Feature Requests

I would love to be able to pull my budget fromthe past 12 months spending rather than 3 months to take into account my fluctuating income and heating bills in teh winter

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

It is hard to know what has been cancelled or not because it shows next expected payment but it does not shows the last. I end up losing tack of what I successfully cancelled. It is also not clear what happens if for some subscription is re-started or ignored.

Currently, if a goal is added, it'll automatically be added towards your budget allocation whether you want to start working towards that goal or not. Sometimes you might want to add a goal where you don't know the due date or you haven't started saving for it yet but you still want to have it ready in SortMe. We could: Let users add a start date Let users toggle if a goal should calculate towards their pay cycle contribution or not Something else.. ?

So I can compare what I am spending in each category month on month.

Ability to have different SortMe "spaces" and choose which bank accounts get assigned to which SortMe space. This would allow users to keep data separate for different use cases E.g: you might have: personal space for your own accounts joint space for the accounts you share with a spouse flat mates space, for accounts that are for a flat etc

I'd love a way to set up automated tagging rules based on the bank account a transaction came from or went into, and also based on the amount. For example: If a payment from Account ABC in "xyz" category, tag it as “Coffee” If a payment over $500 from Account ABC in "xyz" category, tag it as “xyz” Useful for filtering and seeing how much is spent on specific things, like coffee purchases, or alcohol etc

If you have any unused budget for this month, rollover the remaining budget and accrue it to next month's budget

Currently, "allowance/pocket money" only exists as an income category within SortMe. It's been suggested to add it as an expense category too especially for parents who allocate a regular allowance or pocket money for their children's discretionary spending.

option or just hide the $0 categories and subcats so it just shows the things you were actually spending on, would make it a lot easier to read