The account filter on your transactions page now includes every account that has transactions, not just your connected transaction accounts.

Previously, if you had imported transactions via CSV, or had a mortgage or loan account set up manually, those accounts would not appear in the filter. You could see their transactions in the list, but you could not filter to view just that account's activity.

Now any account with at least one transaction appears in the filter. That includes connected accounts, manual accounts, CSV-imported accounts, and mortgage or loan accounts. Just open the filter, pick the account you want to focus on, and your transactions will update right away.

You can now copy text from your AI chat conversations on iPhone and iPad.

Before this fix, tapping to copy AI responses in the SortMe app did nothing. If you wanted to save something you and the AI had worked out together, like a budget plan or a spending tip, you had to manually retype it elsewhere.

Copying AI chat messages now works properly on iOS. Tap and hold on any message to select and copy the text, then paste it wherever you need it.

SortMe now has a Forecasting page. It shows you a month-by-month view of your projected income and expenses for the next 6–12 months, so you can see what's coming before it arrives.

Note: currently this feature is in "BETA" so it might not quite work as expected just yet. We're monitoring the feature and constantly making tweaks as we go. Your feedback is always welcome support@sortme.com.

If you've been running a spreadsheet alongside SortMe to plan ahead for insurance renewals, school fees, or a holiday — this replaces it. SortMe automatically projects your known recurring income and expenses forward, and you can drop in one-off future costs (like a car registration or a trip) into specific months.

You'll also see a and an AI-powered summary that highlights tight months ahead so you can plan before you're caught short. Months where your projected expenses outrun income are flagged clearly.

Head to the new tab in the app to get started.

Budgeting every dollar sucks. It's also impossible. Your essentials are forecastable, your lifestyle spending isn't, so in v3 we split them apart.

Your categories now sit inside Category Groups. Two ship by default (Household Essentials and Lifestyle Spending), and you decide where each category lands. Streaming subscription? Your call. Gym? Your call. Rename the groups, add more, build the shape that matches your household.

The bigger shift: you can now manage Lifestyle Spending at the group level. Set one cap (say, $1,500 a month) and you've capped the total across eating out, takeaways, coffees, kids' activities, subscriptions, the lot. Stop arguing with yourself about whether lunch was $80 or $140 this week. Watch the group total instead.

The cap is optional. Plenty of households will keep using category-level targets, or just watch the reporting without setting caps at all. The split works either way.

Your existing categories have been migrated automatically. Open SortMe, take ten minutes to confirm each one sits in the right group, set a Lifestyle cap if you want one, and check the new reports view.

You can now filter both your "Transactions" list and "Spend Overview" by specific bank accounts.

If you have multiple accounts connected (a partner's account, a savings account, a separate everyday card) everything used to get lumped together. Now you can focus on just the accounts that matter for what you're looking at.

Open the filter menu (the funnel icon) on either the or page and select the accounts you want to see. You can pick a single account, a few, or none — the chart and transaction list update instantly. Your selection is saved in the URL, so you can bookmark a filtered view and share it.

This also works in Budget vs Actual mode on Spend Overview, so your budget report can now be scoped to the accounts you actually budget from.

We've tightened up the AI that decides which transactions are subscriptions. It's now better at catching the recurring charges you'd actually call a subscription, and it ignores look-alikes that used to slip in as false positives — things like Afterpay or Laybuy installments, one-off Wise transfers, and single-occurrence charges that aren't really recurring.

If you sort your subscriptions in SortMe, you should notice less noise in the "to sort" queue and a higher catch rate for legitimate recurring charges over the next sync cycle or two.

Sharing SortMe with your partner just got a lot simpler.

Previously, your partner had to create their own SortMe account before you could connect them, which often meant a confusing detour through a trial sign-up flow that had nothing to do with why they were there.

Now, you can invite your partner directly from Settings and they'll land straight into your shared account. No separate sign-up, no trial friction, just one smooth handoff. If they already have a SortMe account, that works too.

You'll also see any pending invitations right in your Settings page under Users, so you always know where things stand. Changed your mind? You can revoke an invite at any time before they accept.

To invite your partner, head to and tap .

You can now manage your SortMe subscription without leaving the app.

Head to and tap . From there you can:

Previously this meant digging through the App Store or Google Play, or emailing support. Now it's two taps from Settings.

Say hi to SortMe AI, the new in-app assistant who actually knows your finances. Tap the sparkle button at the bottom of any page to ask things like "How much did I spend on groceries this month?", "What's left in my budget?", or "How do I set up a savings goal?" — and get straight, conversational answers that pull from your real transactions, accounts, and goals. Help-center know-how is built in, so product questions get answered in chat instead of bouncing you to a separate widget. (Yes, this is the upgrade from Susan for those that had tried her — smarter model, deeper context, friendlier tone.)

You can now view, rename and delete your transaction tags in one place. Head to Settings and scroll to the new Transaction Tags section to see every tag you've created, along with how many transactions each one is attached to.

Renaming a tag updates it everywhere it's used, and deleting one cleanly removes it from every transaction.

Great for cleaning up typos and old tags that no longer earn their keep.

Manage your tags in the Settings page: https://app.sortme.com/admin