If you have tried searching for a beautician, waxing appointment, eyebrow treatment, or pedicure in the category picker and come up empty, that is now fixed.

Searching for terms like "beautician", "waxing", "eyebrows", "threading", "lashes", "manicure", or "pedicure" now brings up Haircuts and Treatments, so you can quickly file these transactions without hunting through the full list.

Just tap the category on any transaction and type what you are looking for.

Your Cashflow forecast now lets you set your own safety minimum.

Previously, the safety minimum line on your Cashflow forecast was fixed at 25% of your monthly budgeted expenses, calculated automatically. You had no way to see how it was set or change it to match your actual situation.

Now, when your forecast first loads, we seed a sensible starting point at 50% of your budgeted expenses. From there, you can edit it directly on the Cashflow page and save your own number. Once set, the value is yours: budget changes, reconnections, and re-loading will never overwrite it.

Head to the Cashflow page to review your safety minimum and adjust it to suit your household.

The accounts you choose for your Cashflow forecast now stick between visits.

Previously, the Cashflow forecast would reset to default accounts every time you refreshed or came back to the page. If you unticked your credit card or removed an account you did not want included, it would reappear on your next visit. This was especially noticeable after credit cards were included by default.

Now your selection is saved on your account. Any change you make in the Manage Accounts panel is remembered across sessions, across devices, and across refreshes. New accounts you connect that belong in the forecast are added automatically; accounts you have removed stay out.

Open the Cashflow page, set up your preferred accounts once, and they will be there every time you come back.

Your daily and weekly budget review emails now include every category you have turned on in SortMe, not just the ones with a spend target above zero.

Previously, if you tracked a category but left its target at $0 (useful for monitoring spend without setting a hard limit), that category was quietly left out of your review emails. You would see your spending summary but miss those categories entirely. That gap is now closed.

On top of that, if you have set a spend limit on a budget group as a whole, that group target now appears in your email alongside the individual category rows. You can see at a glance whether your group is on track for the cycle, the same way you do on the Budget screen.

No changes needed on your end. Your next review email will automatically reflect all the categories and group limits you have set up.

Your Cashflow Forecast now includes your credit card accounts, giving you a more complete picture of your projected balance.

Previously, credit cards were excluded from the Forecast account picker entirely. For anyone who relies on credit cards for day-to-day spending, this meant the forecast was missing a big piece of the puzzle.

Now, credit card accounts appear in the Manage Accounts picker and are included by default. You can still choose which accounts to include or exclude, and the forecast math updates accordingly.

If you already had a saved account selection, your credit cards have been added automatically. No action needed.

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.