How to Set Spend Targets With SortMe

Budgeting is a core component to controlling your money. With SortMe, you can easily create and manage your budget, helping you take control of your finances and plan for the future. In this guide, we'll walk you through the process of creating your budget step by step.

Step 1: Assess Your Financial Situation

Before creating your budget, it's important to understand your income and expenses. SortMe's ‘Spend Overview’ provides a view of your last 30 days income, expenses and deficit, helping you assess your financial situation accurately.

Step 2: Set Your Spending Targets

Based on your assessed expenses, set your monthly budget for each category group. SortMe calculates your average monthly spend per category group and suggests a budget based on your past transactions. Simply adjust the budget as needed to align with your financial goals.

Step 3: Track Your Spending

SortMe automatically tracks your spending and notifies you when you're reaching 80% of your spend target. This proactive approach helps you stay within your budget and make informed financial decisions.

Step 4: Review and Adjust Regularly

Regularly review your budget and spending patterns to ensure they align with your financial goals.

Creating a budget with SortMe is a straightforward process that empowers you to take control of your finances. By assessing your financial situation, setting a monthly budget, and tracking your spending, you can make informed decisions and achieve your financial goals.

Start budgeting with SortMe today and take the first step towards financial freedom.