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.