← Changelog
v1.62
Transaction filters on mobile, a cleaner Spending breakdown, and 83(b) elections for RSAs
The mobile Transactions tab now filters by date, category, account and amount, and the Spending breakdown is a simpler month-by-month report. Nino reads an RSA's 83(b) election from your grant documents, and the sidebar now highlights what's new in Nino.
MobileEquityChatAccounts
Now you can
- Filter mobile transactions by date, category, account and amount
- The mobile Spending breakdown shows one month's top categories, with a month switcher
- Nino reads an RSA's 83(b) election from your documents and asks you to confirm it
- New features now show up in the sidebar so they're easier to find
- Brokerage accounts linked by two household members no longer count twice
New
- The Transactions tab in the mobile app has a filter bar. Search is always there, and Date, Category, Account and Amount each open a sheet that shows how many transactions you'll see before you apply it. A line under the filters shows what the current list adds up to, and one tap clears everything.
- When you add an RSA, Nino now reads the 83(b) election date if your grant document says one was filed, and asks you to confirm it in one click. You can also set or change the 83(b) election when adding or editing a grant by hand.
- The sidebar now has a small set of cards that point you to new features. Swipe or use the arrows to move between them, and dismiss any you've already seen.
Updates
- The Spending breakdown on mobile is now a simple report for one month. Step between months, see your five biggest categories with everything else folded into one row, jump straight to that month's transactions, or ask Nino about it.
- The animated ghost in the top left is now the plain Nino logo. The ghost still lives in a new chat, where it sleeps until you start typing.
- Tables in chat answers now fit their content instead of stretching across the screen, so figures stay in view in narrow panels.
- In the mobile app, routine runs, routine changes, membership updates and date lines in a conversation now appear as dividers, the same way they do on the web, instead of as chat bubbles.
Bug fixes
- When two household members link the same brokerage, Nino now recognizes the duplicate accounts and hides the extra copies, so net worth no longer counts them twice.
- A household member who isn't the admin can now add a child or other dependent from their tax return while finishing About You, instead of getting stuck.
- Writing "~" to mean "about", like ~$500, no longer strikes through part of a chat message.