Changelog
Follow up on the latest improvements and updates.
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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.
This week we launched Budget One Offs 🎉.
Quite often we'll have one-off transactions that don't quite fit into a monthly budget. Think school fees, medical bills, annual bonus, etc.
Now in SortMe you can add these future one offs to your budget to help better track and prepare for these.
- Go to your Budget
- On the right, click "View & Add One Offs"
- You can add, edit and delete your upcoming one-offs over the next 12 months
Last week, we were experiencing delays (sometimes over 24 hours) between when a transaction was pulled into SortMe, and when SortMe automatically detected that transaction as a "TRANSFER".
This should now be fixed and we're monitoring the service.
If you notice any transactions that have not been automatically changed to "TRANSFER" but they should have, please shoot us an email to support@sortme.com and we'll investigate ASAP.
If you cancel a Fast Track transaction (e.g: Netflix), SortMe will detect that the expected recurring transaction didn't happen and it will automatically flag your Fast Track transaction as "Cancelled".
Check it out 👉 Fast Track
To help de-clutter the transactions pages you can now filter out ignored transactions and transfers.
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