Changelog
Follow up on the latest improvements and updates.
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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.
We've noticed over the last couple of weeks that there are instances where transactions that SHOULD be transfers are actually being categorised as other categories.
We've also noticed the opposite, where transactions that SHOULDN'T be categorised as transfers (e.g: Mortgage payments) are now being categorised as transfers.
We hope to have a fix live within the next 1-2 days AND we'll retrospectively adjust the affected transactions back to their correct state.
(if you have already fixed any affected transactions they will remain with their correct category and shouldn't be incorrectly reverted).
SortMe now gives you a clear, forward-looking view of your upcoming transactions for the next two weeks. At a glance, you can see what you spent yesterday, what you’ve spent (or will spend) today, and what’s coming up-helping you stay on top of your finances and make smarter decisions.
Instantly view all known and recurring transactions, such as your salary, subscriptions, or regular bills, so you’re never caught off-guard with payments.
This feature is available when you go at the top-right of your Overview tab.
Your input also helps SortMe, so leave any feedback you have by clicking on the
Feedback
button on the top-right of our app.
SortMe now has the ability to upload your bank transactions that are in
.csv
format.Navigate to your
Overview
tab on the right and below your connected bank accounts.
Go to
Upload CSV
, select the bank account to upload your transactions to and upload your .csv file on the right.
Need a financial coach to who can help guide you throughout your journey? Eager to invest with one of our partners? Or need an extra hand in times of financial struggles?
Introducing
Power Ups
. A way in which SortMe offers additional assistance to improve or help you based on your current financial situation.Just navigate to your sidebar, click Power Ups and click from one of the options to get you started.

Instead of an external to-do list with your advisor, SortMe can now handle to-do lists and tasks. When your advisor assigns a task for you, you'll be able to check it on our
Overview
section.You'll also be notified through your email when an advisor assigns you a task.

Transactions that are not settled yet in your bank will now be marked as
Pending
in your Transactions
page and is not yet included in your total, but once the bank has settled the transaction, it will be reflected on your dashboard accordingly.
Refunds and reimbursements being categorized as Income can now be set as part of your expense category.
Go to your Transactions page, select the transaction from your Income category.

From there, drop the categories list down and search for the Refund/Reimbursement category. Once selected, a prompt will pop-up below saying
"Apply to expense category to reduce amount spent?"
We have improved the response times of the
Transactions
page for customers who are viewing their transaction history that is set to 12 months or all time. You should be able to view these without having any lags.If anything else persists, you can reach out to us at support@sortme.com
When you're working on your budget and it's become a bit messy, the "Reset my Budget" will now help you clean that out.
Simply go to your Budget and click on the 3 vertical dots beside
Customize Your Base Budget
.
Once clicked, the budgeted amounts per category will be reset to the average spend per month across the last three full months.
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