What’s New:

• Contact Management with effortless import and seamless linking.

• Add additional authorized credit card users in Money category.

Manage contacts on desktop and mobile

We’re excited to announce an important addition to your Family Operating System®. This update provides brand new features for managing Contacts - your network of people and companies that help keep your household running.

You’ll find contacts at the bottom left navigation in our web app, or at the top right of your Browse page in our iOS app.

Use the new Contacts feature to build your list of important people and companies who set your household up for success. These could be brokers, agents, CPAs, lawyers, service companies, loved ones and more. Your contact list is instantly searchable, with easy forms for adding, deleting and updating the people and companies that you interact with.

Grow your contact list quickly by leveraging our import feature, allowing you to import vCard files from popular contact systems such as Google Contacts or Apple Contacts. On iOS, you can even import from your device contacts!

Linking contacts to other areas in Trustworthy is even easier. For example, when adding a tax return, you can pick any contact to link as the CPA who prepared the return. Any contacts labeled with a contact type of CPA, or that were previously linked to tax returns, will be promoted to the Recommended section of the list.

Not finding who you need? Don’t worry, you can add a new contact on the fly! Simply click Add new contact+ and fill in basic contact info and save. The new contact will immediately be linked.

Additional card holders on credit cards

In your money category, when you add a credit card you can now link additional card holders right from your contact list. This is key when other contacts like personal assistants are authorized on your card.

We're thrilled to share these updates with you and can't wait for you to try them out. Log in to our web app or update your iOS app to start adding contacts to your Family Operating System®.

Thank you for being a valued user of our Family Operating System®, and stay tuned for more exciting updates coming your way!