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Plan with Sorted. Take action with BudgetBuddie 💸

Getting your money sorted doesn’t stop with a plan, BudgetBuddie helps you follow through.
Dashboard
Insights & tips
Easy budgeting
Automate your finances
BudgetBuddie mobile app
BudgetBuddie web app

Comparison

See how BudgetBuddie compares to Sorted.

Feature
BudgetBuddie
Sorted
Best for
Taking action on your money
Learning & planning
Cashflow forecasting
Yes
No
Net worth
Yes
No
Retirement planner
Yes
No
NZ bank connections
Yes
No
KiwiSaver & investments
Connected
Calculators only
Auto categorising
Yes
No
Price
Free plan + Pro
Free
Merchant categorising
Yes
No
Live transactions
Yes
No
Account balances
Yes
No
Shared household
Yes
No

Your transactions, made simple.

No more messy bank statements, enjoy easy to understand enriched transactions.
Categorise transactions
Enriched transaction data
Easily track your spending

Safe, secure and on your terms.

Allowing you to have peace of mind about how your data is being managed and stored is our top priority. Learn more about how we handle security here.
256-bit bank-grade encryption
We never store your banking credentials
Face ID, PIN and 2-factor authentication available
Integrations

Providers we integrate with.

Secure and encrypted integration
Bank, Kiwisaver & Investments
Centralise all your data

American Express

Connect with American Express
Connect

ANZ

Connect with ANZ Bank
Connect

ASB

Connect with ASB Bank
Connect

BNZ

Connect with BNZ Bank
Connect

Booster Kiwisaver

Connect with Booster Kiwisaver
Connect

Booster Savvy

Connect with Booster Savvy
Connect

Fisher Funds

Connect with Fisher Funds
Connect

Gem Finance

Connect with Gem Finance
Connect

Generate

Connect with Generate Kiwisaver
Connect

Hatch

Connect with Hatch
Connect

Heartland Bank

Connect with Heartland Bank
Connect

IRD

Connect with IRD
Connect

Kernel Wealth

Connect with Kernel Wealth
Connect

Kiwibank

Connect with Kiwibank
Connect

Milford

Connect with Milford
Connect

NZHL

Connect with NZHL
Connect

Pie Kiwisaver

Connect with Pie Funds
Connect

Rabobank

Connect with Rabobank
Connect

SBS Bank

Connect with SBS Bank
Connect

Sharesies

Connect with Sharesies
Connect

Sharesight

Connect with Sharesight
Connect

Simplicity

Connect with Simplicity
Connect

Stake

Connect with Stake
Connect

Superlife

Connect with SuperLife
Connect

The Co-operative Bank

Connect with The Co-operative Bank
Connect

TSB

Connect with TSB Bank
Connect

Westpac

Connect with Westpac Bank
Connect

Wise

Connect with Wise
Connect

Wise

Connect with Wise
Connect

Westpac

Connect with Westpac Bank
Connect

TSB

Connect with TSB Bank
Connect

The Co-operative Bank

Connect with The Co-operative Bank
Connect

Superlife

Connect with SuperLife
Connect

Stake

Connect with Stake
Connect

Simplicity

Connect with Simplicity
Connect

Sharesight

Connect with Sharesight
Connect

Sharesies

Connect with Sharesies
Connect

SBS Bank

Connect with SBS Bank
Connect

Rabobank

Connect with Rabobank
Connect

Pie Kiwisaver

Connect with Pie Funds
Connect

NZHL

Connect with NZHL
Connect

Milford

Connect with Milford
Connect

Kiwibank

Connect with Kiwibank
Connect

Kernel Wealth

Connect with Kernel Wealth
Connect

IRD

Connect with IRD
Connect

Heartland Bank

Connect with Heartland Bank
Connect

Hatch

Connect with Hatch
Connect

Generate

Connect with Generate Kiwisaver
Connect

Gem Finance

Connect with Gem Finance
Connect

Fisher Funds

Connect with Fisher Funds
Connect

Booster Savvy

Connect with Booster Savvy
Connect

Booster Kiwisaver

Connect with Booster Kiwisaver
Connect

BNZ

Connect with BNZ Bank
Connect

ASB

Connect with ASB Bank
Connect

ANZ

Connect with ANZ Bank
Connect

American Express

Connect with American Express
Connect

All in one app. Really.

Don't waste time switching between multiple platforms and tools to manage your personal finances. Bring them all together.

Cashflow

Stay in control of your money, manage & forecast your cashflow into the future.

Retirement Planner

Make sure you've got enough when it comes time for tools down, project your retirement fund.

Easy Integration

Get connected and set up with ease.

Merchants

Make categorising transactions a breeze, with merchants.

All your accounts

Bring your bank, kiwisaver & share portfolios into one place.

FAQ

Got questions?
We've got answers.

Compare

What's the difference between BudgetBuddie and Sorted?

Sorted is a free government site for learning and planning. BudgetBuddie is the app you use every day to run the plan — live dashboard, NZ bank connections, budgets, merchants, cashflow, and goals.

Can I use BudgetBuddie with Sorted?

Yes. Use Sorted for calculators and learning, then use BudgetBuddie to track spending, stay on budget, and see your accounts in one place.

Is BudgetBuddie free like Sorted?

Sorted is free. BudgetBuddie has a free plan plus Pro if you want the full toolkit. You can start free and upgrade later.

Features

Does Sorted connect to my bank?

Sorted doesn't connect your banks or show live transactions. BudgetBuddie connects through Akahu so balances and spending update automatically.

Does Sorted have a live dashboard or auto categorising?

No. Those are BudgetBuddie features — live transactions, merchant categorising, and a dashboard you can check daily.

Does BudgetBuddie have cashflow and a retirement planner?

Yes. BudgetBuddie includes cashflow forecasting, net worth, and a retirement planner, so you can act on what Sorted helps you plan.

Which is better for everyday budgeting?

Sorted is best for education and one-off planning. BudgetBuddie is best for everyday budgeting once you want to see where the money actually goes.

Getting started

How do I get started with BudgetBuddie after Sorted?

Create an account, connect your banks through Akahu, and set up your budget. We'll guide you through setup.

How does BudgetBuddie keep my bank data secure?

We use 256-bit bank-grade encryption and host data on AWS. Bank connections go through Akahu — we never see your bank login.

What happens after I sign up?

You can start on the free plan. If you try Pro and don't continue, you stay on the free plan with some features limited. Upgrade anytime.

Can I cancel a paid plan anytime?

Yes. Cancel from the manage-account portal. Access ends when you cancel, and unused time is credited.

Still have questions?

We are here to help

Manage your money, on any device...

Manage your money on our web version, coming soon 🗓️
Smart widgets
Insights & tips
Connect your accounts
Money, made easy

One app.
All your finances.

Level up the way you manage your money.
Smart widgets
Insights & tips
Connect your accounts
Money, made easy
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BudgetBuddie personal finance app