[New ✨] New look for investments and transactions Enjoy a refreshed look and more powerful features to view your transactions and investments.
Bug fixes and app improvements
Aug 2, 2024
7.4.69
[New ✨] AI Chat, Researcher, and Insights Enjoy a refreshed look and more powerful AI features. This update includes usability and performance improvements for AI Chat, Researcher, and Insights.
Bug fixes and app improvements
July 30, 2024
7.4.68
Bug fixes and app improvements
July 17, 2024
7.4.65
[New ✨] Account & Analytics Pages, New Navigation: Enjoy a refreshed look and more intuitive organization. This update focuses on making it easier to find what's important to you, to make managing your money easier.
Bug fixes and app improvements
July 15, 2024
7.4.64
Bug fixes and app improvements Performance improvements
July 13, 2024
7.4.63
[New ✨] New and Improved Account Pages: Enjoy a refreshed look for account pages that makes it easier to view everything in one place, instead of having to log into multiple banking apps: *** Cash, credit cards, and loan accounts: View recent activity, see more information like payment due dates for credit cards, and more *** See how your account value has changed for time, your portfolio allocation, and a breakdown of your holdings for each investment account
Bug fixes and app improvements
June 19, 2024
7.4.62
[New ✨] Your weekly review Your weekly reviews will provide a summary and visual of how your weekly spending and portfolio performance have changed. For spending, you’ll see your total spending, top merchants, and spending per day for the past week. For your portfolio, you’ll see how your portfolio has performed in the past week, showing top movers and a graph of its performance.
Bug fixes Fixed biometrics bug when adding some institutions via Plaid. Minor bugs and app improvements.
June 8, 2024
7.4.61
[New ✨] Spending insight: Merchant spending velocity Get spending alerts when you start to spend more than usual on a specific merchant.
Bug fixes Fixed bug where notifications of the same insight were sent more than once. Fixed issue where a few users experienced blank screens. Minor bugs and app improvements.
June 1, 2024
7.4.60
[New ✨] Account insight: "You got paid!" Get account alerts when you get deposits in your linked checking accounts, like your paycheck.
[New ✨] Spending insight: Large purchase detected Get spending alerts when an unusually large purchase was made on one of your accounts.
Bug fixes Fixed bug in email service. Fixed issue when updating balances for manual accounts. Minor bugs and app improvements.
May 29, 2024
7.4.59
[New ✨] Account insight: Credit utilization Get notified when there are significant changes to your credit utilization for a linked credit card account.
[New ✨] Manually add accounts Manually add accounts that aren't supported in Plaid and update their balances over time to get a more accurate picture of your net worth.
