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

You can now export up to 1 years worth of transactions at a time to CSV from the Transactions page: https://app.sortme.com/transactions

If you have a foreign currency bank account connected (USD, EUR, AUD, etc), your transactions from these accounts will now automatically convert to NZD to ensure all your spend tracking and reporting is in NZD.

You can easily tell which transactions are from a bank account in a foreign currency as you'll see this little badge. You can hover over this badge to see the amount in the original currency and see the exchange rate that SortMe used for that date.

The bank account balances on the Net Worth page always have automatically converted to NZD. However, now there's a little badge that shows you the pre-conversion value.

Say hello to Build My Life - your new home for taking control of your finances, your way.

We've brought together My Goals, My Budget, and the brand new My Rules into one dedicated space, making it easier than ever to shape SortMe around your life.

My Rules is the star of this release. Every time you've reassigned a transaction to a different category, like telling SortMe that Post Office belongs under Pets, a rule gets saved behind the scenes. Now you can actually see, manage, and delete those rules whenever you like. Changed your mind? Just remove the rule and start fresh. You're in control. ✌️

We've tidied up your spending categories based on your feedback! A number of similar categories have been merged into cleaner, more intuitive groupings;

for example, are now all under a single category.

This means less clutter, clearer spending breakdowns, and categories that actually reflect how New Zealand households spend. Your historical transactions will automatically appear under the updated categories no action needed 🎉

If you've already got an ASB, ANZ, BNZ or Westpac account connected to SortMe, you should now be prompted to re-connect to use open banking.

All new bank connections for these 4x banks will automatically use the official open banking connection.

You can read more about what this means here: https://support.sortme.com/article/78-the-move-to-open-banking?auth=true