Key Takeaways
- Custom AI dashboards are being presented with clearer informational labels and review expectations
- Bank connection copy now emphasizes supported institutions where available rather than universal coverage
- The budget view preview is focused on clearer budgeted-vs-spent review
- Import and export workflows include clearer verification expectations before tax or accounting use
Custom AI Dashboards
This is the big one in the public preview. You can ask Bernli's AI to build a custom dashboard for review.
Want a view that shows your dining spending this month compared to last month, alongside your grocery budget progress and upcoming bills? Just describe it. The AI can generate a dashboard with charts and tables grounded in your data, with results to verify.
Dashboards are designed to stay editable after creation. Review the data, adjust widgets, and keep AI-generated summaries in the context of your own records.
Clearer Bank Connection Language
We are refining how we describe bank connections. The public positioning now emphasizes:
- Supported Canadian institutions where available through Plaid
- Clearer caveats that not every institution, account type, or card is guaranteed
- Security and privacy links before users connect sensitive data
- Import alternatives for statements, receipts, or CSV files where manual review is needed
Redesigned Budget View
The budget preview focuses on clearer review. Key elements:
- Progress bars now show spent vs. budgeted with clear color coding (green = on track, amber = approaching limit, red = over budget)
- Category grouping — budgets are organized by group (Housing, Food, Transport, etc.) with collapsible sections
- Category context — review the budget category before changing targets
- AI-generated draft amounts — treat draft amounts as a starting point to verify
Import and Export Review
Import and export workflows are useful, but they need review. CSV or statement data can help with:
- Tax preparation
- Sharing with an accountant
- Custom analysis in a spreadsheet
- Migrating data to another tool
Before relying on exported or imported data for tax, accounting, or legal purposes, verify the records and consult a qualified professional where appropriate.
What's Next
We're continuing to improve shared household budgeting, AI categorization review, bank-connection clarity, and bilingual product copy. See the new Budgeting App Canada, Bank Account Sync Canada, and AI Spending Summaries guides for the current positioning.
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