Trustworthy - The Family OS®

We've updated your Trustworthy Family Operating System® to make managing your household data even more powerful on mobile. Change subcategory You can now reclassify any page to a different subcategory directly from your phone. Tap the … menu on any detail page to change it — for example, converting a Checking Account to a Savings Account. A confirmation step will let you know if any fields can't carry over before you commit. AI Summary When you preview a file, you'll now see an AI-generated summary of its contents right in the details sheet. The summary appears alongside who added the file and how — whether that's a family member, a forwarded email, or a Gmail sync. Tap "Show more" to read the full summary. Smarter collaboration We've made several improvements for shared accounts: > When an account owner updates what a collaborator can access, those changes now take effect the next time the app is opened — no sign-out required. > Collaborators with partial access can now tap document thumbnails (driver's licenses, passports, vehicle registrations, and more) to open the full file preview.