← Changelog
v1.36
Continue by email, Vault Ask Nino, goals become Your plan
Keep chatting from your inbox with Continue by email. Ask Nino about Vault documents without re-uploading. About You goals seed a default plan with Planned events, card-less trials cover every tier, and you can book a free consultation from the plan picker.
ChatVaultAbout YouBillingOnboarding
Now you can
- Continue by email from any chat thread, with via email marks
- Ask Nino about Vault files without uploading them again
- Card-less Start trial on every plan tier, including managed
- About You goals show Planned events and seed Your plan
- Book a free consultation from the onboarding plan picker
- Chat can refresh linked accounts and re-check balances later
New
- Continue by email in the thread header mails you the latest exchange from the thread's own address. Reply in your inbox to keep the conversation going, with a via email mark on mailed turns
- Vault row and post-upload Ask Nino open a fresh chat with those files attached, and chat can find and read household Vault documents when you refer to them by name
- Completing About You seeds a starred Your plan from your goals; Planned event lines under goal chips carry into the plan (for example a home purchase in 2030)
- Onboarding plan picker offers Not sure? Book a free call, opening Calendly in a popup with your name and email filled in
Updates
- Card-less 7-day trials now cover every sellable tier, including managed Advisor plans. Start trial works in place with no credit card
- Chat can queue a linked-account refresh and honestly report when sync is in progress, then re-read balances on a later turn
Bug fixes
- Transaction-derived expense and trip totals stay grounded: when category, location, or pagination evidence is thin, chat no longer treats a partial sum as definitive