Changelog

Follow up on the latest improvements and updates.

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Over the weekend we rolled some changes to the way budgeting works in SortMe.
Previously, you were able to set your budget per "category group". While you could see your average monthly spend per category, you couldn't refine your budget down to this level.
With this latest update you can now set your budgets as a more granular level, per category.
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There is one small detail, if you previously had set your Budget in SortMe, you'll notice your budget has now been reset based on your average monthly spend.
To make things as easy as possible. you should have received an email giving you a copy of your previous budget so you can setup your new budget quickly.
When we detect a transfer to Sharesies, we'll now automatically categorise it as a "Transfer". This means it will no longer affect your budgets and spending categories.
You can now categorise your super payments correctly.
Screenshot 2024-04-11 at 3
You can now connect your IRD account via Akahu to pull in your student loan balance directly to Net Worth.
Currently this is only supported for "IRD" logins and not RealMe. You may need to reset your IRD password if you haven't logged in to IRD directly with an IRD login.
To add student loans to an existing Akahu connection:
  1. Go to SortMe Settings: https://app.sortme.com/settings
  2. Click "Settings" inside the "Bank Connections" section
Screenshot 2024-03-28 at 11
You can now add your vehicles to your net worth and categorise them separately to other assets.
In future we'll automatically track vehicle estimated value and apply depreciation to give a more accurate value.