v1.2.0 — Statement Import (Latest)
July 2026
Added credit/debit statement import — upload a CSV (free keyword categorization, or AI categorization automatically when a key is configured) or a screenshot of a statement/balance (Gemini vision extracts accounts and transactions). A new Import Review modal lets you confirm or re-categorize everything before it touches your data. Also fixed a bug where the budget sliders silently reset most categories on every re-render.
v1.1.0 — AI Financial Coach
July 2026
Added an AI Financial Coach ("Vera") that generates a personalized coaching report and answers follow-up questions grounded in your live ledger and budget, plus a Settings modal to manage your own Gemini/OpenRouter API keys. The onboarding wizard now supports AI Quick Start (describe your finances in plain English to auto-fill everything), home/mortgage fields, and an editable review step.
v1.0.0 — Initial Release
July 2026
Launched Wealth Vault — a financial advisor and net worth optimizer with asset/liability tracking, budget & cash flow planning, a retirement growth simulator, and a rule-based Smart Advisor checklist.