You can now see all your merchants in one place. INFI automatically groups your transactions by merchant, shows logos, and surfaces linked recurring subscriptions so you can see exactly where your money goes.
Smarter investment movers in your daily email
The daily email now highlights your top investment movers more clearly and skips cash-only holdings that aren't useful to track. The preheader text is cleaner too.
Simplified sidebar and transactions view
We tucked away the Recurring link from the sidebar and removed the category column from the transactions table to reduce clutter. Everything still works - just less noise.
Better empty states on the dashboard
If you haven't connected accounts yet or don't have data for a section, you'll now see helpful empty states instead of blank space.
Browse all your transactions
New Transactions page in the sidebar. See every transaction across all your accounts, grouped by date, with merchant logos and category tags. The list loads more as you scroll - no pagination buttons to click.
Institution logos on your accounts
Your connected banks and brokerages now display their logos throughout the app, making it easier to scan your accounts at a glance.
Brokerage cash balances tracked separately
Cash held inside brokerage accounts is now properly detected and displayed alongside your investment holdings instead of being lumped in.
Smarter daily email layout
Your accounts snapshot is now grouped by type (investments, checking, credit cards, loans) and sorted by institution name. Summary bullets and alert spacing are cleaner too.
Quick action buttons in your daily email
Your daily email now includes View Transactions and Add More Accounts buttons so you can jump straight into the app with one tap.
Institution logos on your accounts page
Your connected accounts now display official bank and brokerage logos, making it easier to scan your linked institutions at a glance.
Per-account breakdown in daily emails
Your daily email now groups transactions by account so you can see exactly where each one came from. Category names are also friendlier — no more cryptic system labels.
Fresher, less repetitive daily emails
Fixed a timing issue that could show stale data in your morning email. Also removed duplicate spending and investment summaries that were cluttering things up, and corrected the date in the email header to show today's date instead of yesterday's.
Better market context in daily emails
Daily emails now pull market research from Perplexity, giving you more accurate and up-to-date financial context alongside your transactions.
Fixed subscribe button for trial users
Tapping Subscribe during your trial now correctly takes you to checkout instead of showing a blank page. This affected users on both new and existing trials.
See when your next daily email arrives
The email settings card now shows your next scheduled send date alongside the last time you received an email.
Fixed cash-on-hand balance
Corrected a calculation issue that could cause your cash-on-hand figure to display inaccurately.
Account labels on daily email transactions
Top transactions in your daily email now show which account or source they came from, so you don't have to guess.
Streamlined subscription management
Consolidated the trial banner and subscription prompts into a single clean overlay. Paused and canceled subscriptions now have distinct visual states so you always know where you stand.
First daily email fixed for new users
New users who just connected their accounts now correctly receive their first daily email instead of being silently skipped.
Cleaner mobile header
Removed the redundant INFI logo from the mobile header to free up screen space.
Polished daily email design and tone
Standardized typography and spacing across the daily email, fixed header alignment, increased section heading sizes for scannability, and refined the writing style to be more concise and natural.
Redesigned waitlist page
The waitlist page now features a two-column layout with updated copy and icon-based share buttons, making it easier to spread the word.
