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At SortMe, we believe great things are better shared—and we want to thank you with $20 every time you bring a friend on board!

Here’s the deal:

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When you receive your salary, you can now set a rule to a set amount of your salary to one of your Goals all inside SortMe.

SortMe detects your salary. All you need to do is go to the page, input the amount you want to transfer, select the name of the goal from the Goals list and the bank account where the money should be transferred to.

Click Set Goal. . Once you have re-authenticated, press .

It will then be saved as a rule that will run automatically whenever your salary comes in. If you want to change the rule, just delete the current one you have set up and create a new one.

A in budgeting have come into SortMe to help you stay on top of your finances with more flexibility and insight. Our goal is to make managing your money easier and more tailored to how you actually get paid and spend. Here's what to look forward to:

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When reviewing your budget cycle, you'll be able to see how far you're progressing with your budget

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Our Spendable Balance is now called the Daily Dough. The Daily Dough is determined by taking the calculated surplus for your current budget cycle, subtracting the amount already spent on non-essential categories, and then cross-checking this against your spend account balances. The sum of your spending account balances is used to display your true Daily Dough.

Users can now select which bank accounts they connected goes into their Spending Account. This helps you calculate your spendable balance more easily.

We hope you find these features useful! If you have questions, feel free to reach out on our Support page or through the app's Feedback form.

After numerous requests from our community, we're excited to announce a powerful new feature:

With tagging, you can now add your own custom tags to any transaction in SortMe and filter your transactions by those tags. Whether you want to track spending categories, special events, or anything else, Tagging gives you flexible control over how you organize and review your finances.

In your , just select a transaction, click "Add Tag" and input your desired name.

You can also filter out which tag you want to see in your Transactions list. You may also at once.

You can also set up tags in your . That way, you can set up and categorize tags based on your spending cycle.

Quickly let us know what your thoughts are at any time. Whether it’s a bug, a question, or a feature request, our new makes it easier to reach out to us.

Simply click the 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 button on the top-right of our app.

SortMe now has the ability to upload your bank transactions that are in format.

Navigate to your tab on the right and below your connected bank accounts.

Go to , 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 . 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 section.

You'll also be notified through your email when an advisor assigns you a task.