Users are requesting the ability to access cash advances directly through Piere. This would allow users to get short-term funds against their upcoming income or account balances, helping them manage cash flow gaps without leaving the app. Adding a cash advance feature would expand Piere’s value as an all-in-one personal finance tool.

When switching a bank connection from one data provider to another (e.g., from MX to Plaid), closed accounts and their transaction history that cannot be automatically mapped to the new connection are currently at risk of being lost or orphaned. Users who want to switch providers for reliability reasons are blocked from doing so because […]

When applying a category or transaction rule to all matching transactions at once, the action currently takes effect immediately with no confirmation step or way to undo it. This can result in a large number of transactions being miscategorized if the button is pressed accidentally. It would be very helpful to either: – Show a […]

It would be useful to have a dashboard or report section dedicated to investment activity, showing: – Total amount invested each month (across all investment accounts) – A configurable monthly investment target – A clear indicator of whether the target was met for each month This would help users stay on track with their investing […]

Users would like the ability to filter transactions by “Reviewed” vs. “Unreviewed” status on the Piere web app. This would make it easier to track which transactions have already been categorized or checked, and quickly identify ones that still need attention. This is especially useful for web users who regularly audit their spending and want […]

Some banks and financial services (e.g. CashApp, certain payroll providers) are not currently supported through Plaid or MX. Users would like the ability to connect their accounts by entering their routing and account numbers directly, so they can track deposits and transactions from these institutions without relying on an automated connection. This would be especially […]

Allow users to log in to Piere using biometric authentication such as Face ID or fingerprint (Touch ID) on supported devices. This would provide a faster, more convenient, and more secure login experience without requiring users to enter their password each time they open the app. Supporting both iOS (Face ID / Touch ID) and […]

Currently, when a user creates a custom budget category, there is no way to replace or substitute a predefined budget category with it in the budget area (where monthly budget amounts are assigned). Users are stuck with the predefined categories and cannot swap them out for their own custom ones. It would be helpful to […]

Some financial institutions offer embedded or linked bank accounts within a brokerage platform – for example, Morgan Stanley Private Bank is accessible through the E*TRADE login with no separate credentials. Currently, when connecting E*TRADE in Piere, only the brokerage account is imported; the embedded bank account is not surfaced. It would be helpful if Piere […]

Users with E*Trade brokerage accounts often have an associated Morgan Stanley Private Bank account (accessible via us.etrade.com). Currently, this banking account cannot be connected to Piere. It would be helpful to support syncing the Morgan Stanley Private Bank account – including balances and transactions – especially for users who already track their E*Trade brokerage accounts. […]

Users would like to be able to open the Piere app and authenticate directly via Face ID (or Touch ID / biometric) without any additional steps – just tap the app icon and scan. Currently, the login process requires more steps than users expect. A streamlined biometric-first login experience would improve convenience and reduce friction […]

When a loan or account is transferred or sold to a different servicer, it can appear as two separate accounts in Piere – one for the old servicer and one for the new one. Users would benefit from being able to merge or combine these two accounts into a single unified account, preserving the full […]

The Net Worth line chart should dynamically adjust its vertical (Y) axis based on the range of values being displayed. Currently, the axis appears to use a fixed scale, which means small but meaningful changes in net worth appear as only a few pixels of movement — making it difficult to spot trends or gauge […]

When using rollover budgeting, category colors should reflect the cumulative (rolled-over) balance rather than just the monthly allocation. Currently, if a category exceeds its monthly limit in a given month, it displays as “over budget” (red) even when the accumulated rollover from prior months means the overall balance is still within the budget target. The […]

When Piere sends an email notification for a large transaction, it would be helpful to include the merchant name and/or transaction description in the email body. Currently, users receive an alert without this context, requiring them to open the app to see the details. Adding the merchant/description to the notification email would make the alert […]

It would be great if users could set a preferred default date range for reports on the Home screen – for example, choosing “Month to Date (MTD)” instead of the current default. Different users have different preferences for how they review their finances, and being able to set a sticky default would make the Home […]

It would be a great feature to alert if the amount changes when a pending transaction posts. e.g. there is a pending transaction of $20. When it post the transaction posts as $25. So there should be an alert that the amount of that transaction changed. This will helpful to make sure the final transaction posted […]

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 […]