Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
0
votes
Bulk/batch transaction import from CSV or spreadsheet
Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
0
votes
Bulk/batch transaction import from CSV or spreadsheet
Allow users to import historical transactions in bulk by uploading a CSV or spreadsheet file. This is especially useful when switching between data providers (e.g., from MX to Plaid) where the new provider only retrieves a limited history window, leaving a gap in older transaction data. Users who have downloaded or reformatted their historical transactions should be able to upload them directly rather than entering each one manually. The import flow could map common columns (date, amount, merchant, category) to Piere’s internal transaction format.
Top Requests
- Budget for Parent Categories instead of Sub-Categories 220 Votes
- Set account as Closed 184 Votes
- difference in amount between pending and confirmed transaction 174 Votes
- Multi Currency 157 Votes
- Upcoming bill amounts and due dates for linked credit accounts 110 Votes
Top Requests
- Budget for Parent Categories instead of Sub-Categories 220 Votes
- Set account as Closed 184 Votes
- difference in amount between pending and confirmed transaction 174 Votes
- Multi Currency 157 Votes
- Upcoming bill amounts and due dates for linked credit accounts 110 Votes