← Changelog
v1.45
Bulk recategorize, person filters, chat account edits
Recategorize every matching transaction at once. Filter the ledger by household member. Rename or delete accounts from chat. Inbox conversations get a context menu, Vanguard connects through Quiltt, and advisor plans are Essential, Plus, and Premier.
TransactionsChatAccountsInboxBillingInsightsForecast
Now you can
- Recategorize every matching transaction with no 50-row cap
- Filter transactions by household member
- Rename or delete accounts from chat
- Inbox Rename, Mute, and Archive from the conversation menu
- Advisor plans reframed as Essential, Plus, and Premier
- Country-aware SMS phone input
New
- Bulk recategorize applies to every matching transaction (not a 50-row cap) on the transactions page and in chat, with a shorter confirmation that says whether other pages and a go-forward rule are included.
- Households with more than one member get owner tabs on Transactions (All plus each person), matching Accounts.
- From chat, rename an account or delete a manual account through a yes/no approval card.
- Inbox conversations expose Rename, Mute/Unmute, and Archive on right-click (or Shift+F10) without opening the thread.
- Advisor plans are Essential, Plus, and Premier, framed by household complexity instead of audience labels.
Updates
- SMS setup accepts a local number with a country picker (defaults to United States) instead of requiring a typed +country code.
- Investment search routes Vanguard through Quiltt rather than the degraded SnapTrade path.
- Subscription-spend Insights count judged recurring subscriptions beyond a shortlist of known merchants.
- Starting a new plan when high-impact assumptions need review asks you to clear those flags first.
- Vault shows processing status under the filename while auto-categorize runs.
Bug fixes
- One-off purchase Insights leave housing and debt payments out of the big-buy list.
- Early-retirement bridge Insights measure the gap from the holder's current age, not only a stated retirement age.
- Plan chat applies multiple edits in one turn cumulatively instead of dropping person-keyed patches.
- Track task documents appear as soon as they attach (no stuck Attaching… chip).