets. The site highlights quick-start templates (including a five-minute first-budget setup), a receipt OCR workflow, and add-ons that reduce the time needed to maintain budgets while preserving customizable categories and reporting.
Expense Sorted pricing
Pricing model: Free
Expense Sorted provides free templates and a free tier that includes the core expense and portfolio Google Sheets templates and basic categorisation and mapping features. Paid offerings (described on-site) add enhanced automation (AI categorisation at scale), receipt OCR features, and premium templates or add-on functionality for heavier users; exact paid plan names and monthly prices are displayed on the site and cover increased usage and priority support. The website lets users try the free template and upgrade if they need higher-volume processing, additional automation, or commercial licensing for team use.
Expense Sorted pros
- AI-driven automatic transaction categorisation reduces manual sorting
- Receipt OCR that extracts merchant, date, amount, and tax from photos
- Pre-built Google Sheets templates for expense and portfolio tracking
- Automated CSV mapping so bank exports import cleanly into sheets
- Quick five-minute ‘first budget’ setup to get started fast
- Detailed analytics and visualisations inside Google Sheets
- Works as a Google Sheets add-on for familiar spreadsheet workflows
- Supports multiple accounts and consolidated monthly budgeting
- Option to snap receipts rather than type transactions
- Desktop app and add-on support for varied user setups
- Customer support with business-day response times
- Free expense and portfolio template available to try
- Helps maintain tax-relevant categorisation (tax-ready categories)
- Keeps data in the user’s Google Sheets rather than a closed web portal
- Reduces human data-entry errors by automating imports and categorisation
- Customisable categories and rules to match personal needs
- Maps a wide range of bank CSV formats to a standard schema
Expense Sorted cons
- Primary workflow depends on Google Sheets (requires Sheets familiarity)
- Limited native mobile app functionality compared with dedicated mobile-only apps
- Some advanced analytics require manual configuration in sheets
- OCR accuracy can vary with poor-quality receipts or unusual layouts
- No indication of direct bank connectivity for automatic syncing (relies on CSV uploads)
- Feature differences between add-on, templates, and desktop versions may be confusing
- Not a full-service bookkeeping product for businesses with complex accounting needs
- Support is via email with typical 24-hour business-day response rather than live chat
Frequently asked questions about Expense Sorted
How do I start tracking my expenses with Expense Sorted?
You begin by installing or copying the provided Google Sheets template, then upload bank CSVs or snap receipts into the workflow; the system maps CSV columns to the internal schema and the AI auto-categorises transactions so you can review categories and publish your monthly budget.
Does Expense Sorted automatically sync with my bank?
Expense Sorted primarily ingests bank exports (CSV) and receipt images rather than providing direct bank-to-app live linking; users export transactions from their bank or aggregator and upload them for automatic mapping and categorisation.
Can I use Expense Sorted on my phone to capture receipts?
Yes — you can photograph receipts and upload them into the system for OCR extraction, but the main reporting and dashboards are delivered via Google Sheets and the Google Sheets add-on experience is optimized for desktop spreadsheet editing.
What happens if the AI mis-categorises a transaction?
Transactions can be reviewed and re-categorised in the sheet; Expense Sorted allows custom category rules and manual corrections so the system learns your preferences and you retain control over the final categorisation.
Is my financial data stored on Expense Sorted servers?
Expense Sorted operates around Google Sheets templates and add-ons which keeps primary financial data in the user’s Google account; uploaded receipts and intermediate processing are handled by the service’s tooling, while the master records remain in the user’s Sheets.
Can I track investments and portfolios with Expense Sorted?
Yes — Expense Sorted includes portfolio templates and tools to track investment holdings alongside expenses, providing consolidated visibility into cashflow and portfolio performance within Google Sheets.
Are there templates for first-time budgeters?
The site offers a ‘Your First Budget (That Takes 5 Minutes)’ template and walk-through that automatically categorises monthly expenses and sets up a basic budget quickly using AI-assisted mapping and template structures.
What support options are available if I need help?
Support is provided via the contact email on the site, with typical responses within 24 hours on business days; documentation and help pages cover setup, mapping CSVs, and troubleshooting common issues.
Can I customise categories and reporting?
Yes — because Expense Sorted delivers its reports through Google Sheets, users can customise categories, create new rules, and build bespoke reports and charts using standard Sheets functionality and the provided templates.