Pricing
The app that pays for itself
The average user finds $2,371 in savings. Boost starts at $99 a year. It pays for itself.
★ 4.7 on Trustpilot · 17,000+ households helped
7-day trial for just $1, on either plan.
Boost
Most popular$29 /month
$99 /year
$149 /two years
$29/month · $99/year · $149/two years
For households who want the full picture and a clear next step.
- Everything for your personal money: unlimited bank connections, Budgeting, Spend, Subscriptions, Cashflow Forecast & Health Score, Growth, Protection, SortMe AI, Goals, household sharing, iOS + Android apps.
- 1 free 30-minute SortMe consultation.
- 30-day money-back guarantee.
Pro
$49 /month
$299 /year
$399 /two years
$49/month · $299/year · $399/two years
For households with a company, trust, rental or side business in the mix.
- Everything in Boost, plus the money your bank feed never sees: add transactions by hand (cash, a work card, a bill spread across months) and split one transaction into parts with their own categories. Entity Management keeps unlimited entities (trusts, companies, LTCs, partnerships, sole-trader ops) as separate books beside your personal money, filtered to one entity or with personal money hidden. Receipt prompts on entity spends of $500 or more, one-tap Current FY and Last FY views, and a one-click End-of-Financial-Year accountant pack.
- 2 free 30-minute SortMe consultations.
- 30-day money-back guarantee.
Pro is billed on the web (Stripe). You'll use it everywhere, including the mobile apps.
Try SortMe Pro for $1Not sure which plan fits?
Give us a call and talk it through with an NZ-based SortMe expert. Bring your setup, however messy, and we'll tell you straight which plan covers it.
Rule of thumb: if your money is all personal,
Boost.
If any of it needs end-of-year accounts done,
Pro.
What's included
| Feature | Boost | Pro |
|---|---|---|
| Bank connections (all major NZ banks) | Yes | Yes |
| Open banking (ASB, ANZ, BNZ) | Yes | Yes |
| KiwiSaver, Sharesies & investment connections | Yes | Yes |
| Mortgage tracking + fixed-rate expiry alerts | Yes | Yes |
| Budgeting (pay-cycle native, category groups, Budget Cycle Review) | Yes | Yes |
| Spend Overview (auto-categorisation, tags, notes) | Yes | Yes |
| CSV export of transactions | Yes | Yes |
| AI subscription & income detection | Yes | Yes |
| Cashflow Forecast + Health Score | Yes | Yes |
| Growth (net worth, mortgage, KiwiSaver, investing) | Yes | Yes |
| Protection (policy register, gap alerts, adviser handoff) | Yes | Yes |
| SortMe AI | Yes | Yes |
| Goals tied to real accounts | Yes | Yes |
| Household sharing | Yes | Yes |
| iOS + Android apps | Yes | Yes |
| Free 30-min SortMe consultations | 1 | 2 |
| Add transactions by hand (cash, cards your bank can't see) | — | Yes |
| Split transactions | — | Yes |
| Entity Management (unlimited entities, filter by entity) | — | Yes |
| Receipt prompts on entity spends ($500+) | — | Yes |
| Financial-year views (Current FY, Last FY) | — | Yes |
| One-click EOFY accountant pack | — | Yes |
Money back guarantee
Change your mind in your first 30 days, and we'll refund you.
There's no savings target to hit and nothing to prove. If SortMe isn't doing the job for your household, tell us in your first 30 days and we'll refund what you've paid. The average user finds $2,371 in savings, which is why we can offer it without conditions.
Not sure which plan fits?
Book a chat with a real person who'll look at your situation and tell you straight, including "you don't need Pro" if you don't.
