WellthPlan
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Changelog

What's new in WellthPlan

Features, improvements, and fixes as we build the future of household finance with Finn.

ImprovedLatest

WellthPlan v1.0 — Official Launch

New
  • Push notifications for daily and weekly spending updates
  • Manual account support for accounts you can't link
  • Hide transactions you don't want to track
Improved
  • Polished onboarding experience
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Improved

Smarter Finn & Redesigned Activity

Improved
  • New planning system for complex, multi-step requests
  • Redesigned Activity tab with horizontal calendar and search
  • Unified transaction detail pages with in-sheet navigation
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Improved

Dashboard Redesign

New
  • WellthScore — a 100-point financial health score across cashflow, debt, and savings
Improved
  • Unified Money tab bringing spending, budgets, goals, and cashflow together
  • Redesigned Accounts overview with institution logos and balance summaries
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Improved

Budgets & Goals

New
  • Create budgets by single or multiple categories
  • Savings goals with progress rings, sparklines, and milestone celebrations
  • Ask Finn to create or manage budgets and goals via conversation
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Improved

Receipt Scanning & Subscriptions

New
  • Snap a receipt photo and Finn extracts and categorizes the expense
  • New subscriptions view to track all recurring charges
  • Manually add subscriptions or link transactions to existing ones
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Improved

WellthPlan Mobile App

Read the full announcement for everything included in this release.

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Improved

Spending Summaries & Spending Limits

New
  • Daily spending summaries delivered via text
  • Weekly spending recaps with category breakdowns
  • Set and track monthly spending limits
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Improved

Connect Your Bank Accounts

New
  • Link bank accounts securely through Plaid with read-only access
  • Automatic transaction syncing and balance tracking
  • Support for linking multiple banks and institutions
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Improved

Meet Finn — Your AI Financial Assistant

Meet Finn — Your AI Financial Assistant

Read the full announcement for everything included in this release.

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New

Welcome to WellthPlan

WellthPlan is your AI-powered financial assistant built for couples and families. Text Finn to get insights about your spending, link your bank accounts for a complete picture, and build a plan to reach your financial goals — together.

This changelog is where we share what's new as we build the future of household finance.

Welcome to WellthPlan
#welcome
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