New Feature Alert: Planning Tools Menu Now Available!

Coach Natalie

We’ve made it easier than ever to access the tools you rely on for financial planning — introducing the new Planning Tools menu, now live on both the Web and Mobile Apps!

This new navigation option brings together your favorite planning features in one convenient place, starting with:

• Retirement Planner (web only) — previously under Savings Goals
• Credit Score — previously found in Reports

And there’s more! As part of this update, we’ve also made a couple of structural improvements:

• Refund Tracker is now called "Refunds" and has moved to the Bills & Income section.
• All Recurring under Bills & Income is now "All Series" for better clarity.

This update not only makes it easier to find key tools but also sets the stage for exciting new planning features in the future. We hope you enjoy the improved experience!