Goal Setting
Track your savings goals, gain momentum
No new accounts to open. No balances to type in. Point a goal at the savings accounts you already have, and progress updates itself every time your balance moves.
- on Trustpilot
- ★ 4.7
- bank access
- Read-only
- money-back guarantee
- 30-day
Real accounts
Your money stays where it is
Most goal features want you to open yet another account or maintain a pretend balance inside an app. SortMe goals attach to real accounts at your real banks: ANZ, ASB, BNZ, Westpac, Kiwibank, wherever your savings live. The goal reads the balance; the money never leaves your control.
- Attach any connected account. No new accounts, no transfers
- Progress updates automatically as your balances change
- Read-only, always: SortMe can never move your money
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ANZ -
ASB -
BNZ -
Westpac -
Kiwibank -
TSB -
Sharesies -
Kernel
+ more, all via Akahu
Multi-account goals
Saving across three accounts? That's still one goal.
Real households don't save in one tidy place. The holiday fund might be a serious-saver account, a term deposit and the offset you've been padding. Point all of them at one goal and see a single number: how far you've come, how far to go.
- Multiple accounts per goal, one combined progress figure
- Run several goals at once (deposit, holiday, emergency fund) — each with its own accounts
- Progress tracking that shows the trend, not just today's balance
Goals × forecast
"Can we still make it by December?" — answered
A goal without a timeline is a wish. SortMe's Cashflow Forecast projects your months ahead, so you can see whether the current pace gets you there, and what a tight month in November does to the plan. Ask SortMe AI directly: "Are we on track for the Fiji trip in January?" and get an answer built from your real numbers.
- See goal pace against your projected cashflow, months ahead
- Spot the trade-off early: the one-off cost that pushes the goal date out
- Free up cash for goals by cancelling dead subscriptions
