Linking your accounts when you set up
If your partner has NestWise, or you would like them to, choose Link their NestWise account when setup asks about your partner and enter their email. You are not asked for their name, date of birth or concession card. When they accept, those fill in from their own account, and you can choose to use their total income in your family’s estimates.
If their details are still missing a few days later, Home asks you to add them, with the choice to enter them yourself or send another invitation. You can hide it for two weeks.
Sharing a trip
Open the trip and scroll to Sharing. Choose what your partner sees, read exactly what that includes, and agree. They find it under Shared with you. It is view only: they cannot change it.
- Itinerary only: dates, times, flight or service numbers, towns and who is going. No addresses or hotel names, booking references, notes or costs.
- Details, no costs: every booking with its places and addresses, booking references and notes. No prices or totals.
- Full details: everything in Details, plus what each booking cost and the trip total.
Documents, tickets and passports are never shared with a trip. Travel insurance shows on the shared trip only if you have also shared that policy from Insurance.
Changing what they see
Open the trip and choose Change what they see. Moving up a level lists exactly what is added before you save. Moving down takes effect the next time they open the trip.
Printing the whole trip for yourself
Open the trip and choose Print the whole trip. It is your own record, in order: the calendar a week to a page, every booking day by day with references, notes and costs, the trip total, then travel insurance, passports and when they expire (never the number), the documents saved with the trip and your lists. Choose Print or save as PDF to keep it.
A copy for someone else
For someone who is not on your account, such as a co-parent or grandparents, open the trip and choose A copy for someone else. Tick the bookings to include, choose Itinerary only or Details, no costs, and add who it is for if you like. Then print it or save it as a PDF to send. Costs, documents, tickets, passports and insurance are never in a copy.
A copy is a file: once it is sent it cannot be taken back, and it does not change when the trip does. NestWise keeps a note of each copy, who it was for and what it showed, on the trip and in Account. Removing a copy from that list does not affect one you have already sent.
Sharing an insurance policy
Open the policy in Insurance and choose Show it to your partner. They see the cover, insurer, premium, excess and renewal date, never its documents, notes or member number.
Sharing your will record
Open Legal in your household records and, on the will, choose Show it to your partner. They see where it is and who to call: whether there is a will, where it is kept and when it was made, the executors and the solicitor with their contact details, and whether a power of attorney and enduring guardianship are in place. Never the will itself, who gets what, wishes or notes.
Sharing an important date
Open Important dates in your Nest and, on a date, choose Share with your partner. They see what it is called, the date and who it is for, never your notes. It shows on their calendar and home page the same way it shows on yours. An “in memory of” date is shared only if you choose, and shows as one quiet line on the day, only if you asked for a reminder.
Everything in one place
Account → Sharing & connections is a table of everything your account shares: what it is, who with, what they see and when it ends. Change opens the item’s own sharing screen, and Stop ends a share straight away. A second table lists what your partner shares with you.
When sharing stops on its own
Every share is checked each time it is opened. It stops if you unlink your accounts, or if either of you says you are no longer a couple, even before the link itself ends. A new link later does not bring an old share back.