• Account deletion now supports cancelling subscriptions per company • New company offboarding options with updated reasons and offers • Other fixes.

• Customer service added in quick actions • New stripe plans fetch fix • Phone number required in sign up • Other fixes and UI polish

• Notifications system upgrade - all your companies notifications in one place. Now you can select and switch to company on notification press for better experience! • Better Profit AI tool - made faster and more user related • App review option screen • Other bug fixes

Big update! We’ve made the app simpler, smarter, and easier to use: • Fresh new look with cleaner design and better colors • New AI home screen to help you find things faster • Quick actions to guide you if you’re not sure what to do next • Separate pages for Allocation and Planning • Your profile is now right on the dashboard • Faster access to your bank balances and details • New “Help with Expenses” feature that suggests ways to save based on your P&L • Plus a bunch of improvements and fixes

• Onboarding upgrade • Company creation simplified • UI elements upgrade • Other fixes

• Simplified onboarding for creating new companies • Widget options for easier data previews • Other fixes

• Design enhancements • Added autologging support for Relay Financial and Mercury bank • Improved sign-up and login flows (first/last name capture, updated design) • Changing currency via user settings • User deletion with company subscription cancellation options • Adoption of Liquid design standards • Other fixes and improvements.

• Redesigned allocation view for calculator and profit – improved visuals and easier transfer handling. • Added a new verification level with enhanced user protection. • Introduced biometric authentication support: Face ID, Touch ID, and other device biometrics.

• Implemented Relay Bank autologging to improve tracking and monitoring. • Updated journey flow by removing stepper after 90-day check-in. • Added DreamFirst linking on the account linking page for easier connection. • Other minor improvements and bug fixes.

• DreamFirst connection improvements • Other fixes

• Sync and Save fixes • Better display of linked bank data • General UI polish and performance improvements

• Partnership with DreamFirst Bank. • New allocators: manual and scheduled (pick specific days), with source/destination account selection and fixed or percentage-based amounts. • Dedicated page for linking accounts via Plaid and other external services. • Page to monitor automated transfers. • Initialize transfers directly from allocators with new options. • UI polish, plus performance and stability improvements.

• New iOS version support fixes • File download improvements • Currency input delimiter fixes • Apple sign up fix • Other UI fixes

• Support for newest iOS version • Bank account data syncing after allocations • Other bug fixes

• New and simplified account mapping process after connecting with Plaid • Added App Info page (moved from Profile) • Improved bank settings – easier Plaid connection and removal • Various bug fixes and performance improvements

• Redesigned dashboard with a cleaner, modern look • Added a new widget with a list of bank accounts for easier overview, quick updates, and direct access to allocations • Other fixes

• Improved onboarding screens for a smoother first-time experience. • Updated positions for the Update and Allocate buttons to enhance usability. • Unified currency fields for consistency across the app. • Refreshed Header Rules widget UI for a cleaner and more straightforward approach.

• Redesigned transaction history view: now displayed as an accordion instead of a table for improved readability • Enhanced Plaid integration: added additional details such as account balance and related financial data • Various fixes and improvements for better performance and stability

• Improved goal calculation formulas for more accurate progress tracking • Redesigned “Pick Your Plan” and checkout screens for a smoother experience • Added individual account goals to help track progress per account • Enhanced Debt Crusher with improved total paid off and remaining balance calculations • Introduced a new “Holding” account type • Added accordion-style history view for allocations • Updated scoring system for better performance insights

We’ve squashed some bugs and refreshed the design for a smoother, more modern experience. Enjoy the improved look and feel!

We’ve been working hard to improve your experience! Here’s what’s new: • Push Notifications – Stay informed with important updates and reminders. • Quick Assessment Tool – A brand-new feature to help you evaluate progress and needs faster than ever. • 60-Day & 90-Day Check-ins – Keep your progress on track with new milestone check-ins. • Editable Rollout Plans – Customize your journey by editing your rollout plan anytime. • Performance Improvements – We’ve squashed some bugs and made things faster and smoother. Thanks for using our app! If you enjoy it, please consider leaving a review.

This update includes several important fixes and improvements: • Resolved issues with allocation, profit, and tax calculations • Improved revenue display on the Settings > Bank Account page • Fixed goal calculation logic for better accuracy Thanks for using our app!