v1.8.4

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Release overview

This release helps users make decisions from the information already available to them and continue work they have saved. Coach distinguishes known bank balances and spending from information still needed for a decision, while Project task content and completion state remain available after refresh and sign-in. Smaller improvements make Daily Briefings, financial reports and business profile editing clearer.

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Breaking changes

None.

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Deprecations

None.

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Fixes

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Coach

Coach grounds spending guidance in the available bank balance, currency and reporting date, with clear limits around unknown commitments, reserves and expected returns. Spending-peak explanations use supporting transaction detail where available. Coach summarises recorded spending by category, with dates, currency and clear limits on what the figures represent. Help with Coach, Money, Growth and Projects follows the documented product workflows, with specific limitations when instructions are unavailable. Relevant answers also respect the business’s available background, country and currency, alongside configured partner tone and referral rules. Safety boundaries remain part of the conversation: Coach provides guidance rather than taking account actions, protects sensitive credentials, and includes professional-advice limitations where relevant. Daily Briefings adapt their layout to the available highlights. Two-card briefings use balanced columns on desktop and stacked cards on mobile; when there is nothing new to flag, Coach shows a simple greeting and invitation to ask a question. A desktop Daily Briefing with three available highlights and suggested follow-up questions.

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Money and reports

Newly generated financial reports identify the currency on the Recorded cash movement chart in both the report and its PDF. Previously saved reports keep their original presentation. The estimate below Balance appears when there is enough information to calculate it. Weekly market intelligence also uses consistent rounded callouts for supporting insights.

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Projects

Saved task text and completion state remain available when users refresh a Project or sign out and return. Newly generated Project, phase and task titles follow sentence case while preserving names and acronyms; existing saved or user-edited titles are unchanged.

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Business profile

Users can enter their own sector in Settings, including sectors such as Manufacturing, using the same free-text approach as onboarding. Existing custom sector values are preserved.

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Compatibility

Existing hosted v1.8 integrations remain compatible. No API, client-code or partner configuration migration is required for the hosted integration.

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Support

Read the updated Coach guide, Money guide, Growth guide and onboarding guide. Questions about this release or integration: support@narrativebanking.com SDK documentation: docs.narrativebanking.com