Release notes
Last updated August 13, 2026
23 releases tracked
LATEST RELEASE
August 13, 2026
Open an IRA, transfer an existing brokerage, receive income alerts, and move through every account milestone with more clarity.
August 13, 2026
IRAs are here, with smarter account moments
Open and fund an IRA, bring over an existing brokerage, and get more confidence at every stage of your account journey.
IRAs are here. Open an IRA directly in the app, with guided setup and gentle reminders if you leave anything unfinished.
Income alerts let you know when dividends or interest land in your account. Turn them on in notification settings.
If you fully withdrew and fund again, your subscription now picks back up automatically with no extra steps.
Budget categories now show the full transaction list instead of stopping after 20 items.
A new account confirmation card explains exactly what to expect after opening an account, while sign-in loading and onboarding reliability have been improved.
August 9, 2026
A clearer Ritual, smarter Home, and guided bank linking
A more useful weekly Ritual view, better moments on Home, and a smoother path to getting your accounts connected.
Ritual’s weekly view now brings money in and out together, with collapsible merchant rows, performance versus average, redesigned insights and action rows, and easier-to-read housekeeping forms. Venmo charges no longer appear as duplicates.
Home updates its greeting when you return to the tab, and the retirement reminder now checks itself off once your Mary & Pip retirement account is active.
Four new post-signup screens guide you through linking accounts, categorizing them, and completing a gut-check review.
Tapping most push notifications now takes you to the right place—Budget alerts, spending nudges, deposit and approval updates, and Ritual reminders all open their relevant destination.
Fixed the Mary & Pip logo not appearing in Gmail emails.
August 4, 2026
Custom categories, clearer budgets, and Learn reminders
More control over how transactions are organized, more detail in budgeting, and a timely nudge to keep learning.
Create custom categories for your transactions in Spend, whether you’re recategorizing a one-off purchase or a recurring transaction.
Get more granular transaction history in Budget, including clearer detail for each category.
Added a Learn tab reminder to your Ritual housekeeping, so building financial knowledge stays part of the routine.
Additional polish and stability improvements across the experience.
August 3, 2026
Learn tab, phase one
A new place to build confidence with your money—plus a round of reliability improvements.
Introduced the first phase of the Learn tab, bringing helpful financial education into the Mary & Pip experience.
The initial Learn experience creates a foundation for clearer guidance and more ways to build your financial confidence over time.
Resolved issues affecting everyday app reliability and smoother navigation.
Additional performance and stability improvements across the app.
August 1, 2026
Budgets, smarter notifications, and momentum
Set meaningful category budgets, stay ahead of your money rituals, and get a little encouragement when you’re making progress.
Set category-specific budgets—for dining, subscriptions, and more—with personalized suggestions based on your historical spending in each category.
Get notified when spending reaches the percentage of a category budget you choose, so you can course-correct before the month is over.
New ritual reminders help you remember tasks like paying quarterly taxes, reimbursing someone, and other money to-dos.
Broader notifications celebrate progress toward goals and gently remind you to set up helpful habits, like Auto-Invest.
July 31, 2026
Investment account controls, IRA tools, and tax documents
More control for your investment accounts—from account transfers and IRA planning to tax documents in one place.
Close or rename investment accounts directly from the account menu. Withdraw funds to your bank or transfer your portfolio to another broker with ACAT—without liquidating.
IRA contribution limits now update in real time. Auto-invest pauses as you approach your yearly limit, and your remaining contribution room appears on the account page.
Initiate IRA distributions and manage beneficiaries in the app, including required minimum distribution flows for Traditional IRAs.
Tax documents—including 1099-R, 5498, and 1099-B—are now available in Documents alongside statements and trade confirmations.
Fixed a blank screen that could appear while scrolling on certain pages.
Fixed connections showing empty items on first load.
Improved the bank reconnection flow when re-authentication is required.
Fixed error messages not appearing when a savings goal image failed to upload.
Fixed linked Venmo transactions being double-counted in your spend total.
July 26, 2026
A smarter home screen, smoother rituals, and better formatting
A more focused way to stay on top of what matters, with faster rituals and friendlier inputs throughout.
Smarter home screen — Next Steps surfaces what actually needs your attention, including a nudge when your savings could be working harder.
Ritual improvements — Faster loading, better auto-invest detection, and a shortcut to set your ritual notification from the completion screen.
Better formatting — Phone numbers, currency amounts, and dollar inputs format automatically as you type.
Bug fixes and performance improvements.
July 18, 2026
This release improves scheduling reliability, screen behavior, insights accuracy, reminder editing, and the investment account opening experience.
Fixed a bug where weekly Auto-Invest could drift to the wrong day over time
Fixed scrolling getting stuck on the home and insights screens
Brokerage transfers from Schwab, Fidelity, and other brokerages no longer show up as income in Insights
Custom gentle reminders can now be renamed — just tap the title to edit
New screens when opening an investment account, including a personalized portfolio breakdown
Various design and stability improvements
July 12, 2026
This release makes the Money Ritual more personal, account views more private, and weekly review details more complete.
Set a weekly push notification for your Money Ritual and choose the tone that motivates you most
Hide your balances with a tap using the new privacy toggle across account views
Improved account categorization flow with a confirmation step and the ability to re-categorize anytime from settings
Week-in-review now shows all your money-in and money-out merchants, not just the top 3
New housekeeping tasks in your ritual: create savings goals, set quarterly tax reminders, and log reimbursements
Deposit modal detects if you already have Auto-Invest set up and adjusts the language accordingly
Fixed a bug where typing a custom deposit amount caused a white screen
July 10, 2026
This release makes spending easier to review, subscriptions easier to manage, and money movement easier to understand at a glance.
Browse your spending by month with back and forward navigation
Tap any subscription to see details and dismiss ones you’ve cancelled or don’t recognize
Manually add any account you can’t link — savings, investments, credit cards, loans, and more
Transaction amounts now show + or − so it’s clear what’s coming in versus going out
Financial Health Score updated with a stronger emphasis on your emergency fund
July 5, 2026
The Money Ritual now has more guided intention, reminders stay close at hand, and Terms & Conditions are available directly in the app.
Money Ritual now opens each step with a guided intro, icons, motivational quotes, and a quick explainer on the science behind the habit
Gentle Reminders stay visible after everything is checked off, so you can always add to your to-do list
Custom reminders can now be added anytime with the “+ Add your own” button
Full Terms & Conditions are now available in the app
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