Feature Requests

I’ve been using SortMe to manage my family finances and have been loving it so far. However, I’d love to see a feature that allows users to view or export financial data in a Profit & Loss (P&L)-style report. As a business owner, I structure my finances based on the P&L and would like to do the same for personal finances, working backwards from savings and investment goals, ensuring expenses align with available income. Having a summary report that breaks down total income, fixed expenses, variable expenses, and net savings ("profit") in a clear format would make it easier to analyze spending trends and financial goals at a glance. It would be ideal if this could be: An in-app viewable report that summarizes key financial categories over customizable time periods (monthly, quarterly, annually). An export option (CSV/PDF) to use for external review or financial planning. Rule-based categorization improvements to ensure transactions with common keywords are automatically grouped under the right category without manual adjustments each time. Is this something that is or will be available? Thanks

When in spending overview and budget vs actual is selected I’m unable to select a date range

Please add the following features: Ability to rename certain transactions Categorize transactions as re-occurring expenses Sort specific transactions from a vendor under a certain category without setting all transactions from that vendor to the same category (e.g. Not all PayPal transactions should be sorted under the same group as some transactions may go under personal services while other transactions may go under a different category.)

I would like to create a few extra categories that work with my spending

Ability for users to enter something (e.g: wallet public key, address, or even just the number of which coins they have) then SortMe can track the real-time value and adjust net worth automatically.

I would like to have a monthly varied budget setting. For example, rate is on quarter based, set month budget as average doesn't reflect the real flow.

Provide users with a visual representation of their financial activities/ obligations over time.