← Changelog
v1.37

Your plan on Home, Pause Nino, Prepared for you

Home shows your default plan's net worth line. Pause Nino when you want a human-only thread. Advisor uploads land in Prepared for you, and chat can answer what's new from the changelog.

HomeChatVaultBilling

Now you can

  • Your plan forecast card on Home with on-track badge and life events
  • Pause Nino from the thread menu or by asking in chat
  • Advisor uploads go to Prepared for you
  • Chat answers what's new and what your subscription covers
  • Email subjects become the new thread title

New

  • Home adds a Your plan card under the summary: the starred default plan as a net-worth line through plan end, with an on-track badge and life-event markers that link to Forecast
  • Households with plans but no default can confirm one from the card; with no plans yet, Home draws the household baseline and nudges you to add life events
  • Pause Nino / Resume Nino in the thread ⋯ menu (or ask Nino to pause) keeps messages as human notes until you @Nino or resume
  • Advisor uploads default to the protected Prepared for you Vault folder, shown first in the folder tree
  • Chat answers product questions from the changelog and public product copy: what's new, what Nino does, and how plans compare

Updates

  • Every main chat thread is shared with household advisors by default; @Nino decides when Nino answers vs a human note
  • Chat knows your billing tier and known subscription merchants so coverage and recurring-spend questions stay grounded
  • New email threads keep the mail Subject as the title when one is present

Bug fixes

  • Vault keeps the folder tree visible while files load instead of blanking the pane
  • Transaction query totals stay query-wide so chat does not treat a page of results as the full answer

Tax and financial planning in one place