Assets & Accounts is now Banking
We renamed Assets & Accounts to Banking — same workspace, clearer name. Nothing has moved: your connected accounts and transactions are exactly where you left them.
Your estate’s operating account now has its own name and a permanent home in Banking: the LegacyVault card sits alongside your financial accounts so estate money is easy to tell apart.
Subscription Scan also got faster. Scans run in the background with live progress — leave the page and come back without losing your place — you can re-scan from your results anytime, and each scan reviews the last six months of saved transactions.
The Banking workspace is currently available in limited-access to select users (as of September 18, 2026). Add your name to the waitlist from the Banking workspace for early access.