SortMe Partner Guides
Below are our video guides designed to help our partners understand how SortMe works for them and their clients.
Spendable Balance
Takeways
- Spendable Balance helps users understand their discretionary allocation. The non-essential spending amount.
- This helps the user understand what they can spend without impacting their essential expenses like rent, mortgage, groceries, utilities, school fees etc.
- Essential and non-essential categories are not identified to the user as we do not want the user to manipulate the budget towards a bias outcome.
SortMe, an introduction
Setting up a client on SortMe
Using SortMe (Client App)
