Keeping Track of Expenses Is a Pain

Access your financial overview anywhere, desktop (web-app) or mobile and tablet. Stay in control no matter where you are.

Step 1Connect Accounts

Link your ANZ, BNZ, Kiwibank, Westpac, ASB, or any other NZ bank account. SortMe pulls in your transactions securely using bank-grade encryption. Takes about two minutes to set up.

Step 2Set Your Budgets

Choose spending categories that matter to you — groceries, eating out, transport, subscriptions — and set monthly limits for each one. SortMe tracks your actual spending against your budgets in real time.

Step 3Watch Savings Grow

SortMe analyses your spending patterns and sends you personalised tips on where to cut back. On average, our users find $2,371 in annual savings they didn't know they were leaving on the table.

On average, Kiwis find $2,371.27 worth of savings thanks to SortMe recommendations.

SortMe budgeting software user from New ZealandNew Zealand couple using SortMe budgeting software to manage household financesSortMe budgeting software user enjoying financial freedom outdoors in New ZealandKiwi homeowner using SortMe budgeting software to track property expensesActive New Zealander who manages their budget with SortMe budgeting softwareNew Zealand professional using SortMe budgeting software for personal finance managementSortMe budgeting software user exploring New Zealand with financial confidenceKiwi family using SortMe budgeting software to reach savings goalsNew Zealand couple who budget together using SortMe budgeting softwareSortMe budgeting software user celebrating reaching a financial goal in New ZealandHappy SortMe budgeting software user from New Zealand managing money stress-freeNew Zealand outdoor enthusiast who tracks spending with SortMe budgeting software

How SortMe Tracks Your Expenses

The easiest way to understand and manage your finances.

Your bank does the data entry

Every purchase, every transfer, every subscription — pulled in automatically from your connected accounts. No more logging into five different banking apps to figure out where your money went.

Every expense gets a category

See exactly how you're tracking against your spending limits. SortMe colour-codes each category so you know at a glance whether you're on track, getting close to your limit, or over budget.

See your spending in seconds

SortMe's AI reviews your spending and flags opportunities. Duplicate subscriptions you forgot about, better deals on regular expenses, and spending patterns you might want to change.

Find the spending you didn’t notice

Check your budgets from your laptop at home or your phone on the go. Great to use on desktop via the web-app through any browser.

Add notes and attachments

Keep track of transaction context for future reporting, like end of year, by adding notes and attachments on your transactions in SortMe.

Entity Expense Tracking

Make end of year accounting a breeze with SortMe. Tag expenses, track against an entity, and export everything the accountant needs.
"For the first time I could see everything, like a birds eye view of my financial position. No scraps of paper or countless tabs, no calculating or making mistakes. It was all there. It really helped me to completely reframe my financial goals"
- Hannah from Auckland
SortMe budgeting software feature showing automatic subscription tracking and recurring payment detection

12,000+ users

Join the thousands of users that have taken control of their finances with SortMe.

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.

Katie

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!

Tim T

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.

Jillian K

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.

Erica

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!

Kura Walker

Easy to navigate. Easy visuals to track spends and proportion of income on spends. Particularly like the recurring transactions feature.

Shaunee M

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.

Stacy & Craig

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.

Adrian H

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.

Tim P

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.

Daniel B

I found a $780 transaction that I had forgot to expense back to the company. SortMe has already paid itself back may times. Brilliant.

Phil W

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!

Petra

Not Your Average Expense Tracker

A simple and intuitive budgeting software that automates your money management, designed for everyone.
+ loads more
Personal finance management app

Expense tracking has never been easier

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

Talk to your money

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?

Get a financial coach

Like a personal trainer for your money. Get a professional in your corner with monthly check-ins to keep things on track.

Learn More

Expense Tracking Questions

Q: Do I have to photograph receipts or enter expenses manually?

A: No. SortMe connects directly to your NZ bank accounts and imports every transaction automatically. There’s nothing for you to enter.

 

Q: Can SortMe track cash expenses?

A: SortMe automatically tracks all electronic transactions (eftpos, credit card, bank transfers). For cash purchases, you can add manual entries if you want to, but most users find that electronic transactions cover 95%+ of their spending.

 

Q: How quickly do transactions appear?

A: Most transactions appear within 24 hours of being processed by your bank. Some banks are faster — you may see transactions the same day.

 

Q: Can I see how my spending compares month to month?

A: Yes. SortMe lets you compare spending by category across any time period. You can quickly spot if your grocery spending has crept up or if a new subscription started charging you.

 

Q: Does it work with NZ banks?

A: Yes. SortMe connects to ANZ, BNZ, ASB, Westpac, Kiwibank, and many other NZ financial institutions, plus investment platforms like Sharesies.

 

Q: Is my bank data secure?

A: Absolutely. SortMe uses bank-grade encryption, has completed a Google Security Audit, and only accesses your accounts in read-only mode. We can never move your money.

Recommended by industry professionals

SortMe is the recommended budgeting sofwtare by financial professionals.
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Get clarity. Remove stress. Reach your goals.

Join the over 12,000 Kiwis being better with money
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