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Customizing Your Home Experience

Piere’s Home tab comes in two flavors, and you can switch between them any time.

Choosing your Home experience #

  1. From the Home tab, tap the (…) menu in the top right and choose Customize Home.
  2. Pick your layout: Smart Insights — the chat-first Home with insights (the default) — or Classic — a dashboard of widgets.

The change applies immediately; you can flip back whenever you like.

Customizing what’s on your Home #

The same Customize Home page controls what appears in each layout:

  • Dashboard widgets — choose and arrange the widgets that make up the Classic dashboard.
  • Home Chat Widgets — pick which mini widgets (Net Worth, Transactions, Budget) sit above the chat in Smart Insights; the top items in the list are the active ones.

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!

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Updated on July 23, 2026