Feature Requests

Currently: When you re-categorise a transaction and you select either of the "and past matching transactions" or "future matching transactions", the transaction description needs to match exactly. However, sometimes there are transactions where they are the same for all intents and purposes, but there might be a random number of date in the transaction description so the "matching transactions" logic doesn't get triggered.

Currently Susan sometimes doesn't answer questions accurately when it comes to categories. E.g: if you ask how much you spent on rent this year, she might not understand which of our SortMe categories is "rent", because our category name has other words in it, other than just "rent". We want to give Susan more human-like awareness to increase her accuracy when providing answers that use transaction categories.

Have a separate tally or table for one of expenses. Allows you to see and evaluate your one off expenses, without effecting your monthly budgeting

Even though SortMe doesn't move money from your bank accounts, it would still give people peace of mind to have 2 Factor Authentication

When i am looking back on transactions and there are a lot of ignored transactions, there could be alot of transactions to look through, Hiding all ignored or transfer transactions would make it much cleaner.

Support for SBS bank accounts, home loan, and credit cards

Currently any interaction in the transaction list (including lazy load while scrolling) refreshes the page and takes the user back to the top of the list and removes the transaction category filter. This makes it incredibly frustrating to categorise or review transactions, especially because there are no sort or filter options to make it easier to get back to where you were.

See screenshots. $558.20 available to allocate but button is greyed out and actual maximum allocatable is $558.19.

There should be an option to be able to search your transactions for a certain person / company. You should also be able to change the category for ALL transactions to / from that company/person. Instead of doing each transaction manually.