2026-05-25
Monarch-style onboarding & dashboard
- Multi-step onboarding with optional bank skip
- Sidebar dashboard with widgets
- Getting started checklist
Product
What's new
Ship notes for Tracking—and a peek at Budgeting and Planning on the roadmap.
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