← Changelog
v1.50
React to Insights, find saved documents, drafts that stick around
Tell Nino which Insights are useful with a one-tap reaction, find every document saved in a conversation and browse its versions, and pick up Inbox drafts right where you left them. The tax-loss card now spells out your gains, losses, and carryover, and category edits stick to the right merchant.
InsightsInboxChatTransactionsVault
Now you can
- React to Insights with 👎, 👍, or 🤯
- Find, search, and reopen documents saved in a conversation, with a full version history
- Inbox drafts survive switching threads, reloading, and restarting your browser
- Tax-loss card laid out as gains, losses, and carryover, with the account named
- Category edits stick to that merchant and direction, so refunds stay refunds
New
- React to an Insight with one tap, 👎 not useful, 👍 useful, or 🤯 didn't know this. A reaction never hides or mutes anything, and Not relevant stays in the card's menu.
- Documents saved in a conversation now have their own Artifacts list in Inbox. Search them by title, switch between them from the reader, and reopen any of them beside the conversation it came from.
- A History list shows every version of a saved document, with Version N of M beside the title and a View latest button to jump back.
- Inbox drafts are kept when you switch threads, reload, or restart your browser, including new conversations and files you've attached. A Drafts view next to All and Unread shows each draft with a preview so you can resume or discard it.
Updates
- The tax-loss harvesting Insight names the account each losing position is in, counts the gains you've already taken this year, and lays it out as Gains, Losses, and Carryover, followed by the step to take. When last year's return carried losses forward, it shows how much you can take in profits tax-free and how selling by Dec 31 raises that limit.
- Changing a transaction's category teaches Nino about that merchant only, and only in that direction. Re-filing a purchase no longer re-files the merchant's refunds, re-filing one restaurant no longer moves every restaurant, a bulk edit no longer creates a rule for every merchant in the selection, and Venmo corrections stick to the person you paid.
- Account-linking Insights only appear when there's really an account to link, so rent filed as "Mortgage & Rent" or an insurance premium no longer suggests one.
- Cards in chat keep a comfortable reading width on wide screens, and long account names wrap instead of stretching the card.
- The chat composer no longer adds "Saved on this device" and Discard draft below what you're typing. Drafts still save automatically.
- Collapsing a saved document in Inbox keeps your reading position, and long document titles shorten to fit next to the header buttons.
Bug fixes
- A purchase that matches a transfer's amount is no longer mistaken for the transfer, so the real transfer stays out of your spending.
- PDFs with extra bytes before the PDF header, which some banks produce, now upload instead of being rejected as the wrong file type.
- An Insight's text in Inbox shows exactly as written, so names like E*Trade no longer turn the rest of the message italic.
- Add recipients and Add people show an error with Retry when people fail to load, instead of saying everyone is already added or loading forever.