Release notes
Last updated July 1, 2026
12 releases tracked
LATEST RELEASE
July 1, 2026
This release improves account categorization, brings tracked mortgage and loan equity into the Invest total, adds clearer portfolio chart tooltips, and includes polish and bug fixes throughout.
July 1, 2026
Added account navigation improvements, clearer investment chart context, and equity tracking that now flows into your Invest total.
Back button added to the account categorization screen
Equity tracking for mortgages and loans now appears in your Invest total
Portfolio chart info tooltip now shows actual deposit and withdrawal dollar amounts for the selected time period
Various polish and bug fixes throughout
June 23, 2026
Added the Borrow section, individual account detail pages, and the complete Weekly Money Ritual with all five steps.
Borrow section for loans, mortgages, and credit card debt
Individual account detail pages
Complete Weekly Money Ritual with all five steps
Transaction recategorization
Bank account reconnect and disconnect
Miscellaneous bug fixes
June 22, 2026
Launched the Weekly Money Ritual home screen, recurring investments, and categorized transaction history.
Weekly Money Ritual home screen
Streak tracking
Auto-Invest on a chosen schedule
Spend section with categorized transaction history
Gentle reminders on the home screen
June 16, 2026
Added goal tracking and new investment history details.
Savings goals with custom names
Goal photos and target amounts
Pre-built Peace of Mind Fund for a 3-month emergency fund
Portfolio performance history
In-app investment agreement acknowledgments
June 13–14, 2026
Improved document delivery, net worth tracking, score accuracy, and bank transaction sync.
Monthly account statements emailed automatically
Trade confirmations emailed automatically
Investor profile retake
Net worth history tracking
Improved financial health score accuracy
Immediate transaction sync when linking a new bank account
June 7, 2026
Expanded Insights with financial health scoring and support for more investment account types.
Financial health score in Insights
Monthly averages in Insights
External taxable investment accounts
External retirement investment accounts
June 3, 2026
Launched the complete Insights tab with health metrics and onboarding improvements.
Full Insights tab
Financial health score
Spend Consistency metric
Emergency Fund metric
Exposure Therapy metric
Goals Momentum metric
Partial withdrawals
Push notifications for onboarding
Plaid identity verification for investment account opening
May 16, 2026
Added in-app document access and fixed reliability issues around withdrawals and ACH.
In-app access to account statements
In-app access to trade confirmations
Withdrawal reliability fixes
ACH reliability fixes
April 7, 2026
Focused maintenance release for investment account money movement.
Bug fixes for investment account withdrawals
Reliability improvements for transfers
March 31, 2026
Expanded investment account visibility and banking connection support.
Investment positions
Activity history
Fund withdrawals
Portfolio allocation based on risk profile
Plaid OAuth support for more bank connections
March 25, 2026
Added a dedicated document hub for statements and confirmations.
Documents section
View account statements as PDFs
Download account statements as PDFs
View trade confirmations as PDFs
Download trade confirmations as PDFs
March 11–12, 2026
The first Mary & Pip release: connected accounts, net worth, investing, and onboarding.
Connect bank accounts via Plaid
View net worth across Save, Invest, Spend, and Borrow
Open a Mary & Pip investment account
Complete your investor profile