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.