Our AI picked up what looks like your regular pay. Take 10 seconds to confirm it's right — you can tweak anything before saving.
We found recurring payments that look like subscriptions. Confirm which to keep so your forecast stays accurate.
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It’ll be in your inbox by 02/09/2026.
Sent to your email on 01/09/2026. Want a refresh later? You can order another any time.
Your payment went through. We can’t start until you send us a few details.
It’ll be in your inbox by 02/09/2026.
Sent to your email on 01/09/2026. Want a refresh later? You can order another any time.
Payment received. A few things your transactions can’t tell us, and then we’ll get started.
You can only send these once, so take your time — after that a change goes through our team.
Leave blank if they’re linked to your SortMe household — we’ll use what we have.
Sent on 28/08/2026. Our team is writing your framework from these.
Need to change something? These answers are locked once sent. Message our team and we’ll update them for you.
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Most people don’t have a money problem — they have a structure problem.
Income lands in one account, everything comes out of it, and whatever survives the month is what you saved. A Cashflow Framework replaces that with a simple structure: a small set of accounts, each with one job, and your income split between them the moment it arrives.
It’s how financial advisers set their clients up — and it’s the step most people never get to on their own, because working out your numbers is the hard part. That’s the part we do for you, from the transactions already in your SortMe account.
A personalised PDF report, written for you.
Built by our team from your own numbers and delivered to your email inbox within 3 working days. Yours to keep, print, and set up at your own pace.
We’re launching the Cashflow Framework at a special introductory price for SortMe members. One framework per household.
Apple Pay · App Store
Cashflow Framework
SortMe · One-time purchase
$59.00
Price is set by the App Store tier, so it may differ slightly from $59. Refunds are handled by Apple.
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Nothing has been charged and your framework has not been ordered.
Goal: sell a $59 personalised four-bucket cash flow report from the dashboard. Phase 1 is a concierge test — the app sells and collects intake; the team writes the PDF and emails it within 3 working days.
Flow: offer banner (top of rail on desktop, under Action Needed on mobile) → explainer modal → Pay $59 now → intake form → in-progress → delivered. Dismiss hides the banner for 4 weeks and it may re-show up to 3 times (decision update 7); the offer ships on no /power-ups surface (decision update 6).
Payment (the two platforms diverge at the buy button): on web, including a mobile browser, there is no hosted Stripe page and no redirect — the card already on file is charged off-session, so the button becomes a disabled spinner (Charging your card…) and the page then moves to intake. A declined card opens a generic failure modal: no reason shown, no order created, no Slack notification, offer stays purchasable. On native the same button raises the OS purchase sheet (App Store / Google Play via RevenueCat); the store confirms the payment and owns refunds, which is why native states a make-it-right promise instead of money-back.
Eligibility: paying BOOST + PRO, New Zealand only. Both platforms can buy (decision update 4). Trial users never see it — which is also why a saved card always exists on web.
Guarantee: 7 days from receiving the report, on both platforms. Web: full refund via Stripe. Native: make-it-right — talk to a human, a rewrite, whatever it takes (the stores control IAP refunds).
Faked: all data, the charge itself, the store sheet (OS-drawn on build), order state. Real on build: off-session Stripe PaymentIntent on the saved card + webhook, RevenueCat one-off IAP on native, user_settings dismissal, household-level in-progress block, PostHog funnel events, SortMe AI awareness.
What this is. The production-faithful screen-context TEMPLATE for the SortMe Financial Overview page (SOR-9959, WS2). It is the page as it ships today — no new-feature UI. It reproduces the stacked full-width card column (the mobile/tablet rendering of pages/financial-overview/index.page.tsx). Region-by-region source map lives in financial-overview.manifest.json.