← Changelog
v1.11
Smoother financial housekeeping
Preview vault files, complete About You in a guided conversation and review household and investment details.
FilesAccountsHouseholds
Now you can
- Open vault documents with richer previews and thumbnails
- Complete About You through a guided conversation and review everything before saving
- Keep investment connections, household details, and account activity more accurate
New
- Open vault documents in a consistent preview and scan thumbnails directly from the file list
- Complete About You through a guided conversation that can resume where you left off and ends with a clear review step
- Receive in-app notifications for newly published insights and reports
Updates
- Investment connections now bring in more activity, cash holdings, account types, and tax-lot detail while cleaning up duplicate accounts more reliably
- Household profiles and tax details are easier to review and edit, including married-filing-separately and dependent information
- Equity exercise and sale scenarios more accurately reflect shares already exercised, sold, or held
- Core account, investment, property, equity, insight, and report screens scroll and size more reliably across devices
Bug fixes
- Hidden accounts stay out of investment holdings and duplicate investment accounts are reconciled more reliably
- Invitations recover more reliably when member creation is interrupted or an invited person already has an account
- Vault listings no longer show derived copies as separate documents, and folders load faster
- Charts keep labels readable and generated content fits its available space more reliably