Feature Requests

Adding rental income as a category under Income

Description: It would be really helpful to have a way to break down one-off or periodic expenses (like insurance, memberships, or annual software fees) across the duration they cover. For example, if I input a $600 transaction for annual insurance, I'd love to mark it as a 12-month expense—so it gets evenly spread over each month when viewing the Spend Overview. This would give a much more accurate view of regular monthly outgoings and help with budgeting and planning. Feature Functionality: When entering or reviewing a transaction, have an optional field for "Duration this covers" (e.g., 1 month, 6 months, 1 year, custom). The app would then allocate the total cost across the selected period when displaying monthly spend. Possibly include a toggle to show the actual spend vs allocated spend in reports. Why It’s Useful: Right now, these lump-sum payments can throw off monthly budgeting, especially when trying to track regular spending habits or assess average monthly costs. This feature would allow for a much clearer financial picture by smoothing out those spikes and reflecting true monthly costs more realistically.

Ability to download/export transactions

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

It would be great to be able to split transactions between two or more categories

Ability to connect Kernel accounts when Kernel 2FA is on

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.

Ability to create a ‘draft budget’ while still keeping your current one active and the same. The draft budget/s can be made for different scenarios or to cater for upcoming changes in income or lifestyle and can be saved and “published” as the current budget when the time is right.

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.)