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Sorting made easy in Xero Personal

Posted 6 years ago in Product by Adam Moore
Posted by Adam Moore

Today’s Xero Personal release makes it quicker and easier for you to see where your money is going so you know you’re on track.

Your sorting rules now truly reflect the way you shop. You’re able to create rules that contain only part of the payee name. So when you shop at different branches of the same store your transactions still get sorted – without having to be an exact match on your statement.

Your transactions will be sorted automatically based on the rules you create, as well as a few suggestions from us of based on what’s commonly used.

Check out the video to see it in action:


Want to start sorting your transactions? Signup for a free trial of Xero Personal.


Mike Block CPA
July 9, 2012 at 4.45 am

I understand why Xero needs different products, but not why it apparently wastes time coding features for each product separately. Why not have a common code base? Why not simply click a master menu to add certain fully debugged high-end features to each version?

We actually need a comparative table showing every feature in every version. I certainly know about the comparison between the versions on the signup page. However, that page does not show the comparison between Personal and Cashbook vs the other products. Such a table should be available Partners, if not everyone. In addition, these comparisons only mention major features. This blog entry on Sorting for the Personal version makes it clear that there are many differences.

QuickBooks has had such a common code base and comparisons for many years. There really is only one product for QuickBooks Pro and the many versions of QuickBooks Premier. You simply turn on features based on your install code or menus selections. You can even make Accountant look like any other version in seconds. That does not mean I want to return to QuickBooks, though they have had automatic daily bank and other financial institution downloads in QuickBooks Online for more than 18 months.

July 9, 2012 at 1.50 pm

Xero personal will be so popular as soon as it integrates with banks for automatic feeds. Until then it is like the others.

Marketed correctly it has massive potential but Automatic feeds are key. Not many people have the time to regularly download and upload statements.

Really impressed with this product, pity the key ingredient is not available unless you are with BNZ.

July 12, 2012 at 8.05 am

Sick of hearing about Xero Personal updates that don’t include Automatic Bank Feeds.
You guys are going to make a ton of money once you have sorted this out. I for one will be happy to pay you for it. Please sort it out soon. Thanks.

Sara Goepel
July 12, 2012 at 2.56 pm

@Gower: Yes, we agree that Xero Personal would be excellent with automatic bank feeds and we’re working on it now. Keep an eye on the blog for updates over the next couple months.

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