Changelog
Follow up on the latest improvements and updates.
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This week we've launched notes & attachments to transactions.
This can help you store things like insurance policies or invoices and receipts for various purchases.
Can also be handing to add a quick note to a transaction when the transaction description is too vague and you can't remember what it was for exactly.

Last week we launched a small update to the transaction categorisation engine to better categorise certain IRD income transactions.
After a lot of requests we have now launched the ability to bulk tag and bulk ignore transactions.
The next time you tag or ignore a transaction, you'll be asked if you want to apply this to similar existing and/or similar future transactions automatically.

This week we launched "Actions" on your SortMe Overview.
Actions help clarify what's important to be done now while usually only takes a few mins to power through.

This has been a long time coming, but you can now download SortMe on your phone in the Apple App Store and Google Play Store.
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At SortMe, we believe great things are better shared—and we want to thank you with $20 every time you bring a friend on board!
Here’s the deal:
- Invite your friend to join SortMe via your exclusive invite link.
- Your friend accepts the invite.
- They subscribe to any SortMe plan.
- We send you $20!
Why keep SortMe all to yourself? Share the love, boost your network, and get rewarded. Your invite is powerful—use it to unlock savings and celebrate your success!
No limits on referrals. More friends, more $20 bonuses!
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When you receive your salary, you can now set a rule to
automatically transfer
a set amount of your salary to one of your Goals all inside SortMe.SortMe
automatically
detects your salary. All you need to do is go to the Automations
page, input the amount you want to transfer, select the name of the goal from the Goals list and the bank account where the money should be transferred to.Click Set Goal.
(Note: The first time you use Automations, you'll need to re-authenticate with Akahu to give us permission to initiate transfers between your accounts)
. Once you have re-authenticated, press Activate
.It will then be saved as a rule that will run automatically whenever your salary comes in. If you want to change the rule, just delete the current one you have set up and create a new one.

A
new wave of features
in budgeting have come into SortMe to help you stay on top of your finances with more flexibility and insight. Our goal is to make managing your money easier and more tailored to how you actually get paid and spend. Here's what to look forward to:- You can now run your budget based on your own pay cycle. Choose between Weekly, Monthly, or Fortnightly.

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- You can now choose which categories are Essentialfor your budget. Now only the ones you marked as Essential will be calculated in your budget cycle.
When reviewing your budget cycle, you'll be able to see how far you're progressing with your budget

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- When using the Budget vs Actual filter on the Spend Overview tab, it will now adjust based on the budget cycle you’ve set. For example, if your budget cycle is set to Fortnightly in the Budget tab, the Spend Overview will display a customized cycle for a 2-week period. The same applies for Weekly and Monthly cycles.

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Daily Dough
Our Spendable Balance is now called the Daily Dough. The Daily Dough is determined by taking the calculated surplus for your current budget cycle, subtracting the amount already spent on non-essential categories, and then cross-checking this against your spend account balances. The sum of your spending account balances is used to display your true Daily Dough.

Spending Account
Users can now select which bank accounts they connected goes into their Spending Account. This helps you calculate your spendable balance more easily.

We hope you find these features useful! If you have questions, feel free to reach out on our Support page or through the app's Feedback form.
new
Tagging
After numerous requests from our community, we're excited to announce a powerful new feature:
Tagging 🏷️
With tagging, you can now add your own custom tags to any transaction in SortMe and filter your transactions by those tags. Whether you want to track spending categories, special events, or anything else, Tagging gives you flexible control over how you organize and review your finances.
In your
Transactions
, just select a transaction, click "Add Tag" and input your desired name.
Filter Tags
You can also filter out which tag you want to see in your Transactions list. You may also
choose to filter multiple tags
at once.
Tagging in Spend Overview
You can also set up tags in your
Spend Overview
. That way, you can set up and categorize tags based on your spending cycle.
Quickly let us know what your thoughts are at any time. Whether it’s a bug, a question, or a feature request, our new
Quick Feedback Form
makes it easier to reach out to us.
Simply click the
Feedback
button at the top-right corner of the app to share your thoughts or ask your questions and we'll be there to answer you as quickly as we can.
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