Explore the improvements changing how you connect, understand, organize and grow your money.
View updatesRank can now connect eligible U.S. and Canadian accounts through Plaid, bring them into your financial system and keep their information synced in one experience.
After understanding your income, expenses, priorities and goals, GAIA can prepare a complete proposal and apply it all at once when you confirm it.
Goals now connect activity to a specific account, allowing GAIA to guide you as you record and review real progress.
Rules combine conditions and actions so Rank can categorize new transactions consistently without making you repeat the same work.
We redesigned navigation and key views so reviewing and organizing your money on a smaller screen feels far more comfortable.
When you correct a merchant category, Rank can recognize related transactions and help apply the same decision consistently.
We redesigned the Syncfy entry flow with a Mexico-focused institution selector, direct search and real logos so you know exactly what you are connecting.
GAIA evolved from answering questions to connecting conversations with each person's financial context, detecting important topics and proposing concrete actions.
Rank Score now includes seven levels and better explains what is driving your progress and what you can work on next.
We added health indicators for Syncfy-connected accounts and a notification center so it is easier to know when to update or reconnect an institution.
The new Reports section brings income, expenses and category distribution together in views you can adjust by period and account.
We rebuilt Investments to make adding assets easier and to show the value of your portfolio today and over time.
We improved pattern detection to connect transactions with existing recurring activity and show what is coming next more clearly.
The first version connected your asset quantities with market prices to show an updated portfolio valuation and its changes.
GAIA arrived in Rank as a conversation connected to your real data, helping you review transactions and understand cash flow.
Rank can identify patterns in your transactions and organize them into two views for reviewing each item or understanding how they are distributed through the month.
The new Cash Flow experience lets you compare periods, recognize changes and move from a chart to the transactions behind the result.
The payoff simulation organizes your debts, projects the required time and lets you compare strategies before choosing how to move forward.
Goals launched with guided setup, a linked account and a calculation showing what remains and when you may reach each objective.
We completed the first Syncfy flow so a bank connection could create accounts in Rank, keep information synced and recover when a bank required another sign-in.
We created a merchant identity system so the same place is recognized consistently even when it appears differently at the bank.
Rank budgets now support two methods: planning category by category or grouping flexible expenses for more freedom throughout the month.
Transactions became connected to your data and brought together the tools needed to review and organize your financial history.
We added a way to divide one purchase into several transactions with different amounts and categories while preserving the original reference.
Tags organize transactions beyond category—for example, to track a trip, project or any personal group.
Categories gained groups, colors and emoji so every transaction is easy to understand and budgets use the same structure.
We'll keep gathering the improvements that make your finances clearer and easier to manage right here.
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