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Every conversation you have with the assistant is saved as its own thread. You can switch between threads, search them, rename them (web), and delete the ones you no longer need.

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Where to find your threads

On the web - threads live in the chat thread list. You can reach it from either chat presentation:
  • Inside the docked side panel alongside any app page (open the thread list from the side panel header).
  • On the full-page view (the thread list is a dedicated sidebar on desktop, a drawer on mobile).
Both presentations show the same threads. A change you make in one shows up in the other.On iOS - open the Assistant tab, then tap the history control in the toolbar. Threads appear in a sheet that slides up.
Threads are grouped by date - Today, Yesterday, Previous 7 days, Previous 30 days, and older threads by month name (or by This Week / This Month / older on iOS).

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Starting a new conversation

The assistant remembers context within a thread but starts fresh in a new one - useful when you switch topics.
  • Web - tap New chat in the thread list (full-page sidebar or side-panel header).
  • iOS - tap the edit (square-and-pencil) icon in the top toolbar of the Assistant tab.

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Switching between threads

Tap any thread row to load that conversation. The assistant picks up exactly where you left off in that thread - earlier messages, charts, and the conversation’s accumulated context.

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Searching your threads (web only)

The thread list on the web has a search input that filters threads by their title as you type. On desktop you can show or hide the search from the thread list header; on mobile it’s always visible. iOS doesn’t currently have an in-app thread search - use the thread groupings (Today / Yesterday / etc.) to find a recent thread, or open recent threads directly from the sheet.

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Renaming a thread (web only)

Each thread row on the web has a 3-dot menu with a Rename option. Pick it, type a new title, and confirm. Renaming a thread doesn’t change its content - just how it appears in the list. iOS doesn’t currently expose rename in the thread sheet.

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Deleting a thread

Deleted threads are removed permanently - they can’t be recovered.
  • Web - 3-dot menu on a thread row → Delete (a destructive red action; confirmation required).
  • iOS - swipe a thread row to the left in the sheet to reveal a delete action.

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Side panel vs full-page on web

The web has two ways to view a thread:
  • Side panel - docked alongside every app page, so you can ask a question without leaving Home, Spending, or wherever you are. Drag its edge to resize. Collapse and expand it from its header, and open it as the full page from there too.
  • Full page - the dedicated full-page view, opened from Assistant in the sidebar, or the Assistant tab on a phone.
Both views are synchronized to the same threads - the thread you open in one is the same conversation in the other.

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What’s stored

Threads keep:
  • Every message you sent and every response from the assistant
  • Charts, tables, and visualizations the assistant generated inline
  • The full conversation context the assistant uses while answering follow-ups
Threads persist across app launches.
If a thread is getting noisy or shifting topics, start a fresh one instead of pushing through - the assistant’s focus tends to be sharper in a clean thread.