Using Demo Data

SortMe will be waaaay better with your data. Get insights and recommendations to help you be better with money.

Settings

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My Advisor

Dana Whitfield

Whitfield Financial Group

dana@whitfieldfg.co.nz

Notifications

Review email

Get a quick overview of your activity and important things to be aware of.

Push notifications

Transaction Tags

View and manage your transaction tags. Renaming a tag updates it across all your transactions.

Billing & Subscription

Ooosh.. looks like your last payment failed. We'll try again soon. But you might want to check it's using the correct card.
The payment we could not take was $149.00 for your BOOST 2-year plan, due 28/07/2026. You keep access while we retry.
You are currently on the BOOST plan.
Your plan changes to SortMe Boost (2-year) on 3 Nov 2026.
Your plan changes to SortMe Boost (monthly) on .
View bills and manage your subscription here

Early access to beta features

Receive early access to new beta features before everyone else.

Available beta features

Bank Connections

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Users

Delete Account

Deleting your account will purge all account data and remove you from all future communications. Your account can not be resurrected.

version 3.41.0