Feature Requests
We’re in the process of migrating our previous features requests to this new area of the website. There may be existing requests that are not yet listed below, and we thank you for your patience during the migration.
A version of Piere accessible from the web, designed from the ground up to be experienced on a desktop class screen. Having a widget that could be live on the home screen to view either your net worth, or recent transactions, or even individual account totals would be very useful. Having the ability to do similar to what Mint was doing, where you could enter your home/car information and have that net worth calculated through a separate service like Zillow or Kelly Blue Book. I would like to be able to have my significant other be able to share my account but with their own 2FA. See https://www.reddit.com/r/piere/comments/1c028tj/sharing_user_account_with_spouse/ A feature which shows the upcoming bill amount (i.e., last statement balance) and due date for linked credit accounts. Mint had this very useful feature. Transaction rules should apply to either past, future, or all groups of transactions instead of requiring the rule to be applied to all Budget needs to be based on main category, not dozens of sub categories. It makes no sense to have budgets for 5-6 items each per main category, that is too granular and extremely cumbersome to the point that budgeting is near-useless. If I budget $500 for food, it shouldn't matter if I'm spending on fast […] The current iOS app on iPad is just in a phone sized window. Could really use a dedicated iPad app with better scaling and layout In mint it used to be that if you had an expense that was not in a designated category it would fall under “everything else” which you could also put a limit to. This was incredibly useful for discretionary expenses that varied widely month to month. The current granular system in Piere is rather painful needing to […] For example – "toys" falls under the childcare category, which is a mandatory expense in the budget. However, it would be beneficial to be able to categorize "toys" as a discretionary expense instead.
There are several other budget categories that would be nice to move from discretionary to mandatory/vice-versa, so ideally it would be awesome […] Using the credit card transactions, create an opt in way for users to analyze their spending by credit card to see if they are maximizing the points they are earning. Is there a credit card that would help them earn more points? (For example, maybe they are using the Costco Visa card on rent when […] It would be nice to have a main category budget, with which each subcategory can be divided up into. Along those lines, I think it would be nice to have these main categories' budgets have a rule similar to the 50/30/20 rule so that it can be automatically calculated and determined how much each category […] There needs to be a feature to allow transactions to be automatically hidden from budget if a certain tag is applied (based on user's setting of said tag). This was a very basic feature from Mint even during Mint's early days (i.e. we all have a ton of transactions that shouldn't apply to our budget, […] There should be the ability to set an account as closed and keep the transaction history and zero out the balance of the account. It seems that once an account has closed, the balance is stuck at the last balance and does not update to $0 It would be great to filter the Net Worth chart on the growth page by individual account. Below is a list of institutions we have requested be added by MX. If they are on this list it means MX has been unable to add them at this time, but they are aware they need to be added. Outstanding requests for new institutions: Alight Solutions – MUFG Alight Solutions – Ford Alight Solutions […] I wish there was a way to make a simpler budget. I have previously used the 50/30/20 budgeting method and wish there was a way for me to continue using it on this app Could the apply all transactions rule be able to apply to only transaction from a date/transaction onward? On the report tab, we click on the subcategory and it returns all transactions under that category. From there, we can select each transaction and edit it. It would be nice to add the select/edit multiple transaction feature from the transaction tab to the report tab. I just downloaded all my transactions into a CSV file. Column I "Account Name" seems to be the Default Account name provided by the Bank. I am requesting we add a column called Custom Account Name
For example, I have 2 Capital One Savings account. Transactions from both account number Column I shows "360 Performance […] I’ve seen many rule related requests on the feature board. Can we please have the option to disable the Rule prompt when changing a txn category?
It is incredibly annoying to keep discarding that pop up every time. Or worrying about accidentally tapping on “apply to all”. When editing a transaction it would be really nice to not have to select the category, then click save, then click apply to all or just once. If I am selecting the category, I obviously want it to save. I would like to have API access that customers can use to pull their own data. Piere does all the hard work of connecting to all my various accounts and pulling transactions into one place. It would be nice to use an API to get this info for use with automations, tying into third-party services, […] I’m on Android and use Bitwarden password manager. When Bitwarden is unlocked and I need to login to Piere, I would expect that clicking either on the password field or the username / phone number field would show a button on my keyboard to Auto-Fill the password through Bitwarden, but that’s not currently implemented. UX […] instead of last 30 days spending, “this month” time frame is more useful for a quick look in the home screen for the report card. This month = 1st day of the month ~ today can we change the default time frame to “this month”? or enable us to set preferred time time frame will […] From a user: I would like to have an indicator if there is a tag and what tag a transaction has. I.E. Color-coded dots, so you don’t have to open each transaction. Be able to save custom account and/or date filters for net worth under favorites. Pull amount due and pay by date from credit card accounts
Piere for Web
Phone widget with net worth/different account totals/recent transactions
Ability to track home and car worth
Login for significant other
Upcoming bill amounts and due dates for linked credit accounts
Breakout Transaction Rules
Budget for Parent Categories instead of Sub-Categories
A true iPad version with proper scaling
Catch-all (default) budgeting category
Have the ability to change a budget category from a discretionary to mandatory expense (and vice-versa)
Identify Potential for Credit Card Usage
Main Category Budgets
Hide from Budget Based on Tag
Set account as Closed
See growth by account
Requests for New Institutions
50/30/20 budget
Rules - Apply to all transactions - Future only
Report Tab: Select and edit multiple transactions like we can from transaction tab
CSV export: Account Name should reflect the custom Account name, not default account named by the bank
Allow User to Disable Rule Prompt
Autosave after selecting a category
Customer API access for account/transaction data
Password manager auto-fill
Default to showing spending for current month in home screen spending report
Visual indicator for tagged transactions (icons)
Save filters for Growth and Net Worth tabs
Credit card due dates and amounts
Top Requests