February 11th, 2026
New! We’ve added a “Finances” tab to the Settings section. Here you’ll be able to enter additional financial information for Frank to use. We’ve added inputs for detailed income, monthly expense amount, retirement contributions, and credit score. You can input information for each applicable family member.
You now show up as a member of your family, which helps provides a consistent view of your “family” when adding values on the Finances field. Additionally, birthday formatting for family members has also been refined.
Bug fixes:
Refined the client agreement signature field to be clearer that input is required and should match the provided name.