← Changelog
v1.38
AI credits banner, About You checks, Prepared for you reports
See when AI credits are out, confirm goal years in About You, find reports under Prepared for you, and advisors get a client search bar.
BillingAbout YouVaultAdvisorsChat
Now you can
- Workspace banner when AI credits are exhausted
- About You docks goal-year and confirmation checks above the composer
- Published reports live in Prepared for you with advisor uploads
- Advisor bar with client search across the app
New
- A workspace banner appears when the household's AI credits are exhausted. Upgrade from Settings, or contact support on the top credit plan
- About You keeps goal-year estimates and interview confirmations in one queue docked above the composer. Accept the estimate, pick another year, or skip
- Advisors get a periwinkle bar above the app with their profile, the household's plan, and Search clients by organization or member
Updates
- Published reports sit in the Vault Prepared for you folder (shown first) alongside advisor uploads; the separate Reports sidebar item is gone
- About You prefills legal names from the account so household members inherit the right family name
- Sidebar New chat and New track stay visible instead of only appearing on hover
- Account-linking insights clear once you add the matching account
Bug fixes
- Chat last-N-days cashflow matches the Home card window and time zone
- Onboarding no longer leaves a backdrop that blocks the accounts step after the gate dialog