July 15th, 2026
New! Introducing the Connections page: See all of your connections, and their status, in one spot. When troubleshooting account issues, connections that have multiple different account types can be hard to see. We’ve centralized these into one place to make connections clearer and easier to manage. You can still manage things directly on the Account pages as needed as well.
Updated Home Page: We’ve updated the home page with a new Net Worth Chart, recent transactions, and most pressing monitor notifications for you to call out what’s most important first.
June 24th, 2026
New! Attach files to conversations with Frank: Upload images, PDFs, CSVs, text files, or other files to a conversation message with Frank to provide additional context or go deep on questions things Frank might not have direct access to. Grab a screenshot of an account can’t connect to. Upload a bill you need help reviewing. Frank is here to help!
Bug Fixes:
Account names with unique characters or emojis in them are now supported.
Dark mode chart styling fixes.
June 17th, 2026
Bug Fixes:
Password is now required to be entered when enabling or disabling two-factor authentication.
June 10th, 2026
Finances refinements:
Refreshed Finances Layout: Reorganized the Finances page into clearer Baseline and Retirement sections, with improved spacing and reduced visual clutter for a cleaner experience.
Enhanced Pension Setup: Updated the Pension entry flow with a new distribution method field. While most pensions are paid as a monthly annuity, additional distribution options are now supported. Based on your selection, relevant input fields are shown to help Frank more accurately model your retirement income.
Clearer Social Security Inputs: Improved the Social Security income fields to make monthly benefit entry more intuitive and easier to understand.
Bug Fixes:
Fixed onboarding dark mode styling making text unreadable
Fixed mobile UI sizing problems leading some content to not be visible on different devices.
June 3rd, 2026
Finances Page Updates:
We updated the page with a streamlined design to make adding and seeing your information clearer and faster.
We added Social Security and Pension inputs so Frank can understand detailed information in these areas.
Bug Fixes:
Improved the group selection inputs, often used on Finance page input popups, by auto-selecting the first household member and improving the selection design for clarity and accessibility across dark mode.
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.