We recently shipped a set of improvements to how the web app loads its code, and the result is a noticeably faster experience, especially on mobile.

Previously, every page (including the login screen) downloaded code for payment forms, the native app framework, and date-picker libraries, even when those features were nowhere on the page. We have changed things so that code is only downloaded when it is actually needed.

The practical result: the login page shows up roughly 1.6 seconds sooner on a typical mobile connection. The financial overview also loads faster. These are real improvements you should feel when opening the app.

Nothing about the way the app looks or works has changed. It just gets there quicker.

If you share SortMe with a partner or family member, the experience just got a bit more personal. Each person in your household can now add a profile photo, and their face will appear next to their name in the header, in Settings, and in your shared SortMe AI chat.

The account button in the top corner now shows your first name and photo, with Settings tucked neatly into its menu. From the desktop header (or the People in your SortMe card in Settings), you can see your whole household and send invites directly.

In the AI chat, each question is now labelled with who asked it, so it is easy to follow the conversation when you and your partner are both using SortMe. When someone accepts your invite, you will get a quick notification too.

You can now request a free adviser review for KiwiSaver, Insurance, or your Mortgage, directly from SortMe. Head to the Help tab to find the new Power Ups page, where each product has its own card with details and a direct way to connect.

Tap a card to read what the review covers, then ask SortMe AI any questions you have (like what it costs or what information is shared). When you are ready, tap to request a call from a licensed NZ advisor.

If you already have an adviser linked in SortMe, the request goes to them. Otherwise, we match you with a local specialist.

Split transactions is now available for Pro-Tier members. When one bank transaction covers more than one spending area, you can now divide it precisely across as many categories as you need.

To split a transaction, expand any settled expense or income, tap , and enter the amount for each category. Your transaction list stays clean (one line per bank entry), but your category totals now reflect exactly how you spent.

You can also save a split as a rule. SortMe will apply the same split to matching transactions in the future automatically, so you only need to set it up once.

Split transactions is a Pro feature. If you're on the free plan, tapping Split opens a quick upgrade prompt.

You can now book a 1:1 consult with our financial coach directly from SortMe, no matter what plan you are on.

Previously, the "Book Consult" option was only visible during the final days of a free trial. If you subscribed to Boost or were on the Pro plan with an adviser, the button disappeared. That was a mistake: the option to talk to a real person should always be there for you.

The booking entry point now appears for every SortMe client, next to the "Upgrade to Pro" button. Tap it to open the calendar, pick a time that works for you, and book your session directly.

If you have been wanting to chat about your finances but could not find the button, you will find it now.

Managing your finances often means spending time sifting through transactions. We rebuilt the filter experience on the Transactions and Spend Overview pages to make that much easier.

The new filter panel shows every option at a glance, with all categories visible by default (including "Not tagged"). You can combine as many filters as you need, and your selections update the list in real time. Best of all, SortMe now remembers your filter settings per page, so when you come back you will find the same view waiting for you, exactly how you left it.

Find the new filters on the Transactions page and the Spend Overview page. If you have been waiting for a faster way to find specific transactions, this one is for you.

When SortMe suggests talking to an adviser, you now see a much clearer picture before you decide.

The new screen tells you why this recommendation came up for you, based on what SortMe can see about your finances. It also answers the questions most people silently wonder about: whether it is a sales call, what it costs, who sees your details, and who would actually be calling.

If you have more on your mind, an "Ask SortMe AI" button lets you dig into the specifics without leaving the screen.

When you are ready, one button sends your request. Expect a call from a licensed New Zealand adviser within 24 hours. The consultation is free and there is no obligation.

We've redesigned the Getting Started card on your SortMe dashboard. Instead of listing all your setup tasks at once, it now spotlights one action at a time, with a progress ring to show how far you've come.

Six steps guide you through the essentials: connecting your bank, sorting any uncategorised transactions, reviewing subscriptions, setting your budget, creating your first goal, and meeting SortMe AI. Each step links straight to where you need to go, and SortMe works through them automatically as you complete them.

If you've just connected a bank account and your transactions are still coming in, the card shows an analysing bar while it imports, then lines up your next step when it's ready.

You can collapse the card to a slim bar at any time and bring it back whenever you like. Once all six steps are done, it wraps up with a completion moment and hands you back to your full overview.

If you use Claude, ChatGPT, Cursor, or another AI tool that supports MCP (Model Context Protocol), you can now connect it directly to your SortMe data.

Once connected, your AI assistant can read your transactions, account balances, spending by category, goals, and net worth. That means you can ask natural-language questions about your finances without copying data manually or switching between apps.

The connection is read-only and secure. You approve it, SortMe does not write anything, and you can revoke access at any time from Settings. To get started, head to Settings, find the "Connected AI tools" section, and follow the setup steps for your AI tool.

This is a beta feature aimed at users who are already using AI tools day-to-day. If that is you, we would love to hear how you use it.

Cancelled recurring payments on your Subscriptions page now show the date they last charged you, not the date SortMe detected the cancellation.

Previously, if a gym membership stopped charging in November 2024, the card might read "Cancelled 02 Sep 2026" (the day our scanner flagged it). That was confusing. Now it reads "Last payment Nov 2024", which is the number you actually care about. The scan date is still shown as a small secondary note below it.

If SortMe can't find a confirmed last charge in your transaction history, the secondary note still appears, and the "Last payment" line is hidden rather than showing a guess.