May 27th, 2026
New: Memories! Remember that thing you talked with Frank about that he should definitely know? Well Frank remembers! You can see everything Frank draws from your conversations to use in future chats by visiting the Memories tab on the Settings page. You can add, remove, and edit memories as needed, but generally it’s best to just let Frank handle things unless the memory is incorrect.
New! Weekly Spending Summary Insight is now delivered! Users have loved the Weekly Spending Summary Insight, so we thought it would be handy to show up in your inbox every Monday morning to start the week. Is this helpful? Let us know what you think
Bug Fixes:
Our Idle Cash Monitor now checks over a 30-day period instead of immediately checking upon updates, which should cut down on a few inadvertent pay-day notifications users were getting where it wasn’t truly idle cash.
Our Overconcentration monitor now evaluates holdings across all brokerage accounts instead of singular accounts.
May 20th, 2026
New! Dark Mode: Frank is partial to his burgundy and white default setup, but now supports dark mode for those who like things a little less bright. Frank will automatically respect your system default color scheme or you can override the default by opening the profile menu in the bottom left of your sidebar and clicking “Dark mode” or “Light Mode” to switch styles.
New! Account health notifications: If your connected institutions disconnect for any reason, Frank will now let you know.
Improved Insight names: We renamed our insights for consistency and clarity.
Bug fixes:
Fixed an issue where some accounts connected through Fidelity were causing failures.
Fixed an issue in the Peer Comparison Insight where liability accounts were not being accurately accounted for.
Fixed an issue in the Family Finance Summary Insight where balances for net worth were not accurately being referenced.
Fixed a formatting issue on Insights and Chat responses.
May 13th, 2026
New! “Chat with Frank” button on Insights: Now its easier to dig into Insights from Frank with just the click of a button to start a conversation.
New! Peer Comparison Insight: See how your finances stack up against similar peers.
New! Share an Insight: You can now email an Insight to someone else of your choice. Click the “Share” button in the page header for any Insight to see your sharing options: Email, Copy, or Print.
Bugfixes:
Recategorized “inactionable” monitors as “Strengths”.
Refined the Transactions page header on mobile so you can search and filter properly.
Fixed and issue when linking Fidelity accounts with donor-advised funds types included.
May 13th, 2026
Prepping for launch: Added a payment system with checkout and billing management settings on the Settings → Billing page.
Monitors:
New Large Transaction Monitor: keeps an eye out for large expenses hitting your accounts for any fraudulent transactions.
Monitor detail pages: Understand “Frank’s Take,” “Next Steps,” and see all history for a monitor now. Visit the Monitors page to click into a specific monitor you want to dig in to.
Transaction Details: The transaction detail pop-up available on the Transactions page has been added to the transaction section on account detail pages.
Investment Holdings: For connected investment accounts, we now display investment holdings on account detail pages with ticker, name, type, price, quantity, and value.
May 6th, 2026
NEW Privacy Mode: Ever want to show Frank to friends or family without showing all of numbers behind your situation? You can now with Privacy Mode. Simply click on your name in the bottom of the navigation to open a menu. At the top will be “Privacy Mode”. Clicking that link will toggle on and off Privacy mode. You should see all numbers and sensitive form fields blur out. If you find we’ve missed something let us know!
NEW! Pending Transaction Status: Quickly see which transactions are still pending with an * in the Transactions list on an Account view or on the Transactions page. You can also see the full status if you click into the transaction detail pop-up with a new line for “Status”, which will either be “Pending” or “Settled.”
Chat Improvements:
Suggested prompts now automatically rotate through the composer at the bottom of the page and allow easy selection to kick start conversations.
Conversation history is now in the sidebar / navigation.
Additional Improvements:
We improved form input handling with optimized autocomplete, capitalization, and spellcheck attributes across account screens and dialogs.
Improved accessibility by making the collapsed chat panel inert to prevent off-screen interaction.
Bug fixes:
Fixed an issue where some components of pop-ups were inaccessible due to layering order issues.
April 22nd, 2026
Frank got a facelift this week. The app features an improved UI with several things to note:
Cleaner design with a highlighted main content panel and easier chat panel resizing when it’s open.
The sidebar navigation is now expanded by default, making it easier to find your way around.
We’ve also updated some of the navigation items for clarity. Finances is its own tab (it used to be tucked into Settings), and Planning → Scenarios.
The Chat panel has been updated with new styles and is closed by default now to keep the focus on the main content. However, you’ll notice a floating chat prompt box you can interact with anytime to start chatting with Frank.
Additionally, we made the following improvements last week:
Chat has clearer “thinking” states now, rather than generic dots.
New! Insight pages have been refreshed with a new layout and now include version history! You can toggle between previous runs to see how things have changed over time. You can also link directly to specific versions of an Insight.
April 15th, 2026
Updated registration and onboarding flow: We have updated our signup and onboarding flow with a number of user enhancements to make it faster and easier to get into Frank.
Start Here! We added a new card to the home page to help walk you through Frank features that help get the most value out of Frank fast.
Refactored Chat: Our chat experience has been updated. Functionally, it’s very similar to what it was before, but now we have a lot more control over our capabilities here, so expect lots more good things to come.
Bug Fixes:
Fixed an issue some Fidelity accounts were having connecting to Frank.
April 9th, 2026
New! You can now connect Fidelity accounts to Frank!
New! There’s a “Couples Monthly Check-In” insight now available for analyzing emergency fund status, income/spending metrics, and net worth changes
We updated the login and registration layouts for desktop.
Bug Fixes:
Transaction category filtering is now case-insensitive for improved accuracy across income, transfer, investment, and other categories
AgnoKit removed authorization requirement on chat team endpoints for improved accessibility
April 1st, 2026
Bug Fixes:
Corrected verbiage with Overconcentration Monitors to correctly refer to account value instead of portfolio value.
March 18th, 2026
Insights update: We updated the Insights experience with a toolbar instead of a side menu to improve the readability of the insight. We also added new tools to copy the text of the insight and a button to regenerate
New! Assign an owner to each account. For users who are managing a household, we heard from many of you that its important for you to see and Frank to know which account belongs to whom. From any account detail page, click “Settings → Edit Account” and choose your family member or “Shared account” for each account.
New! Add notes to each account. Sometimes the account name just doesn’t capture everything about the money in an account or what to expect. You can now add additional context for yourself and Frank for each account. From any account detail page, click “Settings → Edit Account” and fill in “Notes” as desired.