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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.
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.
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.
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 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 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!
Easy to navigate. Easy visuals to track spends and proportion of income on spends. Particularly like the recurring transactions feature.
I found a $780 transaction that I had forgot to expense back to the company. SortMe has already paid itself back may times. Brilliant.
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!
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.
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.
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.
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.
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.
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.
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 SortMe like Xero or MYOB?
A: No. Xero and MYOB are business accounting tools designed for invoicing, GST, and tax compliance. SortMe is personal accounting software — it’s designed to help individuals and households manage their day-to-day money, track spending, and grow their savings. Think of it as a personal CFO rather than a business bookkeeper.
Q: Which banks and financial institutions does SortMe work with?
A: SortMe connects to all major NZ banks — ANZ, BNZ, ASB, Westpac, Kiwibank, and more — plus investment platforms like Sharesies. We’re adding new integrations regularly.
Q: Do I need accounting knowledge to use SortMe?
A: Not at all. SortMe is designed for everyday people. If you can check your bank balance on your phone, you can use SortMe. Everything is laid out in plain language with clear visuals.
Q: Can I track my property and KiwiSaver?
A: Yes. You can manually add assets like property, vehicles, and KiwiSaver balances to your net worth tracker. This gives you a full picture of what you own versus what you owe.
Q: Is my data safe?
A: Yes. SortMe uses bank-grade encryption and has passed a Google Security Audit. We use read-only access to your bank — we can never move your money. Your data is never sold or shared.
Q: Can my partner and I both use it?
A: Yes. You can connect multiple bank accounts from different institutions into one SortMe account. Many couples use SortMe to see their combined financial position in one place.
