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Feature Requests

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

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2 votes

Mark transactions as reviewed

I'd like a 1-tap action to mark a transaction as reviewed. I struggle to know where I left off the last time I reviewed everything, and pending transactions can end up showing below/older than something I've already reviewed. Tags could assist with this, but I think it's just too many clicks to do that for every […]

Planned 0 comments
2 votes

Have credits display as green colored text

I'd like to have credits to my account display as green colored text. This would make it easier to quickly see incoming vs outgoing funds.

Planned 0 comments
1 vote

Notify re: Account Connection Status

Put connection statuses next to accounts in the Growth tab. Do not remove accounts. Automatically attempt reconnection. Attempt reconnection for multiple accounts at once. Goal: keep me informed and up-to-date regarding my accounts and net assets.

Planned 0 comments
2 votes

Piere for Web – Sort Institutions

The list of institutions currently does not appear to have any reason for the display order. Would be nice to have an option to sort the institutions alphabetically.

Planned 0 comments
6 votes

Swipe through budget

I often want a quick look at how I'm doing throughout the months. Currently on the monthly budget screen the month has to be selected from a drop-down. Would be nice to be able to swipe the screen right or left to flip through the months.

Under Review 0 comments
2 votes

Digs question/answer history?

Remember what we learned? Fun facts and trivia like average household energy spend to flex on our fiscally less educated peers

Under Review 0 comments
3 votes

Change up the view of the budgeting window

I like how the budgeting window is so far, but to make it MUCH more usable, please consider updating the style to Mint. I loved how easy it was to set up the budget and ESPECIALLY the cash flow per month. Although I like the pie chart for spending, I feel like a great addition […]

Under Review 0 comments
3 votes

Add support for MFA in web-based Piere

Give the user the ability to configure multi-factor authentication (MFA) in settings similar to Empower or Monarch Money.

Planned 0 comments
22 votes

Split Expense on Web

The ability to split an expense between categories on the web version.

Planned 0 comments
16 votes

Search by Amount

The abilility to search for a transaction by just entering the amount in the search bar at the top. The "Select Amount" filter currently doesn't seem to work. However, even if it did work, that creates extra steps vs just being able to type in the amount you are searching for in the search bar like […]

Planned 0 comments
13 votes

Multi Currency

PLEASE add support for manual cash accounts in multiple currencies. This is a feature that a lot of budgeting apps have, but they are not as well designed or functional as Piere. Until Piere includes this feature I am stuck using multiple apps.

Under Review 0 comments
2 votes

Connect the Dub investment account app to piere

I recently opened a dub app investment account and wanted to add it to piere so I could track all accounts. but notice you don't have that as an account to add… can this be done?

Under Review 0 comments
30 votes

Opt into Budget Categories rather than shown every sub-category

When setting budget, I would like the option to opt into which categories to track instead of tracking all 500 sub-categories. I only want to track my spending for 3 main categories since they consume the most spend. I don’t care about the remaining small dollar categories (ex public transit budget varies from 10-20). So […]

Under Review 0 comments
6 votes

Sticky filters

When filtering in the reporting tab I would like the filters to stay when navigating between tabs and back to reporting. Also it would be nice to see the same filter applied to the widget on the home page. For example I would like my reports to show MTD by default always instead of previous […]

Under Review 0 comments
7 votes

Ability to Turn Off Pending Transactions

I saw a previous thread explaining why you can't modify the category on a pending transaction which makes sense. But since the pending transaction auto categorizes itself sometimes to the wrong category, you get email notifications about budget overages and also when you check your budget (ie. "What do I have left in my food […]

Under Review 0 comments
7 votes

Better Less Frequent Notifications

Have notifications trigger only when a transaction triggers it. NOT every day that a budget is over. For example, if my rent is due on the 1st. I'll get an email every single day telling me I'm more than 80% to my budget for rent. Multiply that by all your budget lines then by end of […]

Planned 0 comments
3 votes

Renamed subCategories not updating with rulesub

So I renamed a subcategory from OLDNAME to NEWNAME. It seems that any rules set to categorize the transaction to the OLDNAME remains at the OLDNAME instead of updating to the NEWNAME. It would be nice to have the rule to automatically update with the renamed change. I am sure this would be easier once […]

Under Review 0 comments
6 votes

Data uploader for large edits

The app is very clunky and the website is clearly a ways off. The "edit all" feature only does so much. A data loader – allowing us to load the CSVs from our accounts to build a history, or manage large edits.

Under Review 0 comments
10 votes

Modifications to pending transactions

Often I will go to modify a transaction after I make it while it is still pending, but I am unable to edit it (because it is pending). By the time it posts, I have forgotten about it. This negatively affects the precision of my monthly and yearly historical budgets. I understand there would need […]

Under Review 0 comments
4 votes

Better description for Fidelity Investments and Schwab transactions

Many my Fidelity Investments transactions, just say "Fidelity" or "Charles Schwab". I have to open it to see the description (e.g. "You BOUGHT XXX" "You SOLD XXX". be nice to have a more descriptive title for us to scan through without the need to open the full transaction detail

Under Review 0 comments
23 votes

Choose main category for transaction

For some transactions, I prefer to use the main category (eg, “travel”) instead of the granular subcategories. It would be nice to be able to select the main category for a transaction, and also set budget numbers at this level too

Planned 0 comments
8 votes

Different app icon options

The ability to change the app icon. Different colors and/or designs. Ability to follow phone system light/dark mode

Under Review 1 comment
3 votes

Edit missing institution / missing account name

I created a transaction but did not put the institution/account because I still had to add it to the list. There could be an option to add it while creating the transaction, but my current issue is that after I added the account, I cannot go back and edit the institution/account in the transaction details.

Planned 0 comments
10 votes

Manually add crypto

adding crypto with the current price listed

Under Review 0 comments
5 votes

Rename future transactions automatically

When I rename a transaction and choose ‘Apply to all’, it would be helpful if future transactions with the same name were also renamed.

Under Review 0 comments
13 votes

Apple Card Support with new iOS APIs

The new iOS APIs for Apple Card allow iOS users to download their Apple Card transactions more often than once per month. Please look into using the new APIs for iOS users. Thank you!

Planned 0 comments