Sort All Money

01 · Plan until payday · Sort All Money

Know what’s yours. Before you spend.

Bills still ahead. Plans already made. Sort All Money puts your balance in perspective, so you don’t have to keep doing the maths.

Unpaid bills and planned costs are accounted for. In your live cycle, expected income isn’t treated as money already received.

What goes into Available to Spend

An estimate from your plan—not money moved, reserved or guaranteed.

Screens show fictional demo data from Sam 1.6 (11), captured 9–10 September 2026.

After recorded commitments£900 available
Sam dashboard showing £900 Available to Spend, a £1,500 recorded-balance estimate and £500 of unpaid bills.
£1,500 recorded balance. £600 still committed. £900 available.Sam 1.6 (11) · Simulator capture · 9 September 2026 · Fictional demo data

New to Sort All Money? Start with your payday plan, then explore forecasts and spending insights. Wallet assistance is optional.

Your payday. Your rhythm.

Know what is due before payday.

Keep each bill on its actual date and see which commitments fall before your next payday. Choose the adjustments you need for weekends and supported bank holidays.

Weekly, four-weekly, monthly and custom cycles are supported. Payday planning is included in Sort All Money at no cost.

The schedules Sort All Money supports
Planning Schedule repeats every four weeks on Friday from 28 August 2026. Changes affect future cycles only.
Every four weeks, on Friday. The plan follows the schedule you choose.Sam 1.6 (11) · Simulator capture · 9 September 2026 · Fictional demo data

Optional Plus · Balance Visualise

Make what’s left easier to live with.

See the days ahead in daily and weekly terms, with bills already considered. Balance Visualise adds reporting and analytics; Available to Spend and your current-cycle forecast remain free.

Available to Spend
£900
Days left
16
Available per week
£393.75
Available per day
£56.25

Figures from the fictional plan on 9 September. Spending room changes with your plan; it isn’t a guaranteed allowance or financial advice.

Analytics shows £200 spent so far, £500 bills remaining, £900 available and 16 days remaining: £393.75 per week and £56.25 per day.
On the capture date: £900 available across 16 days, with £500 of bills still allowed for.Sam 1.6 (11) · Simulator capture · 9 September 2026 · Fictional demo data

Included at no cost

A regular plan, with room for real life.

Change one bill payment without rewriting future occurrences. Enter variable income when you know the amount, and see what still needs your attention.

Sort All Money stays useful at no cost after Plus access ends. Open the details to explore what is included.

Planning and schedules

Fixed, last-day, last-working-day and custom payday schedules, with supported weekend and bank-holiday adjustments.

Included details
  • Bills, income and outgoing
  • Recurring rules and future occurrences
  • Paid, received and planned statuses

The view between paydays

Available to Spend with balance context and a forecast for your current cycle.

Included details
  • Current-cycle forecast viewing and day inspection
  • Ordinary income, bill and spending edits
  • Standard labels and filters

Control and continuity

Free eligible Wallet connection and importing, with a complete manual route.

Included details
  • Reminders and App Lock
  • Manual transaction selection and balance correction
  • Wallet-assisted setup
  • Eligible Wallet-history import
  • Create and restore iCloud or encrypted portable backups
Sort All Money detailsUsing Sort All Money without Wallet

02 · Keep the plan in step with reality

Less entering. More reviewing.

Connect eligible accounts through Apple Wallet for free. Use available activity to help set up your plan, import transactions or select them yourself. You can also make an explicit balance correction.

Optional Plus adds Balance Match: automated matching and assisted reconciliation, with your review before changes are saved. Manual planning stays available when Wallet is unavailable.

Explore Apple Wallet
Two possible missing payments£18 + £12
Park Lunch £18 and Station Snacks £12 are selected. A £1,470 balance is previewed above Apply 2 changes; nothing has been applied.
£18 + £12 = £30. The matching balance is a preview, awaiting Apply 2 changes.Sam 1.6 (11) · Simulator capture · 9 September 2026 · Fictional demo data · Synthetic Wallet data; review before applying

Historical matching demonstration; Balance Match is part of the planned Plus offer. A fitting total needs review. Wallet availability depends on the account, region, device, operating system and permission.

03 · Free backup and restore

A route back to the plan you built.

Create and restore private iCloud backups or password-encrypted portable backups for free, including after Plus ends. Your saved records remain available.

Restore your plan

Restore an iCloud or portable Sort All Money backup. Restoring replaces the local plan rather than merging copies.

Keep a backup

Private iCloud copies use Apple’s iCloud protections. Portable .sambackup files use your chosen password. Keep it safe; it is needed to restore the file.

Know which copy you keep

iCloud backup is not live sync. A current-cycle CSV export is plain text and is not a full backup; Sort All Money does not encrypt it.

Backup and restoration detailsHow copies are handled

04 · Optional Plus · Balance Visualise

See which regular costs are changing.

Compare recorded cycles, then follow an individual bill to see how its payments have changed. Eligible Wallet history importing is free; these analytical comparisons are part of Plus.

In this saved fictional history, Meadow Energy has one paid bill in each cycle: £55 in June, £60 in July, £65 in August and £70 in September. The current cycle’s £70 is £5 more than the previous bill.

A higher recorded amount can reflect usage, timing or other changes. It does not by itself prove a supplier price rise.

Explore Sam Plus
Meadow Energy’s recorded bill history rises from £55 in June to £70 in the current September cycle; the selected paid amount is £5 above the previous bill.

Follow one regular bill across your recorded cycles. Saved fictional plan history; September is current and its bill is already paid.

See where the money goes, too.

Standard labels and filters are free. Optional Plus Balance Visualise adds analytical breakdowns by label: explore a section of the chart, then look at the records behind it.

This separate £800 example includes paid and planned spending in one cycle.

Explore the free current-cycle forecast
Paid and planned records£800 by label
An £800 total of paid and planned bills and outgoing: Home £500, Everyday £210 and Travel £90.
£800 across paid and planned records: Home £500, Everyday £210, Travel £90.Sam 1.6 (11) · Simulator capture · 9 September 2026 · Fictional demo data

Sort All Money · Sam Plus

Know what is left in your plan.

Explore free planning, eligible Wallet importing and your current-cycle forecast.

Explore Sort All Money

Coming soon for iPhone