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Mark accounts as closed without removing them

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!

1 vote

Mark accounts as closed without removing them

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!

1 vote

Mark accounts as closed without removing them

Users would like the ability to mark an account as “closed” to indicate it is no longer active, without fully removing it from Piere. This would allow closed accounts to remain visible for historical reference (e.g., past transactions, net worth history) while being clearly distinguished from active accounts in the UI. This is especially useful for accounts that have been closed at the institution but still hold valuable transaction history the user wants to keep.

Yuval Shuminer shared this idea

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Yuval Shuminer shared this idea