Improved AI Chat Performance

Your Money, Smarter Than Ever Here's what's new: A Smarter, More Personal Spending Plan Your spending plan now reflects a more precise read of your income timing and cash flow, so the numbers you see feel like they're actually built for you. Adjust any category during setup and watch your goal progress update in real time. Redesigned Income Setup Whether you're paid a steady salary or your income varies month to month, setting up your income is now clearer and more accurate. Review your numbers, make adjustments, and move forward with confidence. Faster Start from Your Welcome Email Tapping the link in your welcome email now takes you straight into your onboarding experience. No more extra steps to get started.

Your Money, Smarter Than Ever Here's what's new: A Smarter Spending Plan Finley now builds your spending plan using benchmarks based on your income, household size, and location, compared against your actual spending history. The result is a plan that reflects what people like you actually spend, personalized to your real financial picture. A Redesigned Money Story Setting up your spending plan is now a guided, visual experience. Walk through your financial reality, see where your money goes, and adjust your category targets before your plan goes live. Easier Goal Setting We've made it simpler to set and complete your financial goals. The goal setup flow is more intuitive from start to finish, so you can spend less time on setup and more time making progress.

Your Money, Smarter Than Ever Here's what's new: A Fresh New Look Finley has a new navigation bar with a modern glass feel, and the AI assistant now opens as a full-screen overlay — cleaner, faster, and easier to use. Your Notifications, Organized Insights now groups your notifications by date, most recent first, so you always know what's new. Swipe away anything that isn't relevant and keep your feed clear. Your Recaps, Always on Hand Your Weekly and Monthly Money Stories are now on your home screen, ready whenever you want them.

Your Money, Smarter Than Ever Here's what's new: Your Weekly & Monthly Money Story Get a visual, swipeable recap of your spending every week and at the end of each month. See exactly where your money went, how your categories compare, and what's coming up next. It's your financial highlight reel, designed to keep you informed in under a minute. Simpler Sign-In with One-Time Passcode No more forgotten passwords. Now you can sign in with just your email and a one-time code sent straight to your inbox. It's faster, easier, and one less thing to remember. A Fresh Welcome Screen The app's landing page got a makeover. A new carousel walks you through what Finley can do for you before you even sign up, so you know exactly what you're getting into.

Your Money, Smarter Than Ever Here's what's new: Take Control of Your Bills List Finley automatically detects your recurring bills, but not every detected bill belongs there. You can now remove any bill that doesn't belong, so your upcoming bills list stays accurate and your Safe to Spend reflects your real financial picture. More Reliable AI Conversations Talking to Finley feels smoother and more consistent. AI responses are more dependable across the board, so you can focus on your finances instead of the experience. A Fresh Start, Every Time You Open the App We've added a new animated splash screen that greets you when you launch Finley. A small touch, but a smoother one.

Your Money, Smarter Than Ever Here's what's new: Spending Alerts That Actually Help Finley now watches your spending patterns and alerts you when a category is trending higher than usual — before you overspend, not after. These smarter, personalized insights replace the old threshold alerts so you get fewer notifications that matter more. Tap any alert to dive straight into the details. Understand Your Safe to Spend Ever wonder how Finley calculates your Safe to Spend number? Now you can ask. Get a clear breakdown of exactly what goes into your available spending amount, from income to bills to what you've already spent. No more guessing — just clarity. Cleaner Transaction History Your transactions now display accurate merchant names instead of confusing codes or "Unknown Merchant." We've also fixed filters so they reset properly when you navigate back, making it easier to find exactly what you're looking for.

Your Money, Smarter Than Ever Here's what's new: A Brand New Welcome We've completely redesigned the Finley splash screen with our full branded wordmark and a smooth animated reveal. A fresh, polished look from the moment you open the app. Stronger Account Security We've strengthened the security behind your account with a series of improvements designed to keep your financial data even more protected. Manage your money with complete peace of mind. A Smoother Experience We've refined the details to make Finley feel even better. The home screen navigation now scrolls seamlessly with a cleaner look, and booking a coaching session is more streamlined with improved page formatting.

Your Money, Smarter Than Ever Here's what's new: Spending Alerts That Actually Help Finley now watches your spending patterns and alerts you when a category is trending higher than usual — before you overspend, not after. These smarter, personalized insights replace the old threshold alerts so you get fewer notifications that matter more. Tap any alert to dive straight into the details. Understand Your Safe to Spend Ever wonder how Finley calculates your Safe to Spend number? Now you can ask. Get a clear breakdown of exactly what goes into your available spending amount, from income to bills to what you've already spent. No more guessing — just clarity. Cleaner Transaction History Your transactions now display accurate merchant names instead of confusing codes or "Unknown Merchant." We've also fixed filters so they reset properly when you navigate back, making it easier to find exactly what you're looking for.[9:28 PM]Android: Your Money, Smarter Than Ever Here's what's new: Smarter Spending Alerts Get notified when a category is trending high — before you overspend, not after. Understand Your Safe to Spend Ask Finley how your Safe to Spend is calculated and get a clear breakdown. Cleaner Transaction History Accurate merchant names and improved filters make it easier to find what you're looking for.

Your Money, Smarter Than Ever Here's what's new: A Smarter Safe to Spend Your dashboard just got a major upgrade. The redesigned Safe to Spend widget puts your most important financial information front and center, giving you a clearer picture of what's available to spend at a glance. Find Any Transaction, Fast Looking for something specific? Our new transaction filters let you narrow down your history by date range, transaction type, and category. Whether you're tracking last month's dining expenses or reviewing recent deposits, finding what you need is now effortless. Upgraded Bills at a Glance The Upcoming Bills widget on your dashboard has a fresh new look. See exactly what's due and when with an improved design that delivers more useful information without the clutter. Staying ahead of your bills has never been easier.

Your Money, Smarter Than Ever Here's what's new: We'll Keep You in the Loop Finley now reaches out to you. Get timely push notifications and emails when your monthly spending review is ready, so you never miss insights that could improve your financial wellness. Know Your Money Patterns Ever notice you spend more on weekends? Finley now spots these patterns for you. Get insights like "You tend to spend 40% more on weekends—that's $180 going to restaurants and entertainment" so you can understand your habits and make more intentional choices about your money. Bills You'll Actually Recognize Your upcoming bills now show brand logos and cleaner layouts, making it instantly clear what's due and when. No more squinting at merchant names—just scan and go.

Your Money, Smarter Than Ever Here's what's new: Find Any Transaction, Instantly Looking for that coffee purchase from last week? Now you can search your entire transaction history right from the top of your transactions list. Just start typing — search by description, category, amount, or date — and watch results filter in real-time. No more endless scrolling. Cleaner Conversations with Finley We've refined how suggested prompts appear when you're chatting with Finley. They now flow naturally with your conversation instead of taking up screen space, so you can focus on what matters — your financial questions and insights. Refreshed Spending Views Your spending category details got a visual polish. Transaction lists now feature a cleaner, more consistent design that makes reviewing your spending even easier on the eyes.

Your Money, Smarter Than Ever Here's what's new: Smarter Transaction Rules Tired of recategorizing the same merchants over and over? Now you can create rules that stick. When you change a transaction's category, choose to apply it to all past and future transactions from that merchant automatically. One tap, and you're done—your spending stays organized without the manual work. Refreshed Transaction History Finding transactions just got easier. Your history is now organized with clear date headers like "Today" and "Yesterday," and each transaction displays its category in a new visual badge. It's faster to scan, easier to read, and helps you spot spending patterns at a glance. Improved Monthly Reports Your monthly spending reports are now cleaner and more actionable. We've simplified the layout and added personalized Spending Plan Opportunities—so you can see exactly where you're under budget and how to make the most of it.

Your Money, Smarter Than Ever Here's what's new: A Fresh New Look We've implemented new typography across the entire application. Experience cleaner fonts and refined styling that make managing your money feel even more polished and professional. Enhanced Security with 2FA Your financial data deserves the strongest protection. We've added two-factor authentication to give you an extra layer of security and complete peace of mind when managing your finances. Connect with Fidelity Your financial picture just got more complete. We've added support for Fidelity accounts, making it easier than ever to see all your investments in one place and get comprehensive insights into your financial health.

Here's what's new: Smarter Financial Conversations Finley just got an intelligence upgrade. Ask more complex questions, get deeper insights, and enjoy conversations that truly understand your financial goals. Your personal finance assistant is now more intuitive and helpful than ever. Clearer Spending Insights Tracking your budget is now effortless with our refreshed spending tracker. The new visual design shows exactly what's left in your budget and makes it crystal clear how we calculate your remaining funds. Enhanced Security with 2FA Your financial data deserves the strongest protection. We've added two-factor authentication to give you an extra layer of security and complete peace of mind when managing your finances.

Your Money, Smarter Than Ever Here's what's new: Smarter Financial Conversations Finley just got an intelligence upgrade. Ask more complex questions, get deeper insights, and enjoy conversations that truly understand your financial goals. Your personal finance assistant is now more intuitive and helpful than ever. Clearer Spending Insights Tracking your budget is now effortless with our refreshed spending tracker. The new visual design shows exactly what's left in your budget and makes it crystal clear how we calculate your remaining funds. Enhanced Security with 2FA Your financial data deserves the strongest protection. We've added two-factor authentication to give you an extra layer of security and complete peace of mind when managing your finances.

Your Money, Smarter Than Ever Here's what's new: Enhanced Monthly Reports Your spending breakdowns now include income-based insights, giving you an even clearer picture of where your money goes and how to optimize it. Never Miss a Bill Again Ask Finley "What bills are coming up?" and get instant visibility into your upcoming charges. Stay ahead of your finances, not behind them. Smoother, Faster Experience We've supercharged the app with performance improvements and fixed connection hiccups. Your financial conversations with Finley now flow seamlessly.

We've implemented improvements and features in Finley for smoother interaction and transaction categorization. Key Improvements: You can update transaction category You can now update their account email address Chat functionality is more responsive Other performance improvements

Bug fixes to improve experience

Faster, More Reliable Experience We've rebuilt Finley to be faster and more reliable. Enjoy quicker AI responses, smoother navigation, and improved stability throughout your financial wellness journey. Key Improvements: Snappier chat responses and better conversations Faster transaction analysis and insights Improved performance Quicker app startup and loading times

Bug fix in coaching page

New Features: Monthly Financial Review Report AI Coaching Suggestion Guidance

We've made exciting new improvements to Finley: Enhanced AI User Experience Our team has implemented a new guided experience to help you get started with Finley AI. This feature walks you through the many ways Finley AI can assist you, making it easier to discover its full potential. Bug Improvements We've resolved several issues to create a smoother, more reliable experience for all users. Continuous Improvement We're committed to making Finley better with each update. These changes are important steps in our ongoing development journey. We appreciate your continued support and welcome any feedback on your experience with Finley.

We've made some incremental improvements to enhance Finley: Performance Optimization Our team has made several backend adjustments to improve overall system performance and reliability. Continuous Improvement We're committed to making Finley better with each update. These changes may not always be visible, but they're important steps in our ongoing development. We appreciate your continued support and welcome any feedback on your experience with Finley..

We've made several improvements to Finley to enhance usability, performance, and overall experience. Here's what's new: Refined AI Experience Enjoy a more dynamic and responsive AI chat with improved animations, better formatting, and a smoother loading experience. Smoother Onboarding Onboarding is now more engaging with text animations and refinements for a seamless start. Support Enhancements Get help with direct access to Finley Support from the accounts menu. More Bug Fixes We've resolved various issues to ensure a smoother and more reliable experience. We're always working to make Finley smarter and more user-friendly. Enjoy the update, and let us know what you think.