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!
CSV import append/merge mode – add new transactions without wiping history
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!
CSV import append/merge mode – add new transactions without wiping history
Currently, importing a CSV file for a manual account replaces the entire transaction history rather than appending to it. Users who regularly download and import new transactions (e.g. weekly) lose all existing history and any manually-edited categories each time they import.
The request is for a true append/merge mode for CSV imports that:
– Adds only new transactions from the imported CSV
– Deduplicates against transactions already present on the account
– Preserves existing transaction history that has no match in the CSV
– Preserves manually-edited categories and customizations on existing transactions
An explicit “Append only – skip duplicates” option at the “Tell us which transactions to prioritize” step would address this. This is especially important for users whose bank or credit card has no live connection available in Piere and who rely entirely on CSV imports to keep their history up to date.
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