← Changelog
v1.54
Routines and watchers for everyone, a simpler Inbox, faster chat
Routines and watchers are now open to every member, and you can run one on demand. Inbox has a simpler category picker, hover actions, pins at the top, and starter cards for a new conversation. Chat is faster, Nino answers before it proposes a change, and dividends get their own category.
RoutinesInboxChatTracksTransactionsTaxes
Now you can
- Routines and watchers for everyone, with Run now and Check now
- A simpler Inbox with categories, hover actions, and pins at the top
- Starter cards to kick off a new conversation with Nino
- A new Dividends category and better categorized brokerage activity
- Faster chat, with an answer before any proposed change
New
- Routines and watchers are now available to every member. Ask Nino for a weekly spending report or to keep an eye on something, like a drop in your portfolio. Watcher cards now say they check hourly using the latest available data.
- Run a routine or check a watcher whenever you want with Run now or Check now from its conversation menu, or just ask Nino, like "run my weekly check-in now." The run lands in the routine's own conversation and leaves its schedule alone, and a manual check always posts a note, even when nothing new turned up.
- Inbox has a simpler layout. A compact picker switches between Inbox, Chats, Insights, Routines, and Advisors, plus Drafts when you have one. Routines, watchers, and Insights each get their own icon, and New chat, expand, and more options sit together in the conversation header.
- Hover over a row in Inbox to pin it, mark it read or unread, or archive it, and mark an Insight done right from the list. Routine and watcher rows can be paused or resumed the same way. Pinned conversations and Insights stay at the top.
- A new conversation with Nino offers four starter cards, like checking how concentrated your investments are or watching for a 15% portfolio drop. Picking one fills in a draft you can edit before you send it.
- The Plan this as a track card in chat now starts a track right away. One press creates the track, sends your question, and opens the conversation that shapes your goal. You can review and edit the question and what Nino carries over from chat before you start.
- While shaping a track, Nino's questions appear right under the reply that asked them, one at a time. Pick a suggested answer or type your own, each answer saves as you go, and you can keep chatting whenever you like.
- Tasks now show when they last changed and who changed it, and activity and attached documents show the time. Adding or removing a document counts as an update, so you and your CPA can see each other's uploads.
- Dividends now have their own category. Dividend payouts that used to land in Interest, Investments, or Other Income move to Dividends, and much more brokerage activity is categorized instead of left as Uncategorized. A category you picked yourself is never changed.
Updates
- Chat is faster. Tool calls and the setup before each answer take noticeably less time.
- Nino now answers your message before it proposes a change to a track's tasks or suggests planning something as a track, instead of replying with only a card.
- When a Transactions search is really a question, like your average restaurant spend each month, Ask Nino opens over the page with your question ready to send.
- Transactions search understands what you mean, not just our category names. "Air tickets" or "dealerships" find the right category, "air travel" finds your airlines instead of every travel purchase, and short phrases like "all my food spend" get read as a sentence.
- On a tax filing track, drag and drop last year's return onto the start screen. Your CPA's review and return prep are now a single step, and only the person who owns a task can check it off or edit it, while your advisor can still update any task.
- A task's menu has one Cancel task option instead of separate Cancel and Remove.
- The track shaping room is cleaner. A progress ring in the top bar opens and closes the progress card, the card fits phones as a sheet, and new tracks get a proper name right away instead of your first message.
Bug fixes
- On iPad and iPhone, switching away while Nino is replying no longer ends in an error. Chat reconnects and picks up the answer when you come back.
- The Transactions search box keeps focus while you type.
- A tax filing track no longer fails to finish when you answer "no" to its intake questions.
- Nino can read your tax profile again when your return lists dependents.