← Changelog
v1.42
Tax treatment on accounts, Mark done that sticks, sync status
Set tax treatment on investments (HSA, 529, Coverdell, custodial). Mark an Insight done and it stays quiet for 90 days. Accounts show connection sync status, pattern cards lead with your dollars, and Vault sits under Forecast.
AccountsInsightsTracksNavigation
Now you can
- Tax treatment on investment accounts, detected and editable
- Mark as done snoozes an Insight pattern for 90 days
- Accounts toolbar shows connection sync status
- Pattern cards lead with your household dollar figure
- Vault sits below Forecast; default Library section removed
New
- Every cash and investment account has one tax treatment (taxable, traditional, Roth, split, HSA, 529, Coverdell, custodial). Providers detect it when they can; you can change it in Edit account, and the plan uses it.
- Mark as done on an Insight pattern snoozes that pattern for 90 days across re-fires. Insights lists it under Marked done with Show again.
- Accounts toolbar shows a sync status pill (All synced, Syncing, Needs attention) with per-connection progress for Quiltt, SnapTrade, and CoinTracker.
- Tax filing document-collection track: when last year's federal return is on file, Nino opens a track that gathers the documents needed for this year's filing.
Updates
- Available Insight pattern cards lead with your household dollar figure in the title (for example "$2,184 a year on subscriptions") instead of a generic catalog line with the number in the footer.
- Early retirement and large charitable-gift Insight cards now use the same dollars-first copy and a real next step.
- Vault sits directly below Forecast in the sidebar, and the default Library section is gone.
Bug fixes
- On a SnapTrade connection error, the account card Reconnect button opens the SnapTrade portal again (it previously only worked for Quiltt).
- Savings-rate Insights count contributions into linked brokerages as saved, and a linked IRA with $0 still counts as having a retirement account.
- Pattern cards no longer freeze on empty checking/savings accounts or fire from a coverage window too short to measure.