Creating a manual budget with the ability to change dollar amounts and any time, good for tracking credit card paymens due and other bills directly coming out of your checking account so you can track payments due and cash flow

Add ability to add transaction rules based on original description. E.g. transactions from Fidelity brokerage account has original description, but the merchant is marked as Fidelity. So it is not easy to add rules based on that.

Add an option to display 50% value (or other %) for joint accounts so it reflects appropriately on net worth, budget, etc.

PROBLEM: When depositing cash from my Cash Wallet account to my bank account, I must manually create two separate transactions to maintain accurate balances: 1. The bank deposit (auto-imported, categorized as "Cash Spending Transfer") 2. A manual expense in Cash Wallet to reduce the cash balance by the same amount This creates duplicate work and clutters transaction history with […]

If I set a budget for August, it should not retroactively change the budgets I set for past months. Perhaps I got a new job and know I’ll be making more income. Perhaps my rent is going up, and I want to budget for that. Updating budgets to reflect my current situation shouldn’t impact my […]

When I earn more than I budgeted for, the bar at the top should be green. Yes, I’m “over” budget, but in a positive way.

Adding a way to connect federal student loans (e.g. GRADPlus loans, Stafford loans; mine are managed through Aidvantage specifically) and track repayment progress

zillow or red fin integration to be able to track real estate value in net worth

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.

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.

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.

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

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 […]

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

It would be much easier if you could start typing the name of the category you are wanting to use for a transaction in the category selector vs having to scroll through to find the one you want to use.

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

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 […]

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.

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?

Could YTD be added to the net worth graph?

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 […]

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 […]

a button to be able to refresh any account or all accounts at any time

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 […]

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 […]

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 […]

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.

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 […]

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

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