Changelog
Follow up on the latest improvements and updates.
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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,
Apparel & Accessories, Clothing Rental, and Secondhand & Opportunity Shops
are now all under a single Clothing
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.
Why This is Better
- It's more secure. Your bank login details stay with your bank, full stop. Even if something unexpected ever happened on our end, your credentials would never be at risk.
- It's more reliable. Legacy connections could break whenever your bank updated their website. Open banking uses a purpose-built API, which means fewer disruptions and more consistent data.
- You're in control. You can see exactly which apps have access to your data and revoke that access at any time — directly from your bank's app or website, no need to contact us.
- It's fresher data. Open banking connections often update more frequently, which means the spending insights you see in SortMe are more timely and accurate.
You can read more about what this means here: https://support.sortme.com/article/78-the-move-to-open-banking?auth=true
Today we're rolling out improvements to the way SortMe detects "Subscriptions" in the app.
Notable changes:
- Better handling for price changes (e.g: if Spotify puts their price up or you upgrade/downgrade your Netflix plan)
- Stricter at actually requiring the transactions to likely be a subscription rather than "habits" or "behaviors" (e.g: the daily coffee order or weekly takeaways).
This week we've launched notes & attachments to transactions.
This can help you store things like insurance policies or invoices and receipts for various purchases.
Can also be handing to add a quick note to a transaction when the transaction description is too vague and you can't remember what it was for exactly.
Last week we launched a small update to the transaction categorisation engine to better categorise certain IRD income transactions.
After a lot of requests we have now launched the ability to bulk tag and bulk ignore transactions.
The next time you tag or ignore a transaction, you'll be asked if you want to apply this to similar existing and/or similar future transactions automatically.
This week we launched "Actions" on your SortMe Overview.
Actions help clarify what's important to be done now while usually only takes a few mins to power through.
This has been a long time coming, but you can now download SortMe on your phone in the Apple App Store and Google Play Store.
Spread the Word, Earn $20! 💸
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:
- Invite your friend to join SortMe via your exclusive invite link.
- Your friend accepts the invite.
- They subscribe to any SortMe plan.
- We send you $20!
Why keep SortMe all to yourself? Share the love, boost your network, and get rewarded. Your invite is powerful—use it to unlock savings and celebrate your success!
No limits on referrals. More friends, more $20 bonuses!
Start inviting now from within the SortMe app—because growing your money starts with growing your connections.
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