What's New

New features, improvements, and fixes — newest first.

October 1, 2026

🐛 Bug fixes

Labels beside a small cash reserve pail no longer overlap.
On a tablet, the plans list shows each plan's name in full.
Opening Household on an older plan no longer quietly moves its start to this year.

October 1, 2026

The Buckets tab is now called Cash reserve.
Its chart is now two panels on one timeline: the reserve in years of spending against its target, and the money moved each year on its own scale, so a small top-up no longer disappears beside millions invested.
The Cash reserve view shows extra cash swept back into investments, with arrows in and out of each pail colored by direction. Planners can hide the sweep with a checkbox.

October 1, 2026

The client attention queue flags a client whose year is over and not yet closed. You can close it or correct it yourself, and your changes are logged under your name.

October 1, 2026

When a year ends, a short year-end check-in records your December 31 balances and what you spent. Spending is filled in from Expenses if you track them. Your plan then starts from where you actually are.
Can't answer for a year? Skip it; it is marked Not recorded. Missed years are closed one at a time, oldest first.
Your last five closed years appear on the Net worth and Cash reserve charts beside what the plan expected, with a Today line where the projection begins. Every closed year is in a table below the charts.
Spot a mistake later? Change a closed year's figures. Every change is kept with who made it, and fixing last year can also update the plan.
Closed years are in the PDF report, a new spreadsheet export and Ask AI, so "am I ahead of plan?" has an answer.

September 29, 2026

A pail no longer changes size from year to year, and its label is no longer cut off.
A top-up paid for by selling bonds now shows as a move in the Buckets view.
Annual living expenses starts empty instead of pre-filled.

September 29, 2026

The Buckets view draws each bucket as a pail, shows how a refill splits between cash and bonds, and says why nothing was moved in a year the reserve ran down.
Running a bucket method without an advisor? "Accounts the method uses" lets you set an account aside so it is never sold for a top-up.
The Buckets timeline labels every year.
The plans, admin and feedback pages fit a phone screen, with a plan's actions under its name.

September 29, 2026

The client attention queue and Book Watch flag three bucket signals: a bucket below its target, this year's refill due, and a plan on a different method than the firm's default.

September 29, 2026

The plan editor shows a "To see your plan" checklist. Household, Income, Expenses and Portfolio are required. Dependents, Real Estate and Tax & Filing are optional.
Each tab is marked Required, Done or Optional, and "View dashboard" turns on once the required sections are in. If you have no income or no savings, pressing Continue on that section confirms it.
After Household, open the sections in any order. Everything saves as you type, so closing the tab loses nothing.
A plan that is missing something now lists exactly what, with a link to that section.

September 28, 2026

Firm admins choose the firm's plan methodology on the firm profile. New client plans start from it, a plan you hand to a client takes it unless you chose a method yourself, and the report cover reads "Managed under your firm's Two-Bucket Approach."
Email campaigns belong to the firm that made them. You see your own campaigns and any NestEdge campaign shared with your firm, and only your own clients on a shared campaign's send list.

September 28, 2026

Total return plans can sell a slice of stocks and bonds in proportion instead of bonds first. Choose it under "A top-up sells" in Drawdown strategy.

Showing 1–10 of 112 entries

PrevPage 1 of 12Next