Introducing Entity Management: your trust, your rental, your side business all in SortMe

If you've got a trust, a rental or a side business, you know the March routine. Your accountant emails asking for the year's transactions, the rental statements, and "any receipts you've got." You lose a weekend exporting CSVs from three different banking logins and diving through 100,000 emails looking for receipts. Then a fortnight later comes the harder email: *what was that $1,840 Bunnings charge in August for, the rental or the house?* In this episode, SortMe Founder & CEO Carl Thompson introduces **Entity Management** — the most-requested feature in SortMe's history, built to close the no-man's-land between personal finance apps (which pretend your entities don't exist) and accounting software (overkill for someone who just needs their books kept separate and tidy). Each trust, rental LTC, company, partnership or sole trader sits as its own set of books inside SortMe, right next to your personal money. The headline payoff: a one-click **End-of-Year Accountant Pack** — a single ZIP of per-account CSVs, receipts, notes and a cover page, all reconciled to your bank balance with discrepancies flagged. Chief Customer Officer Charlotte Barraclough: *"This is comfortably the most-requested thing I hear from our investor and small-business customers… they love SortMe for their personal money, but they've been forced to run a second app, or a spreadsheet, for the entity side. They've been waiting for us to close that gap, and now we have."* In this episode: - The March routine Entity Management is built to kill — exporting CSVs from three banking logins, hunting for receipts, and not remembering whether the August Bunnings charge was the rental or the house - The one-click **End-of-Year Accountant Pack** — a single ZIP of per-account transaction CSVs, every attached receipt, your transaction notes and a cover page, all reconciled to the bank balance with discrepancies flagged up front - Why this isn't full-blown accounting software — and why Carl thinks Kiwi households with a trust or a side business live in the no-man's-land between personal finance apps and Xero-grade tools - Create an entity in a few minutes — name, type (Trust, Company, LTC, Partnership, Sole Trader or Other), description, avatar, and financial year-end (defaulting to NZ-standard 31 March) - Bind your bank accounts once and SortMe tags every transaction automatically — *and backfills your history retroactively* with a live progress bar, so the entity's books are complete from day one and you can finish the last EoFY - Receipt prompts on every business-sized spend ($500+) without a receipt — snap it as you go, instead of reconstructing twelve months of paperwork in March - The per-entity card view — accounts, this month's transaction count, net in and out, outstanding receipt prompts — one click deep-links to that entity's transactions with personal spend excluded - The whole-app entity filter — toggle "Personal" for true personal-only, or pick specific entities, with nothing filtered by default so the full picture stays intact - Available now on SortMe Pro — set up your first entity today and let SortMe backfill the rest Read the full article: sortme.com/post/introducing-entity-management