Product

What's new

Ship notes for Tracking—and a peek at Budgeting and Planning on the roadmap.

2026-05-25

Monarch-style onboarding & dashboard

  • Multi-step onboarding with optional bank skip
  • Sidebar dashboard with widgets
  • Getting started checklist

2026-05-24

PFM core

  • Budget, net worth, goals pages
  • Transaction review workflow
  • Category budgets

2026-05-20

Tracking launch

  • Plaid bank sync
  • Monthly cashflow chart
  • Finance copilot

Coming soon

  • Flex budgeting systemComing soon
  • Goal forecastingComing soon
  • Custom reportsComing soon
  • Recurring subscription detectionComing soon
Read the roadmap post →