← Changelog
v1.56
Edit accounts, holdings, and homes from chat, see where your investment income came from
Ask Nino to hide or reclassify accounts, adjust manual holdings, or update a home's value and costs, all confirmed with one approval card. Your Taxes page now breaks down investment income by payer and broker, and equity grants warn you before they double count.
ChatAccountsPropertiesTaxesEquityInbox
Now you can
- Change several accounts or manual holdings in chat and approve them all with one card
- Tell Nino what your home is worth, and the Properties page updates too
- See the payers and brokers behind the investment income on a filed return
- Equity grants warn you when they'd add up to more than the award, or when a document is already on file
New
- Ask Nino to change your accounts in chat, like hiding an account, reclassifying one ("my IRA is 30% Roth"), or adding, removing, and adjusting manual holdings. Nino gathers every change into one card, so you approve the whole batch with a single yes or no.
- Chat can now update your homes too. Tell Nino a home's new value, your ownership share, its details, its monthly costs, or a missing mortgage rate or payoff date, and approve it on one card. The change shows up on the Properties page exactly as if you'd made it there.
- On the Taxes page, a filed return now shows its taxable interest, dividends, and short- and long-term gains in an expandable breakdown. Open a category to see the payers and brokers behind each amount, with links back to the source documents, and switch between federal and state rates.
Updates
- When you review an equity grant from a document, Nino warns you if the grants on file from the same award would add up to more than the award itself. Re-uploading a grant document that's already saved also gets a warning instead of quietly adding the grant again.
- An Inbox conversation whose last message is a card, like an approval or a question, now says what the card is instead of showing only its title.
Bug fixes
- Insights no longer ask you to link an account for a loan you've already paid off.
- Stock certificates now record their own share count instead of the full award's.
- A household member signing in with their own login and saving their details no longer becomes a second owner of the household, which had broken the household's forecast and tax details.
- Tax return uploads now find the first page of a Form 1040 even when it's split across pages.
- Scrolling the Inbox quickly back to the top no longer flashes a red band under the header.