← Changelog
v1.34
Add accounts from chat, Forecast Cashflow, already retired
Ask chat to add a manual account or open Add Account. Forecast has a Cashflow tab that shows how savings and retirement spend are derived. About You and Forecast handle already-retired households, per-adult retirement ages, and net-worth retirement goals.
ChatForecastAbout YouAccounts
Now you can
- Add a manual account or open Add Account from chat
- Existing accounts show on the Add Account card so you skip duplicates
- Forecast Cashflow tab walks how savings and retirement spend are derived
- Already retired is a first-class About You answer, and Forecast starts in retirement
- Retirement ages per adult, net-worth goals, and a confirmable age-65 suggestion
- Chat recategorize previews matching rows and can create a custom category
- Feedback covers coding prompts; changelog lives in the user menu
New
- Ask chat to add a simple named asset or liability; for banks and brokerages it opens Add Account instead
- The Add Account card lists existing accounts in that category as mention-style rows so you can skip a duplicate
- Forecast adds a Cashflow tab that walks monthly income, expenses, leftover, and 401(k) into yearly savings and retirement spend
- About You accepts I'm already retired without inventing a future age, and Forecast starts those households in retirement
- Couples capture retirement age per adult; a net-worth retirement goal is saved and followed by an age question
- When you ask for a standard retirement age, chat offers 65 as a confirmable suggestion
- Chat recategorize shows matching transaction rows and can create a custom household category after you approve
Updates
- Feedback includes a Prompt category with optional public changelog credit; changelog moves into the user menu and the toolbar is simpler
- Track rooms veil the whole pane while a rebuild runs, and a stale plan gets a way back to replan
Bug fixes
- Forecast chat walks leftover math for pinned savings the same way the Cashflow tab does