
Updates
Sep 01 2026
Improved account setup
If the payment source you need isn’t available while adding a new account, you can now select “Add a new payment source” directly from the dropdown.
Add the bank account or credit card you need without leaving your new account setup, and then carry on right where you left off.
Aug 28 2026
Contacts Improvement
You can now mark the people your household should contact first if they ever need help.
Contact-first people are brought to the top of Contacts and are also highlighted and shown first in your Readiness Guide — making it easier to know who to turn to when it matters.
Aug 27 2026
Household Overview & usability refinements
Refined the Household Overview to give families a clearer picture of their readiness, key contacts, assets and monthly commitments.
Improved Contacts presentation and editing, added safer guidance for storing passwords and security codes in Notes, and added a direct Household Overview link from the Dashboard Financial Snapshot.
Aug 07 2026
Introducing the Readiness Guide
We’ve added a new way to turn the information you keep in oneplace into something your family can actually use when they need it most.
The Readiness Guide brings together your important contacts, accounts and subscriptions, documents, household information and personal notes into one clear, printable guide.
But it’s more than a collection of information. It’s designed to gently walk someone through what you’ve prepared, helping them understand where to begin and where to find what they need.
You can add a personal message for the people you love, review what will be included before creating your guide, and create an updated edition whenever things change.
We’ve also given the guide a calmer, more polished visual design, with clearer sections and easier-to-scan information while keeping personal messages feeling like personal messages — not another form or report.
Created by you today. Ready for the people you love tomorrow.
We’ve also continued polishing oneplace throughout — improving consistency across Accounts, Documents, Notes and Contacts, refining search and navigation, and making adding and managing information feel smoother.
July 23 2026
New features & improvements
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New Readiness Guide — A step-by-step guide to help your family prepare for the unexpected.
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Readiness Progress — Instantly see how complete your household information is.
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Quick Actions — Jump directly to the accounts, documents, notes or contacts that need attention.
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Improved Navigation — Smoother navigation and consistent back links throughout the guide.
July 21 2026
A smoother, more intuitive oneplace experience
We’ve made a wide range of improvements across oneplace to make everyday navigation feel faster, clearer, and more consistent.
What’s improved
A smoother onboarding journey
New users are now guided more naturally through adding their first accounts, documents, notes, and contacts. After completing each step, they’re returned to the Dashboard so they can see their progress and continue building their household plan.
More flexible household setup
Inviting another household member is still encouraged, but it’s no longer something users have to do immediately. A new Skip for now option allows people to continue at their own pace and invite someone later.
Faster, more reliable pages
Accounts, Documents, Notes, Contacts, and the Dashboard now update more smoothly, with fewer unnecessary reloads, flashes, and interruptions.
Improved search across oneplace
Search has been refined across the Dashboard, Accounts, Documents, Notes, and Contacts, with clearer results, consistent controls, and smoother page behavior while filtering.
More consistent navigation
Adding accounts and documents now follows a more predictable flow, and several unexpected jumps and scrolling issues have been removed.
Better note editing
Notes now provide clearer autosave feedback, and returning from a new note takes users back to the Notes page rather than unexpectedly returning to the Dashboard.
A more polished Contacts experience
Contacts are easier to search, add, and manage, with clearer empty states and improved navigation between contacts and related accounts.
Small details, big difference
We’ve also refined loading states, success messages, buttons, search fields, and page transitions throughout the app. These may be small changes individually, but together they make oneplace feel calmer, faster, and easier to trust.
July 7 2026
General improvements, fixes & refinements
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Refined Account search to include out of category accounts in filtered list.
July 6 2026
General improvements, fixes & refinements
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Redesigned loading bar on Dashboard to be more prominent.
June 26 2026
General improvements, fixes & refinements
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Added contact-aware Family Readiness recommendations.
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Improved Contacts with click-to-call, click-to-email, click-to-map, and click-to-website links.
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Added address and website support for important contacts.
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Added smarter category-based placeholders to make contact entry easier.
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Improved edit behavior with disabled Save until changes are made.
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Added quick links from readiness checks directly to the relevant section of oneplace.
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Polished contact card spacing, icons, and account-linked insurance contacts.
June 19 2026
New feature
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Introduced a new Family Readiness section to help households understand how prepared they are at a glance.
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Added readiness status levels including Getting Started, Making Progress, Building Confidence, and High Confidence.
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Added readiness checks for estate documents, insurance information, household instructions, and household access.
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Added an Areas to Improve section that highlights missing information and suggests next steps.
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Added helpful tooltips throughout the Family Readiness page to explain readiness concepts and requirements.
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Added quick links from readiness checks directly to the relevant section of oneplace.
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Enhanced Documented Assets with direct links and explanations for Banking, Property Assets, and Retirement & Investments.
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Clarified that banking accounts are documented for household awareness and are not intended for daily balance tracking.
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Refined Property Assets to include only assets with documented values.
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Added links and explanations to the Monthly Commitments section for Utilities, Insurance, and Subscriptions.
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Improved overall navigation and consistency across the Family Readiness experience.
June 18 2026
General improvements, fixes & refinements
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Added account counts alongside asset categories for better visibility.
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Replaced the Insurance Coverage summary with a new Family Readiness section.
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Family Readiness now highlights Estate Documents, Insurance Policies, Critical Notes, and Household Members.
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Added direct links from Family Readiness items to the relevant areas of the app.
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Improved confirmation for Sign in button.
June 16 2026
General improvements, fixes & refinements
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Added a Financial Overview page showing household assets and monthly commitments.
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Introduced asset tracking for banking, property, and retirement accounts.
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Added Property Types to distinguish assets (homes, land, rentals) from services (HOA, waste collection, landscaping, etc.).
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Improved account editing with clearer save confirmation and success feedback.
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Added missing-value detection to help complete financial records.
June 15 2026
General improvements, fixes & refinements
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Improved onboarding flow when no payment source exists.
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Added direct shortcut from bills to create a linked bank account.
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Reduced setup friction for first-time users.
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Added clearer insurance field labels for easier review and maintenance.
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Added Retirement & Investments as a separate account category.
June 12 2026
General improvements, fixes & refinements
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Added 'Retirement & Investments category' to Account types.
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Improved account form guidance with contextual help tooltips.
June 11 2026
General improvements, fixes & refinements
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Improved confirmation of Account added.
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Added Sem-annual billing option to Payment frequency dropdown in Add Account form.
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Improved headings for Add Account & Edit Account sections.
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Added an 'Add Account' button list view of accounts for easier access.
June 10 2026
General improvements, fixes & refinements
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Added names and status indicators.
June 8 2026
General improvements, fixes & refinements
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Added Help & Information center inside app. ? icon added to main menu.
June 5 2026
General improvements, fixes & refinements
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Moved Close button on the Edit Account form to be included in the same row as Save/Mark as cancelled button (previously 'Cancel account').
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Improved wording for the Mark as cancelled confirmation popup.
June 1 2026
Official launch day of oneplace
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oneplace has officially launched and is now open to the public.
May 29 2026
General improvements, fixes & refinements
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Added secure Stripe Checkout for new subscriptions.
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Added Stripe Customer Portal so users can manage billing, cards, invoices, and cancellations.
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Added subscription syncing between Stripe and Supabase.
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Added household-based access, so invited household members are covered by the owner’s subscription.
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Added a small billing status indicator inside the app.
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Improved household member display names so members appear by name instead of generic labels.
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Improved long-running invite experience without hiding member details
May 28 2026
General improvements, fixes & refinements
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Integrated Stripe subscriptions into oneplace
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Added secure Stripe checkout flow
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Connected Stripe webhooks to the app backend
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Successfully completed end-to-end subscription testing in development
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Added Supabase subscription persistence for real user billing state
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Added dismissible pending household invite guidance card
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Improved long-running invite experience without hiding member details
May 27 2026
General improvements, fixes & refinements
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Refined Dashboard progression from onboarding → shared household guidance
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Added intelligent “Next Recommended Action” lifecycle states
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Introduced household invite encouragement after core setup completion
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Added pending-invite awareness to prevent repeated invite prompts
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Improved shared-household experience with calmer dashboard messaging
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Added “You” member indicator for clearer household identity
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Reduced repetitive onboarding prompts and improved dashboard pacing
May 26 2026
General improvements, fixes & refinements
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Weekly household digest email system is now fully working in production with real multi-user household delivery
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Added protected Vercel cron scheduling for automated weekly digest emails
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Refined first-time Dashboard onboarding flow with a stronger “Next Recommended Action” experience
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Added a graceful onboarding handoff flow that gently steps back once a household is fully set up
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Fixed multiple Dashboard consistency issues between Checklist, Preparedness score, coverage pills, and next-action guidance
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Improved onboarding reassurance and clarity with calmer billing guidance and reduced repetitive prompts
May 22 2026
General improvements, fixes & refinements
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Built and polished oneplace’s weekly household digest email system
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Added real overdue and due-soon billing detection tied to household account data
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Fixed household-scoping bug so digests only reflect the correct household
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Synced digest logic with the Accounts page for consistent counts and billing status
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Added multi-household-member email delivery using real authenticated Supabase users
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Improved digest UX with calmer messaging, smarter CTA flow, overdue highlighting, and “and more…” handling
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Added direct deep-linking from digest emails into household account review screens
May 21 2026
General improvements, fixes & refinements
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Improved onboarding and shared household experience
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Verified production email infrastructure for account invites and future updates
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Refined member management and household collaboration experience
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Improved overall reliability and confidence of the platform experience
May 20 2026
Mobile app improvements, fixes & refinements
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Fully optimized the Accounts page for mobile with responsive stacked layouts and improved touch spacing
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Fully optimized the Documents page for mobile with cleaner action alignment and improved readability
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Improved mobile usability across the app with calmer spacing, better hierarchy, and more comfortable navigation
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Refined responsive behavior for account and document action controls to prevent cramped layouts on smaller screens
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Improved overall mobile consistency between Dashboard, Accounts, Documents, Notes, and Checklist experiences
May 19 2026
General improvements, fixes & refinements
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Improved onboarding progression and post-setup guidance flow
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Added softer “Household setup” recommendation after ~70% preparedness
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Household members dropdown now opens directly from onboarding CTA
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Refined early-alert suppression to avoid overwhelming new users
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Improved wording across onboarding and next-step recommendations
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Added clearer account-access/login information fields and labels
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Fixed utility onboarding progression conflict after adding utility accounts
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Refined Notes/Instructions workflow from Dashboard alerts
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Household Alerts “Add instructions” now opens directly into note editor
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Continued mobile and UX consistency polish
May 18 2026
General improvemets & refinements
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Improved household/account review workflow with clearer filtered review flows
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Added contextual review banners and softer maintenance messaging throughout Dashboard + Accounts
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Refined account review badges/actions (“Review suggested”, “Mark as checked”)
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Improved empty states for Accounts, Documents, and Notes with clearer onboarding guidance
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Polished mobile navigation/header behavior for iPhone responsiveness
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Fixed mobile menu/header layout issues
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Improved loading-state consistency
May 15 2026
May 14 2026
May 13 2026
General improvemets
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Improved dashboard preparedness and household coverage tracking
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Improved household member visibility and collaboration cues
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Added smoother guided navigation from dashboard recommendations
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Refined dashboard alignment, spacing, and visual polish
General improvemets
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Added a new Medical category for documents and household coverage tracking
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Improved the Coverage section on the dashboard with grouped “Protected” and “Managed” areas
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Added clearer visual styling for Medical and Credit Card coverage badges
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Added a Cancel button to the document upload form
General improvemets
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Improved account search behavior
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Added better save feedback when creating accounts
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Recent Activity now includes all notes
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Smoothed scrolling when searching accounts
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Improved invite/join reliability