← Changelog
v1.24
Analysis from your 1040 and pay stub
Preliminary analysis uses uploaded tax returns and pay stubs. Approve a track plan or correct its recommendations before continuing.
OnboardingFinancial PlanningTracksDocuments
Now you can
- Preliminary analysis reads your uploaded 1040 and pay stub
- Add a property from an address on a 1040 or pay stub
- Approve a track plan in one click, or correct it in place
- Tracks is in beta for every household
- Large PDFs attach in chat without getting rejected
New
- Preliminary analysis uses an uploaded 1040 for tax findings: withholding, SALT, itemizing, capital-loss carryover, self-employment, QBI, and more
- Pay stubs feed retirement-contribution room and HSA findings into the same analysis
- Uploading a 1040 or pay stub can prompt you to add a property from the address on the document
- Track questions are decisions: Approve plan, type a correction, or edit a recommended amount in place
Updates
- Tracks is rolled out to every household in beta
Bug fixes
- Large PDFs in chat reach Nino instead of getting rejected before the model sees them
- The Plan chart never draws below zero, so a small liquid-net-worth dip no longer empties the plot
- Failed loads show a retry with clearer copy instead of hanging forever