Calculators > Budgeting > Money tracker

Money tracker

Using Sorted's Money tracker in a budget How to use the Money tracker video

Money tracker

Keeping track of how your money comes in, and goes out, can really help you sort out your money.

A budget helps you plan where your money should be going, the Money tracker shows you where the money goes in reality.

How the Money tracker works

Step 1. Get transactions from your bank statement

Step 1. Get transactions from your bank

Log in to your online banking, export transactions to your computer, then upload your transactions to the safe and secure Sorted Money tracker. Or enter transactions manually from a recent bank statement.

Step 2. Track your money in categories

Step 2. Categorise your transactions

Put your uploaded transactions into categories (e.g. Groceries, Entertainment) so you can see where your money goes. The more transactions you put into categories, the more accurate your summary will be.

Step 3. See where your money goes

Step 3. See where your money goes

View a summary of your transactions in graph and table format, to see at a glance how much you earned versus how much you spent, and where you spent your money.

Step 4. Use your categorised transactions in a budget (optional)

Step 4. Use your categorised transactions in a budget (optional)

The categories in the Money tracker match the categories in our Budget calculator. So you can also use your transactions to help create or update a budget (a plan for your income and spending).

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The Money tracker is safe and secure. So that you know it is safe to upload your bank transactions, you will see https secure validation when you start Step 1. Let us know if you have any questions or concerns about security.

Start Tracking now!
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