Your SortMe

A few quick questions and your SortMe builds itself. Skip anything you like.

set up

Nice one — your SortMe is set up. Connect a bank and your money starts flowing in.

Welcome to SortMe

Onboarding video
Getting started
Six quick steps to get the full picture of your money.
Step One
Connect your bank

Transactions flow in securely via Akahu and sort themselves automatically.

Action Needed

We've spotted your income

Our AI picked up what looks like your regular pay. Take 10 seconds to confirm it's right — you can tweak anything before saving.

🔁

4 subscriptions to sort

We found recurring payments that look like subscriptions. Confirm which to keep so your forecast stays accurate.

Cashflow
Cashflow Health 82 · Healthy
My Goals
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Example:
France Holiday Savings✈️
$1,000.00
$500.00 saved
Setup your first goal.
My Cashflow
Cycle Period Monthly
Current 1 Sep
This month
Income
Expenses
Total cash in and out (6 months)
Income
Expenses