Getting Started Overview

In this article you’ll learn the basics of using Piere including connecting your institutions, working with categories, and other options for customization.

When you first log in to Piere the first thing you will want to do is connect your financial institutions. After connecting your first institution you’ll be able to start working with your own data and visualizing net worth, budget, trends, MyPlan, and other features.

Connecting Accounts #

In order for Piere to provide you with the most accurate picture of your finances, we advise connecting as many of your financial institutions as possible. The institutions that hold your main deposit account (checking/savings) and your primary credit card are an excellent place to start.

Adding your institutions #

• Tap the Profile icon in the top left of your home page and you’ll see the option to add an institution as well as view all of your other connected institutions.
• In the search bar, type the name of your institution and select the connection where your accounts are held.
  • Note that some institutions will have multiple connections available such as a log in specific personal accounts versus business accounts so make sure to select the connection where your specific accounts are held. To confirm you have the right connection:
    • Confirm that the URL listed under the institution name is the same one you would use to login to the financial institution directly.
    • If you still aren’t sure, you can test it by tapping on the search result. From the page that opens, below the username and password input boxes, you will see a link to “Go to institution’s website.” You can tap that to login directly with the institution, and if you are able to successfully log in, then you know you have the right connection.

What if my account disconnects or I just can’t connect to it? #

• If you experience an issue connecting to your account or otherwise see it being disconnected after you’ve successfully completed its connection to Piere, we do provide steps for troubleshooting this issue. If the troubleshooting steps don’t succeed, contact support via the ‘Contact the Team’ page in the settings of the Piere mobile app. Alternatively, you may connect an account manually.
• For a list of institution connection statuses you may see in the app, along with their explanations and troubleshooting steps, read this article.

Delete or disconnect an account from Piere #

• From the Profile page you can also access all of your institutions and delete them from Piere. Simply tap the name of the institution in the list and select “Remove institution.” You may need to refresh the Piere app by pulling down on the page to refresh to see the institution removed after you’ve taken this step.
• Note, deleting an institution deletes all accounts from that institution
  • If you want to “remove” just one account and keep the remaining accounts from that institution, we recommending hiding the account instead. You can choose to hide the account from your budget which will hide it’s transactions and therefore it’s impact on your budget. Or, you can hide it from net worth which will exclude it’s value from contributing to your net worth.

Refreshing the Piere app #

• If you’ve connected an institution to Piere that you don’t see yet, or if you’ve removed an institution and still see it in the app, refreshing the app may help. To do this, hold your finger in the middle of the page and pull down until you see the page reload.
  • Pull down to refresh is available on most pages of Piere and can be utilized if you are seeing stale data.

Add a manual account or balance #

• Adding a manual account in the app will allow you to track items in your budget and net worth that don’t have a live connection. Examples of these are property, cash, and any account at a bank not supported by our connection provider(s).
• To add a manual account or balance, navigate to Profile > Add Account > (scroll to bottom of Add Account page) > Add account manually. 

Why isn’t the balance of my manual account updating? #

• Because manual accounts don’t have a live connection to your bank or institution, Piere is unable to retrieve your balance as it changes. Read about manual accounts to learn how to update the balance of manual accounts.

Create Your Budget #

Piere is built around a core intelligence that proposes a budget automatically in just two taps. Of course, you can also customize the budget that Piere proposes, including editing the budgeted amounts and adding categories.

Add a budget #

• After you’ve connected all your accounts, navigate to the Budget tab and tap “Create My Budget.” Next, tap “Let’s Go!” and Piere will automatically analyze your accounts and will display a proposed budget.
• Before proceeding, examine the proposed budget and edit any of the values. To save the budget, click “Approve” at the bottom of the page.

NOTE: You can always change values and add new categories later if you’ve forgotten to do so at this step.

Recalculate budget #

• If your income or spending habits have changed or if you’ve added a new account, it’s time to recalculate your budget. From the top of the Budget tab, tap the action menu (looks like three dots in a circle) at the top right of the page and select “Recalculate budget.”

Important: Recalculating your budget will reset and permanently delete any previous manual changes you’ve made to your budget such as budgeted amounts and tracked categories.

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Customizing Your Categories #

Once you’ve got your accounts connected and your budget created, it’s a good next step to be sure Piere’s default categories look how you want them.

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Adding a custom category #

• If Piere’s default categories don’t quite match how you label and understand your spending and saving, you have the option of creating a custom category where you can group your transactions.
• From the Home tab, scroll down to “Recent Transactions” and then tap “See All.” Select any transaction that belongs in a custom category to open the edit transaction page, and tap the pencil icon next to the category field. Under the correct parent category heading click “+ Add Sub Category” to type your custom category name, then click “Done” before exiting.
  • Once you’re more familiar with Piere, you can edit the category of a transaction by simply tapping on the purple category listed underneath the merchant name anywhere you see a transaction.

How do I track an additional category in my budget? #

• To track a new category within your budget, from the Budget tab, tap the action menu at the top of the page, select “Track a new category”, choose the category you’d like to add, enter its budgeted value, and click “Save.”

Change a transaction’s category #

• If a transaction is displayed in the app with the wrong category, simply tap it, then tap the pencil icon to the right of the category name. Choose the correct category from the list and click Save before exiting.
  • Once you’re more familiar with Piere, you can edit the category of a transaction by simply tapping on the purple category listed underneath the merchant name anywhere you see a transaction.

Organize your transactions with tags #

• Access the Transactions page by selecting “See All” from the Home tab. From there, tap on any transaction and you’ll have the ability to enter tags to help keep your transactions organized and more easily discoverable.

Have a question that you don’t see the answer to? Submit a request and someone from our team will get back to you!