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 […]

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 […]

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 […]

Allow multiple users (e.g., spouses or partners) to access the same Piere household under their own login. Currently, each person must create their own separate account and household. Many couples and families track shared finances together – being able to log in independently and view the same accounts, transactions, budgets, and net worth would make […]

Allow users to resize or customize the size and layout of widgets on the Piere dashboard – for example, making the net worth card smaller so more information fits on screen at once. This would give users more control over their dashboard experience and let them prioritize the data that matters most to them.

It would be helpful to have a way to view all connected accounts at a glance – either as a widget or section on the main dashboard, or as a dedicated entry in the sidebar navigation. This would allow users to quickly check balances across all their accounts without navigating away from the main view. […]

For users who rely heavily on credit cards, it would be extremely useful to have dedicated tracking of credit card billing cycles – specifically showing the current statement balance and the upcoming payment due date for each card. Most personal finance tools show credit card balances in real time but don’t surface the statement amount […]

Allow users to toggle off the chat/AI bot that appears on the app’s opening or splash screen. Some users prefer a cleaner launch experience without the bot prompt. A simple toggle in Settings would give users control over whether this feature is shown at startup.

When transactions are automatically categorized, it would be helpful to have an option to restrict auto-categorization to only categories that have an active budget set up. This would prevent transactions from landing in unbudgeted categories by default, increasing the likelihood that they are correctly categorized from the start and reducing the amount of manual re-categorization […]

When a transaction’s category is changed, the overall budget view should update automatically when you navigate back to it – without needing to manually hit refresh. Currently, after making a category change, users return to the budget overview and see stale data until they manually refresh the page or view. Real-time updates would make the […]

Allow users to expand the budget to show all individual transactions in a single scrollable view, organized by their own custom categories rather than Piere’s default category headings. This would make it easier to scan all spending at a glance without having to drill into each category separately. Useful for users who want a full […]

Allow users to categorize transactions by dragging and dropping them directly into the desired category. This would provide a faster, more intuitive way to organize transactions compared to the current tap/click-to-edit flow – especially useful when reviewing multiple transactions at once. A drag-and-drop interface would make bulk categorization feel more natural and reduce the number […]

Some users prefer the previous home screen experience – with widgets displayed on the dashboard and the main menu accessible directly from the home screen – over the current AI-driven home screen. This request is to offer an option (or revert) to the widget-based home screen layout with dashboard-level menu access, giving users more control […]

Some users prefer to navigate and manage their finances without AI-assisted suggestions or prompts. It would be helpful to have a setting that allows users to disable or opt out of the in-app AI assistant entirely, so they can use Piere on their own terms without AI interactions.

Currently, investment accounts are classified broadly using asset-type labels like “US Stocks”, “International Stocks”, and “Bonds”. Many users would prefer account-level classifications such as “Brokerage”, “Other”, and “Retirement” to better understand the purpose and structure of their holdings at a glance. Additionally, target-date funds (e.g., TDF 2055) are displayed as a single line item. It […]

Allow users to create fully custom budget categories that are not tied to transaction data. Users would manually enter the amount they plan to spend or pay for each category at the start of each month – for example, credit card balances due, recurring services (lawn care, house cleaning), and other planned expenses. This would […]

Currently, rollover budget calculations are finalized at month-end and do not reflect edits made to transactions after the month has closed (such as recategorization or amount corrections). This means the carried-over balance can be inaccurate if any transactions are changed retroactively. The request is for rollover budgets to dynamically recalculate whenever a past transaction is […]

Currently, transaction rules can only be viewed and managed from the mobile app. It would be great to have full access to transaction rules – including creating, editing, and deleting them – from the web version of Piere at beta.piere.com. This would make it easier for users who primarily manage their finances on desktop to […]

When a user edits or recategorizes a budget category, the change currently only applies to the month in which the edit is made. There is no way to apply the updated category to past months without manually editing each one. This request is for a “Recalculate Budget” option (or similar) that would allow users to […]

Allow users to bulk review, approve, or dismiss transactions from the web/desktop version of Piere, similar to the swipe-to-review (Transaction Stacks) experience on mobile. This would make it much faster to process large numbers of transactions on desktop, where a mouse and keyboard interface lends itself well to batch actions. Use cases include reviewing many […]

Allow Moves to be set up to and from investment or brokerage accounts – not just checking and savings. Many users want to automate transfers to accounts like Fidelity or other investment platforms as part of their financial plan. Expanding Moves beyond traditional bank accounts would make automated money management significantly more powerful for users […]

A small home screen widget (e.g., a 4-box/small size) that displays the current Savings tracking amount from the budget. This would let users quickly check how much they are on track to save for the month without needing to open the app and navigate to the budget screen.

Currently, the Savings figure in the budget appears to be calculated as: Income minus Planned Expenses. This means unbudgeted transactions (spending that falls outside any budget category) and overages on existing budget categories do not reduce the Savings total, making it an inaccurate picture of how much is actually left at the end of the […]

Currently, couples who want to track finances together must share a single Piere account, which prevents each partner from independently tracking their own separate accounts, budgets, and goals. It would be valuable to support a “household” model where multiple users (e.g., partners or spouses) can each have their own individual profile and accounts, while also […]

On mobile, users can manually trigger a force refresh of their institution connections from the Net Worth tab. This same capability is not available on the web app – the refresh button on the Institutions page does not trigger a forced sync the way the mobile version does. It would be helpful to have a […]

Currently, to manually trigger a connection sync, users need to navigate away from the Net Worth screen to the Institutions section. It would be more convenient to have a way to force a connection refresh directly from the Net Worth screen – for example, a refresh or sync button accessible without leaving that view. This […]

An option to automatically hide investment-related transactions (such as dividends, contributions, trades, and transfers within brokerage/investment accounts) from the main transaction feed and/or budget view. This would reduce noise for users who track investments separately and don’t want these entries cluttering their spending history. Ideally this would be a toggle in account or transaction settings, […]

When hovering over a data point on the Net Worth graph, the tooltip currently rounds the value, making it difficult to distinguish between close net worth figures on different dates. It would be helpful to display the full dollar amount (unrounded) in the hover tooltip so users can accurately track small changes in their net […]

Add a Sankey diagram to visualize cash flow – showing income sources flowing into spending categories and savings. Sankey diagrams are one of the most intuitive and popular ways to understand where money is coming from and where it’s going. This would give users a powerful at-a-glance view of their full financial picture in a […]

Currently, Cenlar (a major mortgage servicer) can only be connected through MX. Users have reported that MX connections to Cenlar can be unstable, requiring frequent re-authentication. Adding Plaid support for Cenlar would provide an alternative connection path and improve reliability for users who hold mortgages serviced by Cenlar.