SORTMONEY

SortMoney is the ultimate personal finance management tool for financially sophisticated people. In the field of personal financial management, on one hand we have simplistic money management tools such as Moneydashboard and on the other hand, we have online accounting websites such as Kashflow or Freeagent. SortMoney operates in the uncontested space between the two which is people who have multiple sources of income, are serious about money, but don’t employ people themselves or are ... VAT registered etc. Let's think about a target user say Jack. Jack has a full time job, in addition he owns a buy-to-let property. Jack has many diversified investments including his pension plan, ISA, investments he has made through Seedrs and his shares portfolio. Jack finds online accounting websites difficult to learn and too complicated for his needs while account aggregators unsafe and missing key features he needs to track all his assets and activity. SortMoney is tailored to specifically meet the needs of Jack. Jack would get a true picture of how much he is making and expending every month, how his investments are performing and how his net worth is developing over time. Jack would be able to record his expenses using our easy to use spreadsheet format and also import his bank and credit card statements after easy to use one time mapping. Jack would also be able to create a separate 'business' page within the website for his buy-to-let property. This means that he won’t have to worry about fiddly excel sheets or tricky accounting websites, which are not only costly but really designed for a bicycle shop accounting than a simple buy-to-let. Jack would be able to use the SortMoney Mobile App to ensure he doesn't miss on claimable expenses receipts or miss tracking his cash expenses. Jack can use SortMoney to track anything jointly with others. Be it flat-share, events he organises or trips with mates. Jack would be able to track his foreign currency accounts and expenses as well from the website and mobile app, with automatic conversion in real time.More