Inviting My Partner: How & Why You Want to Invite Your Partner to Your SortMe Account

When two people share a household, they share the finances — but most apps only give you one person's view. Inviting your partner to SortMe means you're both working from the same picture: the same accounts, the same spending overview, the same goals.

And you only need one Boost subscription to cover both of you.

How SortMe account sharing actually works (the short version)

SortMe is designed so that one subscription covers your whole household. Here's how:

• One account is the "household" account. This is where all the bank connections, categories, rules, and budget live. Only one subscription is needed for this account.
• The other partner gets invited in. They use their own email and password to log in to SortMe, but they are actually viewing and editing the household account — not their own separate one.
• The account switcher (top-right) lets both partners toggle between their own account and the shared household account. When you're on the shared account, everything you do there (add bank, create rule, re-categorise) affects the household view.

Common confusion: I cancelled my trial but now I can't access SortMe

If you had your own SortMe trial running alongside your partner's account and cancelled it, your own account (with its own subscription) is now inactive — which is correct. You should be accessing SortMe via your partner's account, not your own.

To do this: make sure your partner has invited you (Settings > Users > Invite User), then use the account selector in the top-right of SortMe to switch to their account. You do not need your own active subscription to access a shared account you've been invited to.

What about my bank accounts and data?

Bank accounts, transaction history, rules and categories all live on whichever SortMe account they were set up under. If you set them up under your own account and then want them under your partner's household account, contact support and we'll help migrate them.

Why invite your partner?

• One shared view. Both of you can see all connected accounts, the Spend Overview, and any Goals you've set — no more guessing what the household actually looks like.
• One subscription. Your partner joins your existing SortMe account at no extra cost. They don't need to start a trial or pay for anything.
• Their own login. Your partner gets their own email and password. You're not sharing credentials — you're sharing a household financial view.
• Connect their bank accounts too. Once they're in, your partner can connect their own bank accounts to the shared SortMe account so everything's in one place.

How to send the invite

1. Log in to your SortMe account and go to Settings.
2. Scroll to the Users section.
3. Enter your partner's email address and click Add User.

Your partner will receive an invitation email from SortMe shortly after.

What your partner sees

Your partner receives an email like this:

📸 [Screenshot needed: invitation email from screen recording — shows Gmail inbox, subject "Aidan invited you to join them on SortMe", with the Accept Your Invite button visible]

The email tells them:

"Click the button below to accept the invitation. If you don't already have a SortMe account, you'll be guided through signup — no subscription required."

Your partner does not need to sign up to SortMe beforehand. They click Accept Your Invite and are taken straight into your account. The signup flow (if needed) happens as part of accepting the invite — and at no point are they asked to start a trial or pay.

If your partner already has their own SortMe account, that's fine too. They'll be able to toggle between their own account and yours using the account switcher in the top right.

The invitation link expires after 14 days. If it expires before they accept, just send a new invite from Settings.

Managing pending invitations

You can see any invitations you've sent — and revoke them if needed — from the Users section in Settings.

If an invitation is still pending, it will appear there with an option to cancel it.

Switching between accounts

Once your partner has accepted the invite, they can toggle into your SortMe account using the account switcher in the top right corner of the app:

This is particularly useful if your partner has their own SortMe account — they can switch between yours and theirs without logging out.

Connecting your partner's bank accounts

Once your partner is in your SortMe account, they can connect their own bank accounts so all your household finances appear in one place.

1. Make sure your partner is toggled into your SortMe account (not their own).
2. Go to Settings and find the Bank Connections section.
3. Click Settings within Bank Connections.

4. Akahu will email a 6-digit verification code to you (the account owner) — you'll need to share that with your partner so they can proceed.

5. Once they're in Akahu, they click Add another connection to add their bank accounts.

Note on joint accounts: If you share a joint bank account, only one of you should connect it. Connecting it twice will result in duplicate transactions in SortMe.

If you get stuck at any point, reach out to us at support@sortme.com — we're happy to help you get the household set up.