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If you really want to manage your finances manually, then here. Download the free budgeting template (.xslx file)
We hope you'll come to your senses and realise that SortMe is a lot lot easier. We hope you'll join us soon.
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SortMe is the perfect solution for taking control of my finances. Many useful features (bank connection, automatic categorisation, budgeting, net worth, etc) that really tick the boxes of everything I could want from personal finance software. Finally found an upgrade from the homemade Excel spreadsheet!
Before we found SortMe, we found it overwhelming trying to manage the various accounts between us. We could never quite figure out where our money was going. As soon as we signed up to SortMe, that changed instantly. We could see exactly what we were spending and where we needed to pull back. Amazing tool. Highly recommend.
I have already recommended you! I've been made to feel comfortable, and welcome. There is no judgement! The website is informative and easy to navigate. You make it seem like financial freedom is possible!
Very easy to use platform - much nicer UX than other 'budgeting'/'tracking' software I've used previously. Swift replies from Customer Support (or directly from the CTO!) with any queries. Loving the daily update for keeping me in the know with money in and out.
I found a $780 transaction that I had forgot to expense back to the company. SortMe has already paid itself back may times. Brilliant.
SortMe has done all the thinking behind what I need to set up a realistic budget, have oversight into my financial position, and make positive financial steps. I love the tips for saving it gives based on my spending - the random subscriptions that I didn’t want but hadn’t been able to quite nail down have been nailed down and cancelled! Super user-friendly. Highly recommend SortMe.
SortMe is a fantastic way to manage your finances. A solid 9/10 so far in terms of everything I’d hope for. I found it very seamless and a lot less convoluted than other apps out there.
My go-to for financial management, streamlining the chaos of multiple apps. It's an invaluable tool, simplifying the process with useful features like net worth, transactions, and goal setting. Now, I can easily track my financial health, contributing not just to financial clarity but also improving my overall well-being.
I wish I had this software years ago, it is dramatically changed my approach to spending. A game changer for me! Super easy to use and data presented in a meaningful way that keeps you motivated and not to spend too much!
SortMe is a great tool to help you understand where your money goes. It is more comprehensive than some paid tools on the market and easier to use.
Easy to navigate. Easy visuals to track spends and proportion of income on spends. Particularly like the recurring transactions feature.
SortMe has helped us find and cancel app subscriptions we didn't need. Saving us over $2,000 per year. It's so worth it.
Connect all your bank accounts and SortMe will organise and categorise your transactions automatically. It's the easiest budgeting software available. It means you can see exactly where your money is at at any one time. No manual spreadsheets, no need for some out-dated budgeting template. SortMe makes tracking your money ridiculously easy.
Connect all your financial institutions
Create better financial habits
Reach your financial goals sooner
Understand and control your finances
Find subscriptions to cancel
Budget vs actual spend reporting
Data-based recommendations
Pay down debt faster
Ask SortMe AI anything about your finances. It analyses your real transaction data to answer questions instantly.
Am I on budget this month?
What did I spend on haircuts last month?
Like a personal trainer for your money. Get a professional in your corner with monthly check-ins to keep things on track.
Learn MoreQ: Is the budgeting template really free?
A: Yes, completely free. No email required. Download it in Google Sheets or Excel format and start using it straight away.
Q: How is SortMe different from my banking app?
A: Your banking app only shows transactions from that one bank. SortMe pulls everything into one place — all your accounts, credit cards, and investments — so you can see your complete financial picture. Plus, SortMe adds budgeting tools, spending analysis, and personalised savings recommendations your bank doesn't offer.
Q: Is my financial data safe?
A: That’s totally fine — the template is there for you. Some people genuinely love their spreadsheets. But if you ever find the manual upkeep too much, SortMe is here when you’re ready.
Q: Does SortMe work with NZ banks?
A: Yes. ANZ, BNZ, ASB, Westpac, Kiwibank, and many more. Plus investment platforms like Sharesies.
Q: Do I need to be good with money to use SortMe?
A: Not at all. SortMe is designed for everyday people. If you can tap an app on your phone, you can use SortMe. We handle the organising — you just review the results.
Q: How is my data protected?
A: SortMe uses bank-grade encryption and has passed a Google Security Audit. Read-only access to your bank — we can never move your money. Your data is never sold or shared.
