← Changelog
v1.53
Tax scenarios, natural-language Transactions search, Inbox Chats and For You
Ask what-if questions on your tax return and see a Scenario next to the filed numbers. Type a sentence into Transactions search to set filters, and Inbox now splits Chats from For You with an unread toggle and an Archived view.
TaxesTransactionsInboxInsights
Now you can
- What-if tax scenarios you can compare against the return you filed
- Taxes in the sidebar, with a clearer filing callout on the Live tab
- Type a normal sentence into Transactions search and get matching filters
- Inbox tabs for Chats and For You, plus unread and Archived
- A mega backdoor Roth Insight sized from your W-2s and 401(k)
New
- Taxes is now in the sidebar between Forecast and Vault. On the Live tab, File your return has a countdown to the filing deadline and a Start a track button, and Estimated taxes previews what is coming next.
- Open What if on a saved return to try a raise, more pretax savings, a state move, or a job offer. A Scenario tab sits next to Live and shows how tax, rates, after-tax cash, and brackets change versus the filed return, without changing what you filed.
- Prior-year return summaries and investment breakdowns on Taxes are simpler to scan, with clearer income, deductions, credits, and bracket detail.
- Type a sentence into the Transactions search box, like "coffee over $8 last week," and Nino turns it into filters you can undo. If the sentence is really a question, you can ask Nino or jump to the matching list.
- Inbox splits into All, Chats, and For You. A bell toggle shows only unread in the tab you are on, and a filter menu opens Archived for done Insights and archived conversations you can unarchive.
- A mega backdoor Roth Insight shows when your employer plan supports after-tax 401(k) contributions to Roth. It sizes the room from your W-2s and linked 401(k)s, and the employer list keeps growing.
Updates
- Managed-tier onboarding now asks you to book a consultation call before you finish setup.
- While a tax return is being read during onboarding, Nino asks what changed this year so the checklist matches your situation.
- CSV exports from Transactions include your custom categories, plain dates, and readable institution names.
Bug fixes
- Transaction search matches words across fields and amounts, applies the filters a search question narrowed to, and finds transactions by system and custom category name.
- Vault's All files view lists only the root again, with sidebar views lined up.
- Forecast no longer collapses the left sidebar when you open it.
- Date pickers close when you click outside them, and the account connection status popover scrolls instead of overflowing the page.
- Replacing a tax return clears stale outcomes from the previous file.