← Changelog
v1.43
Security settings, cleaner sidebar, equity 409A toggle
Manage passwords, passkeys, and SMS in Settings → Security. The workspace sidebar and household settings are tighter. Equity grants toggle between 409A and market value, household Forecast gets a real All assumptions dialog, and Insights arrive right after onboarding with clearer next steps.
SettingsSecurityNavigationEquityForecastInsights
Now you can
- Passwords, passkeys, and SMS sign-in in Settings → Security
- Compact workspace sidebar and household settings
- Equity grants toggle 409A vs market value
- Household plans use the All assumptions dialog
- Insights start as soon as onboarding finishes
New
- Settings → Security covers passwords, passkeys, and SMS sign-in numbers. Add or remove a password, enroll passkeys, and manage verified SMS numbers; two-step verification is required before changing a password, and you can't remove the last authenticator while a password is set.
- Equity grant pages can switch between 409A and market share price when both are available, so company and grant values reprice with the source you pick. Documented or manual prices on private option grants count as 409A when no explicit 409A price exists.
- Finishing About You kicks off Insights for that household as soon as accounts finish syncing, instead of waiting for the next nightly sweep.
Updates
- The workspace sidebar is flatter and more compact. Home sits above Inbox, Your Finances collapses, and Settings takes over the sidebar with a Back to app link. Household settings group overview and tax details, with clearer member and advisor tiles.
- Household plans open the same All assumptions dialog as the legacy engine, with readable values, tabs for Household / each adult / Accounts & tax, and an asset-bucket summary instead of raw JSON folds.
- Insight pattern cards that only stated a dollar figure now end with a concrete next step, and irregular-income cards lead with the lean month against usual spending.
Bug fixes
- Editing a household assumption no longer crashes Forecast; retirement markers show a clean age label, and "What if you retire later?" waits for the probe instead of saying there is no room left.
- Pattern Insights hide unreviewed cards, honor the kill switch, stop counting own-account transfers and card refunds as spending or income, reopen a closed card instead of minting a duplicate, and lift a Mark as done snooze once its 90 days are up.