Piere imports transactions from two sources: your linked accounts (via our aggregation partners) and manual transactions you create in the app. Either way, you can customize a transaction’s merchant name, notes, category, tags, and attachments — all from the transaction’s Details screen.
Opening a transaction’s Details #
Tap any transaction anywhere you see one — in the Recent Transactions widget on Home, or on the Transactions tab (“See All ›” on the Home widget takes you there). The Details screen opens with everything editable in one place.
Merchant name #
Merchant names come from your bank and aren’t always the most readable. Tap the pencil icon next to the merchant name, type a name that makes sense to you in the Name field, and tap Save.
Notes and the original description #
Use the Notes field (pencil icon) to keep any free-text context on a transaction. If your bank supplied a raw description, it appears read-only under Original Description — the copy icon next to it copies it to your clipboard.
Category #
Tap the Category field (or its pencil icon) to open the category picker — categories are grouped under their parent categories, with a search box to filter. Need one that doesn’t exist? Tap Add Sub Category under the right parent group, type the name, and hit return — you’ll see “New Sub Category Added!” and it’s selected for you.
After changing a category, Piere may offer to create a transaction rule so future transactions like this one are categorized automatically. You can turn this prompt off in Settings.
Tags #
Next to Tags, tap + Add to open the Select Tags sheet. Tap tags to add or remove them, or tap + Create New to make a new one. Tags are a flexible way to slice spending across categories (trips, projects, reimbursables…).
Attachments and receipts #
On posted transactions, the Attachments and receipts section lets you attach images from your photo library — tap the + tile and pick one or more photos (a receipt, an invoice, a warranty).
Reviewing, splitting, and more #
- Mark Reviewed — check a transaction off as reviewed (it flips to “Mark not Reviewed” if you change your mind). Pairs with the swipe-to-review flow on the Transactions page.
- Split — divide a transaction into parts (a paid feature). If a transaction is itself part of a split, you’ll see View Splits instead, plus a banner linking back to the original.
- Hide from Budget / Include in Budget — exclude a transaction from your budget math (or bring it back). Transfers are always excluded automatically.
- Delete Transaction — available for manual transactions you created.
Viewing a transaction’s edit history #
Piere keeps a record of every change made to a transaction. On the Details screen of any posted transaction, tap View Edit History to expand a timeline of changes — which field changed, the old and new values, when it happened, and who made the change: You, one of your transaction Rules, or your bank (updates that came in from your institution). Changes made before Piere began recording history won’t appear for older transactions. Edit history is also available on Piere for Web.
Pending transactions #
You don’t have to wait for a transaction to post: while it’s pending you can already edit the merchant name, date, category, tags, and notes — your edits stick when the transaction posts. A banner reminds you that “this transaction is still pending, so some details may change once it posts.” A few things do wait for posting: the amount can’t be edited, and attachments, edit history, reviewing, splitting, and the budget include/hide control appear once the transaction posts.
Have a question that you don’t see the answer to? Contact the team from the app (Settings > Contact the Team) and someone will get back to you!