Allow users to set a preferred default date range – such as month-to-date (MTD), last 30 days, or current month – for spending reports and insights views. Currently the app defaults to a fixed window and users must manually reselect their preferred range each time they open the reports section. A persistent default preference would […]

Users are requesting the ability to connect their &Partners Wealthscape brokerage/investment accounts (mystreetscape.com) to Piere for automatic balance and transaction syncing. This institution is not currently supported via Plaid. Adding support would allow users to track these accounts alongside their other financial accounts in Piere.

Allow users to connect their Public.com investment accounts to Piere for automatic balance and transaction syncing. Public is a popular commission-free investing platform and users currently have no way to connect it after the MX provider transition. A manual account is the only current workaround.

On the desktop/web version of Piere, the transaction table columns do not size efficiently to their content. For example, the Date column takes up far more space than needed, while the Merchant Name column is often too narrow to display full merchant names – even in full-screen mode. It would be great to have either […]

Currently, the all-time spending breakdown in Piere reflects the full history of tracked transactions. For some users, this creates a confusing picture – for example, when historical refunds or credits outweigh spending, the all-time total can appear negative even though the math is technically correct. It would be helpful to have the ability to: – […]

Users with home mortgages through New American Funding are unable to connect their account automatically. Previously supported via MX, New American Funding is not currently available on Plaid. Users would like to see this institution supported so their mortgage balance and payment history can sync automatically within Piere. Adding support for New American Funding would […]

Add support for connecting Gusto 401k accounts directly in Piere. Gusto recently migrated their 401k product from Guideline to an internal platform, and users who previously tracked this account are now unable to connect it. Supporting this integration would allow users to automatically sync their Gusto 401k balance and transactions alongside their other accounts, giving […]

Users are requesting the ability to connect Concora Credit accounts to Piere for automatic balance and transaction tracking. Concora Credit offers consumer credit products and users would benefit from being able to monitor their balances and transactions within Piere alongside their other accounts.

Users are requesting the ability to connect their OpenSky credit card account to Piere for automatic transaction syncing and balance tracking. OpenSky is a secured credit card used by many users building or rebuilding credit. Adding support for OpenSky on Plaid would allow these users to track their spending and balances alongside their other accounts […]

When viewing untracked or uncategorized budget categories, users should be able to tap or click into that category to see the individual transactions that fall within it, and recategorize them directly from that view – without having to navigate away to a separate transactions screen. This would make it much faster to manage miscategorized or […]

Please add support for connecting PwC Benefits Connect accounts (powered by Alight) to Piere. This is a benefits and retirement account portal used by PricewaterhouseCoopers employees, providing access to accounts such as 401(k) Savings Plans, Wealth Builder Plans, and Retirement Benefit Accumulation Plans (RBAP). Users with significant retirement savings held in these accounts currently have […]

Canadian users are requesting the ability to connect their President’s Choice MasterCard (PC Financial) to Piere for automatic transaction syncing and balance tracking. PC Financial is a widely used Canadian credit card issued by CIBC under the President’s Choice brand. Without a direct connection, users must track this account manually. Adding support for this institution […]

Treasury Direct (treasurydirect.gov) is migrating its login system to ID.me for identity verification. This change has broken automated aggregation through data providers like Plaid, as ID.me’s verification flow is not compatible with standard bank connection methods. Users are requesting that Piere support Treasury Direct connections once the migration is complete and Plaid has updated its […]

Currently, the biometric login session timeout options are limited. Users would like more flexibility in how long the app stays authenticated before requiring Face ID / Touch ID / fingerprint again – for example, options like 4 hours or 8 hours in addition to the current shorter intervals. This would reduce friction for users who […]

Users with New York 529 College Savings Program accounts are unable to connect them automatically to Piere. This institution is not currently supported via Plaid, so users cannot track their NY 529 balances and transactions alongside their other accounts. Adding Plaid support for the New York 529 College Savings Program would allow users to automatically […]

Users with a mortgage serviced through MortgageQuestions.com (mortgagequestions.com) are unable to connect their account automatically in Piere via Plaid. This institution is not currently supported, requiring users to track their mortgage balance manually. Having automatic sync for this mortgage servicer would allow users to get a complete and accurate net worth view without manual updates.

The current budget creation flow requires navigating through multiple screens, including a “what do you want to prioritize” step that many users find confusing or unclear. A simpler, more straightforward path to creating a budget would make the feature more accessible – ideally letting users set up a basic budget without having to understand or […]

Add a simple bar chart view showing total spending by month, similar to what Mint offered. The current spending insights page can feel overwhelming for users who just want a clean, at-a-glance view of how much they spent each month and whether it’s trending up or down. A straightforward month-by-month bar chart would make it […]

Users with accounts at United Community Federal Credit Union (https://www.unitedcommunityfcu.org) are requesting the ability to connect their accounts to Piere for automatic balance and transaction syncing. This institution is not currently available via Plaid, making it impossible to link accounts for automatic tracking. Adding support would allow members to include their checking, savings, and loan […]

Users with accounts at The Standard (standard.com) – an insurance and financial services provider – are requesting connectivity to track their balances and transactions in Piere. The Standard was previously available via MX, but is not currently supported with full transaction data on Plaid. Adding support for The Standard would allow users to track retirement, […]

Users are requesting support for OCCU (Oregon Community Credit Union) so they can connect their accounts to Piere for automatic transaction syncing and balance tracking. OCCU was previously supported via a legacy data provider but is not currently available through Plaid. For users whose primary banking is with OCCU, this is a critical missing connection […]

Users with Virginia 529 College Savings Plan accounts (invest529.com) are unable to connect them automatically to Piere. This institution is not currently available via our data provider. Supporting this connection would allow Virginia 529 account holders to track their college savings alongside the rest of their financial picture in Piere. In the meantime, users can […]

When using a manually tracked account (such as a Cash account), users can currently only adjust the overall account balance. There is no way to create individual transaction records that show up in the transaction history for that account. Users want to be able to log individual cash spending entries – for example, recording a […]

Allow users to set one total budget at a parent category level (e.g., “Total Food”) that covers all subcategories (Groceries, Restaurants, Food & Dining, etc.) without requiring a fixed allocation to each subcategory in advance. Today, budgeting at the subcategory level forces users to decide upfront how much to assign to Groceries vs. Restaurants vs. […]

When users manually transfer money to a savings account, those transactions are currently categorized as “Transfer” – the same category used for all other account-to-account transfers. This makes it difficult to distinguish intentional savings contributions from other transfers, and means savings activity isn’t reflected in savings tracking or goals. A dedicated “Savings” category (or sub-category […]

It would be useful to be able to customize the order of columns in the Transactions view on the web version of Piere. For example, being able to place merchant name and amount side by side makes it easier to scan and review transactions at a glance. A drag-to-reorder or column settings option would make […]

Allow users to manually enter transactions before they post to their bank – such as paper checks, scheduled bill payments, or any payment that takes time to clear – and have those manually entered transactions automatically match and reconcile with the corresponding transaction when the bank pulls it in. This would give a more accurate, […]

Different screens in Piere use different labels to refer to the same thing – connected bank accounts and financial institutions are variously called “Banks,” “Accounts,” and “Institutions” depending on where you are in the app. For example, onboarding instructs users to add “Accounts,” but other screens group them under “Banks.” This inconsistency makes the app […]

Allow users to exclude specific accounts from the transaction feed and financial reports (budgets, spending summaries, trends, etc.) without fully removing or hiding the account from the app. This would be useful for users who track accounts on behalf of family members or other people, where those transactions shouldn’t count toward their own spending or […]

Users with Ohio CollegeAdvantage 529 college savings accounts are unable to connect them automatically to Piere, as this institution is not currently supported via Plaid. This makes it impossible to track 529 balances alongside other accounts in Piere. Supporting Ohio CollegeAdvantage (Ohio Tuition Trust) would allow users to automatically sync their 529 college savings balances […]