← Changelog
v1.28
Notification preferences, Reports, and subscription recovery
Choose notification preferences, reopen preliminary analysis in Reports and restore expired access without restarting onboarding.
SettingsReportsTracksBillingOnboarding
Now you can
- Notification preferences in Settings
- Preliminary analysis publishes to Reports after onboarding
- Shared badge when an advisor can read a track room
- Renew expired access without restarting onboarding
- One federal tax return is enough in onboarding
New
- Settings has a Notifications tab: pick which conversations, tracks, and insights reach you, or pause everything
- Preliminary analysis publishes to Reports when onboarding finishes, so you can reopen it later
- Track room chat shows a Shared badge when an advisor can read along
- Households that lose access after onboarding see a paywall in place. Fix payment or re-subscribe without restarting onboarding
Updates
- Onboarding asks for last year's federal tax return: one file completes the row
- Excess-cash findings name the surplus above your reserve, not just cash and spend
- Investment findings no longer flag ordinary portfolios for missing international exposure or several small accounts
- Subscription status refreshes when you return from the Stripe billing portal
Bug fixes
- Spending analysis on reports ignores investment-account activity so buys and sells don't inflate cash flow
- When a request is refused, Chat and other screens explain the reason instead of showing a generic error