Boldin AI can now propose changes to your plan based on what you tell it. Instead of navigating to a specific section and manually updating a field, you describe a change in your financial life — a new income source, a revised retirement date, a shift in expected spending — and the AI identifies the relevant plan inputs and proposes the corresponding updates.

You review every proposed change before anything is saved. Nothing updates without your explicit confirmation. You are always in control of what goes into your plan.

The Document Vault is currently in beta and available to PlannerPlus members opted into Boldin's beta program. To enable beta features, go to your Profile (top right) → Account settings → Beta and toggle it on.

Step 1 — Open Boldin AI

Navigate to Boldin AI in your PlannerPlus account. [Confirm nav path] ⚠

Step 2 — Tell the AI what changed

Describe a change in your financial situation in plain language. You don't need to use specific field names. Examples:

Step 3 — Review the proposed changes

Boldin AI identifies the plan inputs that correspond to what you described and proposes specific updates. You'll see exactly what the AI is proposing — the field, the current value, and the proposed new value — before anything is applied.

Step 4 — Confirm or decline

Review each proposed change. Confirm the ones that are correct. Decline or adjust any that aren't. Nothing saves until you explicitly confirm it.

Step 5 — See your updated plan

Once confirmed, your plan updates immediately and your projections recalculate. The conversation continues — you can ask the AI to explain what changed, run a scenario, or make additional updates.

Boldin AI can propose updates to any plan input field it can read — including:

What if the AI proposes something incorrect?

Decline it and rephrase your description. The AI will generate a new proposal.