Simple and easy to use. Setup allows for good level of customisation for your own needs without being overwhelmed with too many options
Company replied
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Simple and easy to use. Setup allows for good level of customisation for your own needs without being overwhelmed with too many options
Company replied
It is probably too soon for me to pass judgement as I have only just begun my SortMe journey. So far, I am most impressed with the only major being a particular glitch with transaction descriptions.
Company replied
Easy to set up and connect accounts. Quickly able to see income and outgoings and work through the budget process. Reviewed auto categorisations and changed a few that didn't quite align. Didn't qu... See more
Company replied
I like that I can see all my financial transactions and accounts on one app. Bonus...was the 1 on 1 with a Sort Me Consultant (Charlotte) who helped me to navigate through the app and understand the S... See more
Company replied
SortMe is a New Zealand-built personal finance platform that pulls your full money picture into one place. Bank accounts, KiwiSaver, mortgage, credit cards, side hustles. Once they're connected, you get a live view of where you stand: net worth, cashflow, where the money's going, and what's safe to spend this week. You also get the SortMe Cashflow Health Score, a real measure of how your household is tracking, plus proactive nudges when something needs your attention. The result is the thing most Kiwis are missing: one place to look, and confidence about what to do next. Customers use SortMe to pay down debt faster, plan a first home or property upgrade, sort their KiwiSaver fund choice, and find thousands a year, every year, in savings they didn't know were there. When a bigger decision lands, like a mortgage refix or a property move, SortMe connects you with a trusted advisor or broker partner who already understands your situation. SortMe isn't a bank. It doesn't move your money, and it doesn't sell your data. That's never changed, and never will. Try SortMe for $1 (7 days).
Auckland, New Zealand
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Simple and easy to use. Setup allows for good level of customisation for your own needs without being overwhelmed with too many options
Reply from SortMe
Provides excellent transparency and timely tracking of transactions as well as features that provide insight into future spending habits
Reply from SortMe
Great programme. Integrates with most NZ banks.
The half hour free introductory session with Charlotte was awesome.
Reply from SortMe
It is probably too soon for me to pass judgement as I have only just begun my SortMe journey. So far, I am most impressed with the only major being a particular glitch with transaction descriptions.
Reply from SortMe
SortMe is so helpful for getting a big picture view of our finances. The online meeting with Charlotte was great to get me set up.
Reply from SortMe
Sortme provides a really nice user experience, with quick and easy setup and a really wide range of features. I was grateful to be contacted by a Sortme financial advisor to organise a financial review session even whilst on my trial period. This responsiveness and customer experience blew me away. The integrated feature request system is also really nice and makes me confident that the application and service will only continue to get better.
Reply from SortMe
I like that I can see all my financial transactions and accounts on one app. Bonus...was the 1 on 1 with a Sort Me Consultant (Charlotte) who helped me to navigate through the app and understand the Sort Me features. Highly recommended to anyone wanting to reach their financial goals. Blessings.
Reply from SortMe
SortMe shows me useful insights and recommendations. It's found spending patterns I'd missed and has helped me save. Connecting my bank accounts was easy, definitely recommend.
Reply from SortMe
I've been using Sortme since the early days, and seen their commitment to constant feature development first hand. I've used several tools in the same category and found them to result with the same, uninspiring 'make more, spend less' directives. Sortme has found a way to make household financial management tasks engaging and motivating.
Reply from SortMe
The perfect combination of bespoke control and simplified UX. And the team are super responsive if you need support.
Reply from SortMe
this app has literally changed our life with looking into the future for savings planning for holidays and reviewing where our overspends are taking place. In an environment where life is so expensive this app has changed our mindset around money to being a lot more positive
Reply from SortMe
Great product, works better than expected and support available immediately when needed.
Reply from SortMe
Just been in a week and find it so easy to get to see all my accounts on one place and hoping to sort a budget soon 😃
Reply from SortMe
I am a recent subscriber to SortMe. I am still getting acquainted with it but the feature I have found useful so far is the automatic catagorisation of income and expenditure
Reply from SortMe
Really grateful for this app, it’s helped me to continually track everything closely as we slowly recover from some big setbacks over the past year.
Love that the app doesn’t have hidden costs nor do I receive pointless spam. Truly this app is a great tool to keep motivation and commitment high
Reply from SortMe
I'm still new to the software but was super surprised and delighted to get a call to see how I was going and to have one little issue I was having insta-sorted. So far this app is giving me great visibility and helping me make better choices everyday on how I spend and invest my money.
Reply from SortMe
A top piece of software for a really reasonable price that really helps people with their personal finances. Couldn't recommend highly enough.
Reply from SortMe
Easy to set up and connect accounts. Quickly able to see income and outgoings and work through the budget process. Reviewed auto categorisations and changed a few that didn't quite align. Didn't quite fit my current circumstances but provides a useful tool to manage where I'm at.
Reply from SortMe
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