← Changelog
v1.33
Forecast Numbers, chat recategorize, redesigned Tracks
Switch Forecast to a Numbers table with year-and-age proof. Ask chat to recategorize transactions. Tracks open in a two-column room with Tasks and Overview. About You picks up retirement age and birth dates from chat.
ForecastChatTracksAbout You
Now you can
- Forecast Numbers table with year-and-age columns and savings proof
- Forecast paints a first chart path while the range is still working
- Chat can recategorize transactions behind a yes/no card
- Tracks room is two columns with Tasks and Overview tabs
- About You uses a stated retirement age once and prefills volunteered birth dates
New
- Forecast has a Numbers view: year-end rows you can expand for proof, with columns labeled YYYY (age)
- Annual savings on Numbers explains leftover-month math in plain English instead of raw engine fields
- Ask chat to recategorize transactions; it shows a yes/no card before applying the same household rule as the Transactions page
- Tracks open in a two-column room: chat beside a Tasks / Overview pane, with a full task page when you open a row
Updates
- Forecast stays in the sidebar and draws a first chart path as soon as assumptions load, then fills in the range
- Liabilities on Numbers expand into Mortgage & loans and Other debts; life events show readable names instead of slugs
- About You treats a stated retirement age as one fact (including goal phrasing) and prefills dates of birth volunteered in chat
Bug fixes
- Scrolling Forecast Numbers no longer paints dollar amounts over sticky row labels
- In an advisor-shared chat thread, only the author of the last message can regenerate it
- Chat answers stream more smoothly without character-by-character framing