Key Features & Benefits
Automatic categorization using advanced AI algorithms
Secure Google Sheets™ integration to ensure privacy and data protection
Streamlined interface for seamless user experience
Accurate transaction identification to reduce manual oversight
Customizable categories to fit personal or business needs


Background - Best used together with the Spreadsheet template available on https://www.expensesorted.com/fuck-you-money-sheet

I built this tool after years of using Spreadsheets and rules to categorise my expenses. Rules often failed due to their rigidity and lack of contextual intelligence. 

While you might immediately think of using large language models (LLMs) for transaction categorisation, I see this as a classic “hammer looking for a nail”.

LLMs are broad and general-purpose—they excel at generating creative responses but aren't specifically trained to understand personal transaction data and nuances deeply.

Instead, Expense Sorted leverages sentence transformer models combined with cosine similarity, providing a far more targeted, accurate, and scalable solution. 

The model learns specifically from your historical categorisation patterns by converting each transaction description into binary embeddings (numerical representations capturing semantic context). New transactions are then categorised by comparing their embeddings to your precisely trained past transactions, rapidly identifying the closest matches without guesswork or hallucinations of LLMs. 

This two-phase approach—initial embedding-based training followed by efficient categorization—offers superior accuracy and speed compared to cloud-based LLM solutions, especially valuable for personal finance data, where precision is crucial.