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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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0 votes

Add Optum Financial (ConnectYourCare) institution connection

Users would like to connect their Optum Financial (formerly ConnectYourCare) HSA/FSA accounts to Piere for tracking. Optum Financial is a major health savings account (HSA) and flexible spending account (FSA) provider. Connecting these accounts would allow users to see their HSA/FSA balances and transactions alongside their other financial accounts in Piere. Optum Financial is accessible […]

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1 vote

Calculated monthly average for budget categories over a custom time period

When setting a monthly budget for a category, it would be helpful to see a calculated average of actual spending in that category over a selectable time period – for example, the last 3 months, 6 months, year-to-date, or the past year. This would make it much easier to set realistic budget targets based on […]

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0 votes

Option to hide transaction amounts in push notification previews

Allow users to receive Payday Alerts (and potentially other financial push notifications) without displaying the dollar amount in the notification preview text. This would let users stay informed about financial events without exposing sensitive balance or income information on their lock screen or notification shade in public or shared environments. A simple toggle in notification […]

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1 vote

Cash flow forecasting with shortfall alerts

Add a cash flow forecasting view that projects account balances over the next 90 days (or a user-defined horizon) using recurring income, recurring bills, subscriptions, and budget allocations. Key capabilities requested: – Pull in known recurring income and expenses automatically to build a forward-looking cash flow timeline – Alert the user when a projected balance […]

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0 votes

Subscription reward / cashback program to offset monthly costs

Users who participate in engagement programs like Daily Digs to earn monthly credits toward their subscription are looking for a way to continue offsetting their subscription costs if Daily Digs or similar features change or become unavailable. A dedicated rewards or cashback mechanism – such as earning credits toward subscription fees by completing in-app activities […]

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0 votes

Simplify the app's user experience and reduce visual complexity

Some users find the app’s interface busy or overwhelming, and would like a simpler, more streamlined user experience. This could include reducing visual clutter on key screens, surfacing only the most essential information by default, and offering a “simplified” or “minimal” view mode. A cleaner, more focused UI would help users navigate the app with […]

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0 votes

Copy budget to other months

Allow users to copy a budget they’ve built in one month and apply it to other months – both past and future – without having to manually rebuild each month from scratch. This would make it much easier to retroactively track spending categories across a full calendar year, or to quickly set up consistent monthly […]

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0 votes

Debt payoff planner with avalanche and snowball methods

It would be great if Piere included a built-in debt payoff planner that supports both the avalanche method (paying off highest-interest debt first) and the snowball method (paying off smallest balance first). Users could enter their debts, choose a strategy, and see a projected payoff timeline along with total interest savings. This would help users […]

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0 votes

Merchant filter: replace endless scroll list with searchable text input

When filtering transactions by merchant, the current UI presents an endless scrollable list of all merchants. This makes it difficult to quickly find and select a specific merchant, especially for users with a large number of unique merchants in their history. The request is to replace (or supplement) the scrollable list with a text input […]

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1 vote

Edit and delete custom tags and category names

Allow users to edit and delete custom tags and category names they have created – both in bulk and on individual transactions. Currently, once a tag or custom category is created, there is no way to rename or remove it if it was added incorrectly (e.g. due to a typo). Adding edit and delete functionality […]

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0 votes

Option to hide emojis next to category names

It would be helpful to have a setting to hide or disable the emojis that appear next to category names throughout the app (e.g. in transaction lists, budget views, and reports). Some users prefer a cleaner, text-only display without icons. A toggle in the app’s display or preferences settings would allow users to choose their […]

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0 votes

Referral program – share Piere with friends

Users would like the ability to refer friends to Piere through a personal referral code or shareable link. A referral program could allow existing users to invite friends to join the app, potentially with incentives for both the referrer and the new user. This would make it easier to share Piere with people in your […]

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0 votes

Simplify and improve the Plaid account migration/transfer flow

The current workflow for migrating or transferring accounts to Plaid in the iOS app involves too many screens, unclear instructions, and a manual account-matching step that many users find overwhelming or confusing enough to abandon entirely. Key improvements requested: 1. Smarter automatic account matching – if the last 4 digits of an account number match, […]

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0 votes

Add transaction amount as a criterion in auto-categorization rules

Currently, transaction rules for auto-assigning categories are limited to criteria like merchant name. This request is to add transaction amount (or amount range) as an additional matching criterion. This would be especially useful for cases where the same merchant (e.g., Venmo) is used for multiple types of spending at fixed amounts. For example, a user […]

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0 votes

Support for Aven credit card connection

Users are requesting the ability to connect their Aven (aven.com) credit card account to Piere for automatic transaction syncing and balance tracking. Aven offers a home equity-backed credit card product that is not currently supported as a linkable institution. Adding support for Aven would allow users who hold this card to track their spending and […]

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0 votes

Support Ramp as a connected institution

Allow users to connect their Ramp account to Piere so that transactions from Ramp corporate cards and expense management accounts can be synced automatically. Ramp is widely used by small businesses and nonprofits, and being able to track Ramp transactions alongside personal and business accounts would make Piere a more complete financial picture for many […]

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1 vote

Merchant name normalization for cleaner transaction display and filtering

When transactions are imported from banks and card networks, the raw merchant description string (e.g. “GUITARCENTER.COM CALL CT”) is often displayed as-is in the Merchant field. Other financial apps normalize these strings to clean, recognizable merchant names (e.g. “Guitar Center”). Improving merchant name normalization would make it easier to: – Identify transactions at a glance […]

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1 vote

Hide or remove sub-categories from transaction category picker

Users should be able to hide or remove specific sub-categories from the transaction category picker so they don’t accidentally use the same sub-category name under different parent categories. Currently, some sub-category names (like “Groceries”) appear under multiple parent categories (e.g., both “Groceries” and “Food and Dining”), which can lead to transactions being split across duplicate […]

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1 vote

Include Transfer transactions (e.g. mortgage payments) in the Budget screen

Currently, transactions categorized as “Transfer” – such as automatic mortgage payments – are excluded from the Budget screen. This means large recurring expenses like mortgage payments are invisible in budget tracking, even though they are a significant monthly outflow. It would be very useful to have the option to include specific Transfer-type transactions in the […]

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0 votes

Shared household / family access – invite a partner or spouse

Allow users to invite a spouse, partner, or family member to access the same Piere household. This would enable couples or families who share bank accounts and finances to both have their own login while viewing and managing the same connected accounts, transactions, budgets, and net worth data together. Currently, each user must create their […]

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0 votes

Mark accounts as closed / archived

When a loan or account (e.g., a mortgage that has been sold or paid off) is no longer active, there is currently no way to mark it as closed or archive it. These accounts continue to appear as disconnected in the institutions list, creating clutter and confusion. It would be helpful to have the ability […]

0 comments
2 votes

Email notifications for upcoming bills and recurring expenses

It would be useful to receive email (or push) notifications when a bill or recurring expense is coming due. Users could opt in and choose which bills or subscriptions they want to be alerted about, and how far in advance. This would help users stay on top of due dates without having to open the […]

0 comments
1 vote

Attach screenshots when submitting in-app feedback

When using the “Contact the Team” feedback form on the web version of Piere, there is currently no option to attach a screenshot or image. Adding the ability to attach screenshots would make it much easier for users to show exactly what they’re seeing when reporting a bug or issue, leading to faster and more […]

0 comments
2 votes

Delete or remove custom sub-categories

Users who create custom sub-categories in Piere currently have no way to remove or delete them if they were added by mistake or are no longer needed. It would be helpful to have a “Delete” or “Remove” option on custom sub-categories, similar to how custom categories can be managed. This would help users keep their […]

0 comments
1 vote

Custom account sort order in Net Worth view

Allow users to set a persistent, custom sort order for their accounts in the Net Worth view. Currently, accounts may appear in a different order each session, making it difficult to reference balances in a consistent way across external tools or workflows. A static, user-defined ordering would let users quickly find and reference account balances […]

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0 votes

Support passwordless card connections (e.g. cards using app-only authentication)

Some modern fintech cards (such as those issued through partners like Evolve Bank & Trust) operate without traditional usernames and passwords – authentication is handled entirely through their mobile app rather than credential-based login. This makes it impossible to connect these accounts through standard Plaid or MX bank-linking flows, which require credentials to authenticate. It […]

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0 votes

Support for 530(a) "Trump Accounts" (MAGA child savings accounts)

With the introduction of 530(a) “Trump Accounts” (also known as MAGA accounts – Money Account for Growth and Advancement) through recent US legislation, users are asking to connect and track these new tax-advantaged child savings accounts in Piere. This would involve adding support for 530(a) account types in Piere’s account classification system and enabling connections […]

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0 votes

Allow negative budget categories to carry over multiple months

Currently, when a budget category goes negative (overspent), the deficit is limited to a single month and does not roll forward into subsequent months. Users want the ability to have negative budget balances extend beyond one month – similar to how positive rollover budgets carry a surplus forward. This would give a more accurate picture […]

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0 votes

Privacy screen when switching apps or returning from background

When switching between apps or returning to Piere after it has been left open in the background, the app should display a privacy screen (e.g. a blurred or opaque overlay) to prevent sensitive financial information from being visible in the app switcher or to bystanders. This is a common privacy feature in banking and finance […]

0 comments
1 vote

Import individual blockchain wallet addresses (self-custody / on-chain wallets)

Allow users to track self-custody cryptocurrency wallets by importing a blockchain wallet address (e.g. an Ethereum or Bitcoin public address) directly into Piere, rather than only being able to connect through a centralized exchange (CEX) like Coinbase or Kraken. This would let users who hold crypto in hardware wallets, MetaMask, or other non-custodial wallets see […]

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