Changelog
Follow up on the latest improvements and updates.
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Transactions that are not settled yet in your bank will now be marked as
Pending
in your Transactions
page and is not yet included in your total, but once the bank has settled the transaction, it will be reflected on your dashboard accordingly.
Refunds and reimbursements being categorized as Income can now be set as part of your expense category.
Go to your Transactions page, select the transaction from your Income category.
From there, drop the categories list down and search for the Refund/Reimbursement category. Once selected, a prompt will pop-up below saying
"Apply to expense category to reduce amount spent?"
We have improved the response times of the
Transactions
page for customers who are viewing their transaction history that is set to 12 months or all time. You should be able to view these without having any lags.If anything else persists, you can reach out to us at support@sortme.com
When you're working on your budget and it's become a bit messy, the "Reset my Budget" will now help you clean that out.
Simply go to your Budget and click on the 3 vertical dots beside
Customize Your Base Budget
.
Once clicked, the budgeted amounts per category will be reset to the average spend per month across the last three full months.
If you're using SortMe with your financial advisor, you can now restrict the info that they can see.
Simply head to your SortMe Settings page and toggle between "Limited Access" and "Full Access".
"Limited Access" - let's your advisor get an overview snapshot of your financial situation but can't drill down into your specific transactions.
"Full Access" - gives your advisor the ability to see everything that you can see in your SortMe account.
Last week we launched a new layer to SortMe's transaction categorisation engine which will decrease the number of transactions that show as "Uncategorised" in your SortMe account.
As always we'd love to hear feedback on any transaction categorisation that comes through.
E.g: if transactions get categorised incorrectly, if a transaction is showing as "uncategorised" but it's obvious what the category should be etc.
Please send me an email support@sortme.com 🙏🏼
You might notice that sometimes your bank adds variable bits to your bank transactions.
E.g:
- Sunset beach takeaways 19:54
- AP123456 Payment to education provider
Where that
19:54
might be the timestamp of the transaction, other times it could be the date or a payment reference number.From now on, if you now categorise one of these transactions with variable characters and select "and all existing"/"all future" transactions, it will apply this category to other transactions while ignoring the variable characters.
Note: this only applies from now on, if you categorise a transaction, as this creates a "rule" behind the scenes that remembers your preferences.
SBS Bank is now supported via Akahu.
To add your SBS Bank simply:
- Go to your SortMe Settings page
- If you already have some bank accounts connected, simply click "Settings"
- Otherwise if this is your first bank connection, click "Connect Account"
- Follow the steps in Akahu to connect SBS Bank
If you have any questions or are having troubles please shoot me an email -> support@sortme.com
Updates to be pushed through to advisors if a client makes a change to their current mortgage ie: increases the lending
If you only have 1 goal for a given bank account, SortMe will now assume all the money in that bank account is for that only goal.
This means if you transfer money into that bank account, SortMe will then auto-allocate this money to your Goal in SortMe.
If you have 2 or more goals for a single bank account then this above behaviour won't apply and goals will continue to work as usual.
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