Assistant access, account balances, and clearer credit insights

Highlights

Use the assistant with your subscription

You can now open Assistant from the dashboard menu with an active subscription and an available household seat. Ask it to split transactions, rename accounts, refresh connections, or manage recurring charges, with your approval before changes run. A guided tour helps you get started, and Approve all or Deny all lets you respond to several proposed changes together.

Track your accounts from the dashboard

You can now see accounts grouped by type in a new dashboard card, with balances, balance changes, and a time range selector. Expand groups to see more accounts; wider layouts also show balance sparklines and credit usage bars for eligible card accounts.

Review related broker sites together

You can now review sites belonging to the same broker family together in the privacy dashboard, reflecting when one removal request covers several sites. Open a family to see each site's removal status, the personal information found, and a shared removal guide. Where available, alternative instructions and fallback guidance help when the standard removal steps don't work.

Explore the facts behind your credit insights

You now get credit report insights with key facts, explanations, and next steps drawn directly from your report. Select an account, inquiry, or public record in an insight to preview its details without leaving the insight. A ring marks the insight you're viewing.

Improvements

• You can filter budget categories and the Flex pool by All, On Track, or Over Budget, alongside search.
• You can use the Budget impact transaction filter to show transactions included in or excluded from your budget.
• You now get alerts for stalled or stopped bank syncing, distinguish stopped connections from stale data, and reconnect directly from emails or inbox notifications.
• You can preview shared replies, turn individual links off, stop sharing an entire chat, and identify shared chats in the chat list.
• You return to your previous chat when you leave Assistant and come back through the sidebar.
• You can ask the assistant what your current plan includes and how its features compare with other plans.
• You now receive role-aware cancellation guidance from the assistant, directing household owners to Settings > Billing and members to their household owner.
• You can see why assistant access is unavailable before sending a message, with billing links where applicable.
• You now see the reset date when you reach your monthly assistant allowance.
• You can browse assistant suggestions in a vertical list that wraps on narrow screens and shows a send indicator on hover or keyboard focus.
• You can ask the assistant to create savings-goal rules that keep each transaction's category; rules with inapplicable category changes are rejected.
• You now return to the dashboard page you originally requested after signing in, including its selected settings section.
• You see category changes immediately in both the transaction row and details panel while they save.
• You can compare transaction and recurring-group details before confirming a mismatched assignment, side by side on larger screens or stacked on mobile.
• You now see the total amount due, rather than an item count, under Later This Month in the recurring card.
• You can review privacy removal progress in a reorganized card, with scan timing and action links in its footer.
• You now see your next incomplete setup step first, with a description and action, while completed steps collapse into an expandable group.
• You can use a friend's referral link after creating your account, as long as you haven't subscribed.
• You can opt out of referral invitation emails, and email footers now use consistent preference links.
• If you haven't subscribed, we now email you signup reminders and show eligible offers during plan choice and checkout.
• You now see broker site icons in privacy emails and notification emails when available.
• You can compare plans with feature-specific icons, a clearer current-plan marker, and consolidated offer details in the plan selector.
• You can create rules and tags from empty states, with consistent settings cards, edit controls, and clearer billing prompts when household seats run out.
• You can more easily read dashboard captions, dates, subtotals, settings descriptions, and dropdown menus with higher-contrast text.
• You now see consistent row sizing, amount weights, card headers, button shadows, and dialog corners across the dashboard.
• You can distinguish empty transaction attributes from assigned values, with panel badges sized to match their labels.
• You now see centered success confirmations for subscription resumes, referral invites, and verification, with email addresses wrapping instead of truncating.
• You can more easily spot transactions needing review through an inbox icon and a more prominent pending-review count.

Fixes

• Your assistant's upcoming-charge lists and weekly recap emails no longer count card autopays or transfers between your own accounts as charges.
• Your confirmed budget proposal no longer goes unapplied because its amounts were copied incorrectly, and proposals now explain scaling.
• Your approved assistant changes now run in order, so a monthly budget override isn't overwritten by its base budget.
• Your assistant's budget status now includes categories with carried balances even when no new monthly amount is set.
• Your assistant no longer sets budgets or rollover on Savings categories, preventing inflated Left to Budget totals.
• Your assistant's monthly income-versus-spending answers now account for linked refunds, matching the cash flow page.
• You no longer receive a different historical month disguised as the month you requested in an assistant report.
• Your assistant's net worth history now preserves the full requested period instead of dropping its beginning when there are too many points.
• Your assistant's credit results no longer overcount undated inquiries, omit frozen accounts from open accounts, or hide bureaus with missing scores.
• Your assistant's category searches now match the category you see, and links to Transactions no longer promise mismatched result counts.
• Your assistant's transaction searches no longer silently repeat or skip results when a follow-up changes the sort direction or filters.
• Your requests to review every transaction now include transfers and card payments; filtered changes explicitly show when transfers are left out.
• Your existing transaction splits no longer get replaced through the assistant, protecting their tags, notes, review state, and recurring assignments.
• Your manual edits and higher-priority rules are preserved when the assistant applies a new rule to existing transactions, with a match count before approval.
• Your assistant no longer errors while a transaction rule's details are still streaming.
• Your assistant usage meter no longer misses replies stopped after they begin or interrupted by a disconnect.
• You no longer lose checkout or billing return details when your browser truncates a long redirect link.
• Your transaction edits, syncing, and recurring matching no longer fail because simultaneous updates block one another.
• Your transaction tags stay visible without overlapping account names or leaving unnecessary gaps beside categories.
• You no longer see drag handles behind open category or rule editing dialogs.
• Your referral summary now keeps invitations sent after a friend's signup separate from that signup.