Changelog
v0.3
June 11, 2026

Manual balances, property values, and safer attachments

AccountsProperty valuesAttachmentsReports

Sharper account maintenance, property valuation, and attachment handling, with cleaner overview and report surfaces.

Now you can

  • Edit manual account balances directly from account cards
  • See per-account sync timing and connection status
  • Attach vault files in chat with a clear size limit

v0.2
June 8, 2026

Account controls and faster chat

AccountsChatVault

Richer account personalization, a faster planning chat, and quicker access to your document vault.

Now you can

  • Rename, hide, and organize accounts by household owner
  • Faster, smoother streaming in planning chat
  • Reach your document vault right from the workspace sidebar

v0
June 2, 2026

Accounts, chat, documents, and reports foundation

AccountsNet worthChatDocumentsTransactionsReports

Household net worth tracking, a richer planning chat, a document vault, transaction insights, and advisor reports.

Now you can

  • Track net worth with manual, property, and real-estate accounts alongside connected ones
  • Ask chat about holdings and spending, with charts, attachments, and vault file mentions
  • Upload, organize, and download household documents in the new vault