← Changelog
v0.6

Tags and smarter account context

Account tags persist in chat, transaction lists start with this month and balance charts have a revised range selector.

ChatTransactionsAccounts

Now you can

  • Keep account badges visible after chat reloads
  • Start transaction review on the current month by default
  • Use a cleaner range selector on balance charts

New

  • Tag accounts in chat so the answer can use their context
  • List linked accounts with their related entries

Updates

  • Transaction lists now default to this month
  • Balance charts use a cleaner range selector

Bug fixes

  • Account tags persist so chat badges survive reloads
  • Chat streaming stays fast and responsive

Tax and financial planning in one place