Allow users to set one total budget at a parent category level (e.g., “Total Food”) that covers all subcategories (Groceries, Restaurants, Food & Dining, etc.) without requiring a fixed allocation to each subcategory in advance. Today, budgeting at the subcategory level forces users to decide upfront how much to assign to Groceries vs. Restaurants vs. […]

When users manually transfer money to a savings account, those transactions are currently categorized as “Transfer” – the same category used for all other account-to-account transfers. This makes it difficult to distinguish intentional savings contributions from other transfers, and means savings activity isn’t reflected in savings tracking or goals. A dedicated “Savings” category (or sub-category […]

It would be useful to be able to customize the order of columns in the Transactions view on the web version of Piere. For example, being able to place merchant name and amount side by side makes it easier to scan and review transactions at a glance. A drag-to-reorder or column settings option would make […]

Allow users to manually enter transactions before they post to their bank – such as paper checks, scheduled bill payments, or any payment that takes time to clear – and have those manually entered transactions automatically match and reconcile with the corresponding transaction when the bank pulls it in. This would give a more accurate, […]

Different screens in Piere use different labels to refer to the same thing – connected bank accounts and financial institutions are variously called “Banks,” “Accounts,” and “Institutions” depending on where you are in the app. For example, onboarding instructs users to add “Accounts,” but other screens group them under “Banks.” This inconsistency makes the app […]

Allow users to exclude specific accounts from the transaction feed and financial reports (budgets, spending summaries, trends, etc.) without fully removing or hiding the account from the app. This would be useful for users who track accounts on behalf of family members or other people, where those transactions shouldn’t count toward their own spending or […]

Users with Ohio CollegeAdvantage 529 college savings accounts are unable to connect them automatically to Piere, as this institution is not currently supported via Plaid. This makes it impossible to track 529 balances alongside other accounts in Piere. Supporting Ohio CollegeAdvantage (Ohio Tuition Trust) would allow users to automatically sync their 529 college savings balances […]

Users with Manulife Wealth investment accounts (accessed via www.manulifewealth.ca) would like to connect them to Piere for automatic balance and transaction syncing. Manulife Wealth is a major Canadian wealth management platform holding RRSPs, TFSAs, and non-registered investment accounts. Adding support for this institution would allow users to track their full investment portfolio alongside their other […]

It would be useful to see a running account balance alongside each transaction in the transactions tab – similar to how a bank statement displays a rolling balance after each entry. This would help users quickly understand how their balance changed over time without having to calculate it manually. When multiple accounts are selected at […]

Allow users to connect their Splitwise account to Piere so that shared expense balances and settlements are automatically tracked alongside their other accounts. This would give users a complete picture of their finances, including money owed to or from shared expenses with friends, roommates, or travel groups. Currently, Splitwise is not available as a connectable […]

It would be useful to be able to schedule recurring payments or transfers to external destinations – such as charities, payees, or accounts not connected to Piere. Currently, Moves only work between connected bank accounts within Piere. Adding support for external payment scheduling (e.g. a fixed monthly donation to a charity) would allow users to […]

Users with 401(k) retirement accounts administered by Voya Financial through United Launch Alliance are unable to connect their account to Piere. Plaid supports a number of employer-specific Voya Retirement plans, but United Launch Alliance is not currently among them. Adding support for this employer plan would allow affected users to automatically sync their retirement account […]

Users with a Health Savings Account through Bank of America (“HSA FOR LIFE” / “Health Savings Account by Bank of America”) are unable to connect this account. The institution is not currently supported on Plaid, leaving users without automatic sync for their HSA balance and transactions. Adding support for this institution would allow users to […]

When a brokerage or mutual fund provider (such as Oakmark Funds) holds multiple fund positions under a single account login, Piere currently displays each position as a separate account. It would be more intuitive to show these as individual holdings within one parent account, similar to how a brokerage statement groups positions under a single […]

When a user tracks a manually-updated account (such as a mortgage or loan) and enters balance snapshots on a monthly basis, the Net Worth chart currently displays a sawtooth pattern – the balance dips on the day of the update, then appears to jump back up the following day. This is because the chart plots […]

Currently, exporting transactions requires a paid subscription. Many users feel that the ability to export their own financial data should be a basic right, available without a paid plan. This request is to make transaction CSV export available to all users, regardless of subscription tier, so that anyone can access and download their own data […]

Users with CMG Home Loans mortgages (cmghomeloans.com) are unable to connect their account automatically in Piere via Plaid. CMG Home Loans is not currently listed in Plaid’s institution catalogue, so there is no way to add or sync the mortgage balance automatically. Users have reported that their CMG account was previously accessible via MX but […]

Some financial institutions (such as Openbank by Santander) require two-factor authentication (2FA) as part of their login flow when connecting via Plaid. Currently, the Plaid link flow in Piere does not complete this 2FA step, causing the connection to be rejected by the institution. Supporting 2FA prompts during the bank connection flow would allow users […]

Add support for automatic connection to GalaxyOne (one.galaxy.app), an invest, earn, and grow platform. Users would like to be able to link their GalaxyOne accounts in Piere for automatic balance and transaction syncing, similar to other investment/crypto platforms. Currently there is no way to connect GalaxyOne automatically – users must track balances manually.

Users with Lexus Financial Services accounts (auto loans and leases, https://www.lexusfinancial.com) are unable to connect them to Piere because Lexus Financial Services is not currently available as a supported institution via Plaid. Having this connection would allow users to automatically track their auto loan balance and payment history alongside their other accounts in Piere. A […]

Users with Voya-administered 403(b) retirement plans through universities and higher education institutions (such as employer-specific 403(b) plans) are unable to connect their accounts to Piere. These plans are not currently available through Plaid’s institution catalogue as named employer-specific entries. Supporting this would allow employees of universities and other educational institutions to track their retirement savings […]

Allow two people – such as spouses or partners – to each log in to Piere with their own credentials while sharing a combined household view. This would let couples track joint finances together without needing to share a single login. Each person would have their own account but see the same household data, budgets, […]

Users with Regions Home Improvement Loans (formerly EnerBank, now operating under a rebranded EnerBank portal after the Regions Bank acquisition) are unable to connect their accounts through Plaid. This loan type uses a separate login system (not the standard Regions Bank portal), making it impossible to link through the existing Regions Bank connection. Adding support […]

Currently, the Savings row in the budget shows $0 unless the user manually enters a savings target. Many users want Piere to automatically calculate and display their actual savings as income minus expenses – surfacing the real monthly surplus without requiring manual input. For example, if income is $13,917 and expenses are $9,586, the budget […]

When viewing account names throughout the app (on the home screen, net worth view, budget summaries, etc.), tapping the account name should navigate directly to a transaction list filtered for that account. Currently, getting to account-specific transactions requires multiple taps and manual filtering. Making account names tappable anywhere in the app would significantly reduce friction […]

Add support for connecting the Home Depot Pro Xtra credit card, issued by Citi (retailservicescommercial.citi.com), so users can automatically sync their transactions and balances in Piere. Currently this card is not available as a connectable institution. As a workaround, users can track it as a manual account, but automatic syncing would make it much easier […]

When using the AI chat assistant to make changes in the app (such as editing transactions, categories, or other data), there is currently no way to undo an action or confirm it before it takes effect. This creates uncertainty about whether the right change was made and makes it hard to course-correct if something goes […]

The budget section of the app can be difficult to understand at a glance, especially for new users. It would be helpful if the budget interface were redesigned or enhanced to make it clearer what each element represents, what actions to take, and how to interpret spending progress. Improvements could include better labeling, contextual guidance, […]

Currently, large transaction alerts are all-or-nothing – there is no way to suppress alerts for specific merchants or transaction categories while keeping alerts active for everything else. It would be helpful to have per-merchant or per-category exclusion rules for large transaction notifications. For example, users with recurring large payments (such as a mortgage or rent) […]

Some users find the current UI layout too busy or unintuitive after recent design updates. A request has come in to allow users to toggle back to a previous layout, or to customize the navigation and home screen layout to their preference. Specific pain points mentioned include difficulty finding bulk edit transactions in the new […]