What's New

June 2026

• NewQuick Plan — answer a few questions and get a complete 50-year plan you can open in the full planner
• NewCompany Mapping (Pro) — map the entities you own, their ownership structure, and roll up their value across currencies
• ImprovedRefreshed brand, logo, and app icons
• ImprovedNumbers now follow your regional format, independent of the interface language

June 2026

• NewDaily exchange rates kept current automatically for every supported currency
• NewSet your own exchange rate for any currency when you want to override the market rate
• ImprovedConsistent multi-currency totals across the dashboard, reconciliation, and reports — unconvertible amounts are flagged, never guessed
• FixedAccurate rates for future-dated periods

May 2026

• NewBudget module — build a base budget and feed it straight into the planner
• NewCountry comparison — see how your plan plays out across Canada, the US, and Switzerland
• NewCalendar cash-flow view to spot when balances run low
• NewFull Report — one PDF covering your whole financial picture

May 2026

• NewReal estate: tax-assessed value, itemized operating expenses, and a net operating income statement
• NewShare a read-only view of your accounts with a partner or family member
• NewSave a family profile and reuse it across the planner
• ImprovedFaster, simpler onboarding with more countries and a separate display-currency choice

April 7, 2026

• NewPlanner quick summary bar — see key outcomes at a glance
• NewTwo new quick-start scenarios: Early Retirement at 45 and Aggressive Growth
• NewServer-side planner computation for faster projections
• ImprovedDashboard data loading consolidated into single API path
• ImprovedNarrowed database queries across all API routes for faster responses
• FixedFixed data isolation on 6 API endpoints
• FixedFixed auth callback async handling

April 4, 2026

• NewStripe billing scaffolding — subscriptions, checkout, portal
• NewAuto-categorization rules for transactions
• NewPerformance benchmarking with Modified Dietz TWR
• NewEstate planning with beneficiaries and document vault
• NewCash flow forecasting with 12-month projections
• NewPartner/household sharing with invite by email
• NewMulti-entity portfolios with entity filtering
• NewTransaction-level tracking and CSV import
• NewCrypto support in alternatives module
• ImprovedComprehensive UX improvements (U1–U22)
• FixedRate limiting gaps closed across all endpoints

April 3, 2026

• NewBank sync scaffolding (SaltEdge)
• NewIn-app notification center with unread badge
• NewSettings progressive disclosure with 5-tab layout
• NewCookie consent banner
• NewOAuth login buttons (Google, Apple)
• ImprovedLogin page redesign with split-panel hero
• ImprovedDemo mode — all 32 write endpoints protected
• ImprovedTable virtualization for large datasets
• ImprovedOptimistic locking on 13 tables
• FixedSave reliability with batched save hook
• FixedText overflow on dashboard cards and account names
• FixedAI dismiss with optimistic update and rollback

March 2026

• NewDashboard with net worth time series, category breakdown, FI calculator
• NewMulti-currency tracking with 20+ currencies
• NewFinancial planner with 50-year projections and Monte Carlo simulations
• NewReal estate module with tranches, amortization, and NOI tracking
• NewAlternatives module with precious metals and spot prices
• NewEducation planning with PMT calculations
• NewKids net worth tracking, allowance config, and chores
• NewBudget with income, expenses, and savings rules
• NewGamification with journey steps and profile completeness
• NewReconciliation with FX impact analysis