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.

Transactions that are not settled yet in your bank will now be marked as in your 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

We have improved the response times of the 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 .

Once clicked, the budgeted amounts per category will be reset to the average spend per month across the last three full months.

If you're using SortMe with your financial advisor, you can now restrict the info that they can see.

Simply head to your SortMe Settings page and toggle between "Limited Access" and "Full Access".

"Limited Access" - let's your advisor get an overview snapshot of your financial situation but can't drill down into your specific transactions.

"Full Access" - gives your advisor the ability to see everything that you can see in your SortMe account.

Last week we launched a new layer to SortMe's transaction categorisation engine which will decrease the number of transactions that show as "Uncategorised" in your SortMe account.

As always we'd love to hear feedback on any transaction categorisation that comes through.

E.g: if transactions get categorised incorrectly, if a transaction is showing as "uncategorised" but it's obvious what the category should be etc.

Please send me an email support@sortme.com 🙏🏼

You might notice that sometimes your bank adds variable bits to your bank transactions.

E.g:

Where that might be the timestamp of the transaction, other times it could be the date or a payment reference number.

From now on, if you now categorise one of these transactions with variable characters and select "and all existing"/"all future" transactions, it will apply this category to other transactions while ignoring the variable characters.