Assistant charts and reorderable widgets

The Copia Assistant can now create charts and layouts right inside your conversation. It can also set up rules and savings goals for you. We cleaned up a few things in the budget view, added dashboard customization, and fixed some rough edges.

Copia Assistant

• The Assistant can now generate charts and visual layouts during your conversation. Ask about your spending and see a bar chart or pie chart without leaving the chat.
• You can expand the Assistant into full-screen mode for more room to explore.
• It can create savings goals and auto-categorization rules from your conversation. Just tell it what you want.
• Your profile settings now show how many tokens the Assistant has used.

Budget

• Debts and savings sections now collapse by default. Click to expand when you need them.
• Linked savings goals now show correct progress. The starting balance is no longer counted as money you saved.

Dashboard

• You can now reorder dashboard widgets from Settings and reset the layout to its defaults.

Transactions

• Quick-add rows now require a subcategory. If a row is incomplete, a message tells you what is missing before you save.

Bank linking

• Deleted accounts are restored automatically when you sync or reauthenticate through Plaid. No more accounts disappearing after a reconnect.

Improvements

• The side drawer keeps your preference between sessions. Open or close it once and it stays that way.