A few quick questions and your SortMe builds itself. Skip anything you like.
The invite is sent once you finish setting up.
Nice one — your SortMe is set up. Connect a bank and your money starts flowing in.
Transactions flow in securely via Akahu and sort themselves automatically.
Our AI picked up what looks like your regular pay. Take 10 seconds to confirm it's right — you can tweak anything before saving.
We found recurring payments that look like subscriptions. Confirm which to keep so your forecast stays accurate.
PRD-114 — Onboarding redesign — INVITED PARTNER variant. The first-run Overview of someone who signed up through a partner invite. They join an existing household, so the questions are age, living situation and KiwiSaver only — no home value, no mortgage, no invite step (SCOPE FR13/FR14). Their answers are stored against them, never the inviter (FR15). One new region, Your SortMe, sits at the top: profile tiles that fill in as the user answers, and the active question beneath them. Six skippable questions with a one-line reason each — age, living situation, home value (owners), mortgage lender + fixed-rate expiry (owners with a mortgage), KiwiSaver provider + balance, partner invite. Progress starts at 43% because name, email and the signup goal already count.