← Changelog
v1.19

Plan is out of beta

Plan leaves beta. Compare outcomes, edit property ownership shares and update the date of birth used for planning.

Financial PlanningPropertiesChat

Now you can

  • Plan no longer shows a beta badge
  • Edit a property's ownership share from home details
  • Compare plans side by side below the summary
  • Ask an outcome card's question from the card
  • Add your date of birth in account details

New

  • Change how much of a property you own from Edit home details, without deleting and re-adding it
  • A comparison card sits below the summary when more than one plan is on the chart, so you can read the same outcomes side by side
  • Each outcome card can send its question to Plan Chat with one click
  • Date of birth lives in account details, used for anything age-based: your plan, projections, and taxes

Updates

  • Plan is no longer marked as beta
  • Edit your own name and date of birth from the household members page

Bug fixes

  • Plan Chat headlines use the same typical line as the graph
  • Chat-driven saves and new plans clear the unsaved cue instead of leaving it stuck
  • The current-age row in assumptions no longer shows a broken info tooltip

Tax and financial planning in one place