← Changelog
v1.55
Edit routines before you create them, manage Transactions in chat
Change a routine or watcher proposal before you create it. Ask Nino to edit imported transactions, manage category rules, export CSV, or save your default Transactions view. Archive report and task alerts from Inbox, and tax return uploads find the Form 1040 behind cover pages.
RoutinesChatTransactionsInboxTaxesInsights
Now you can
- Edit a routine or watcher card before you create it
- Ask Nino to manage Transactions, including export and category rules
- Archive report, file, and task alerts from their Inbox row
- Faster cold loads and chat
- Tax uploads find the 1040 behind cover pages, with a clearer missing-state prompt
New
- When Nino proposes a routine or watcher, Edit turns the card into a short form. Change the name, schedule, and request for a routine, or the name and condition for a watcher, then Save and Create. Watchers still check hourly using the latest available data.
- Ask Nino to handle more of Transactions. Edit or delete imported CSV rows, delete a custom category, see why a merchant keeps landing in a category and change or forget that rule, save or reset the view Transactions opens on, and export a CSV of the filters you named.
- Report-ready, file-needs-attention, and task alerts in Inbox now have Archive on hover and in the right-click menu, plus Mark as read while unread. Archiving clears the alert for you and leaves the report in the Vault.
Updates
- The app feels faster on cold loads. Chat reaches its first token sooner, the workspace shell waits less, and common requests like opening a thread take less time.
- Uploading other documents during onboarding no longer asks you to pick a type. Nino detects W-2s, pay stubs, and federal returns the same way the Vault does.
- When a federal return has no state return yet, the tax summary keeps showing federal tax, rates, and refund or amount owed, with an Upload state return action for that year instead of Not available everywhere.
Bug fixes
- Tax-software PDFs that put filing instructions or estimated-tax vouchers ahead of Form 1040 are recognized as federal returns, so they reach the Taxes tab.
- Brokerage statements no longer double every holding by reading lot-detail sections as extra positions, and money market funds stay as holdings instead of bare cash.
- A newly opened account with only a small share of your activity no longer blocks Insights patterns for the whole household.