← Changelog
v1.23
What you could save, and tracks you reshape
Preliminary analysis shows estimated savings and retirement outcomes. Give custom answers to track questions, rename tracks or start a general track.
OnboardingFinancial PlanningTracks
Now you can
- Preliminary analysis opens with What you could save
- When you can retire shows the same Plan outcome cards
- Answer a track question in your own words when the listed options do not fit
- Rename or delete a track as a household member or advisor
- Investment Strategy is now Portfolio
- Start a generic track from your tracks list
- Linked Roth retirement accounts land in the Roth bucket
New
- Preliminary financial analysis leads with What you could save: estimated savings from idle cash, subscriptions, fees, HSA healthcare, and gifts of appreciated stock
- When you can retire shows Plan outcome cards (will money last, what's left, bad markets, retire later) with a retire-age marker on the chart
- Track questions accept answers beyond the listed options
- Household members and advisors can rename or delete a track
- Members can start a generic track from the tracks list
Updates
- The Investment Strategy track is now Portfolio across member and advisor copy
- Linked retirement accounts Quiltt marks as Roth land in the Roth bucket on first connect
- Tracks show a beta badge
Bug fixes
- The collapsed track room is usable at phone width