It would be much easier if you could start typing the name of the category you are wanting to use for a transaction in the category selector vs having to scroll through to find the one you want to use.

The ability to split an expense between categories on the web version.

The abilility to search for a transaction by just entering the amount in the search bar at the top. The "Select Amount" filter currently doesn't seem to work. However, even if it did work, that creates extra steps vs just being able to type in the amount you are searching for in the search bar like […]

PLEASE add support for manual cash accounts in multiple currencies. This is a feature that a lot of budgeting apps have, but they are not as well designed or functional as Piere. Until Piere includes this feature I am stuck using multiple apps.

I recently opened a dub app investment account and wanted to add it to piere so I could track all accounts. but notice you don't have that as an account to add… can this be done?

Could YTD be added to the net worth graph?

When setting budget, I would like the option to opt into which categories to track instead of tracking all 500 sub-categories. I only want to track my spending for 3 main categories since they consume the most spend. I don’t care about the remaining small dollar categories (ex public transit budget varies from 10-20). So […]

When filtering in the reporting tab I would like the filters to stay when navigating between tabs and back to reporting. Also it would be nice to see the same filter applied to the widget on the home page. For example I would like my reports to show MTD by default always instead of previous […]

a button to be able to refresh any account or all accounts at any time

I saw a previous thread explaining why you can't modify the category on a pending transaction which makes sense. But since the pending transaction auto categorizes itself sometimes to the wrong category, you get email notifications about budget overages and also when you check your budget (ie. "What do I have left in my food […]

Have notifications trigger only when a transaction triggers it. NOT every day that a budget is over. For example, if my rent is due on the 1st. I'll get an email every single day telling me I'm more than 80% to my budget for rent. Multiply that by all your budget lines then by end of […]

So I renamed a subcategory from OLDNAME to NEWNAME. It seems that any rules set to categorize the transaction to the OLDNAME remains at the OLDNAME instead of updating to the NEWNAME. It would be nice to have the rule to automatically update with the renamed change. I am sure this would be easier once […]

Often I will go to modify a transaction after I make it while it is still pending, but I am unable to edit it (because it is pending). By the time it posts, I have forgotten about it. This negatively affects the precision of my monthly and yearly historical budgets. I understand there would need […]

Many my Fidelity Investments transactions, just say "Fidelity" or "Charles Schwab". I have to open it to see the description (e.g. "You BOUGHT XXX" "You SOLD XXX". be nice to have a more descriptive title for us to scan through without the need to open the full transaction detail

For some transactions, I prefer to use the main category (eg, “travel”) instead of the granular subcategories. It would be nice to be able to select the main category for a transaction, and also set budget numbers at this level too

The ability to change the app icon. Different colors and/or designs. Ability to follow phone system light/dark mode

I created a transaction but did not put the institution/account because I still had to add it to the list. There could be an option to add it while creating the transaction, but my current issue is that after I added the account, I cannot go back and edit the institution/account in the transaction details.

adding crypto with the current price listed

When I rename a transaction and choose ‘Apply to all’, it would be helpful if future transactions with the same name were also renamed.

The new iOS APIs for Apple Card allow iOS users to download their Apple Card transactions more often than once per month. Please look into using the new APIs for iOS users. Thank you!

Examples: Property Tax annual payment, annual subscriptions, annual credit card fee, dental insurance paid once/year

There should be a way to set a rule to tag and apply to budget based on historic transactions. For example, my husband and I have separate checking accounts and a joint account. His monthly transfer to our joint account is income that goes toward the rest of my expenses. I should be able to […]

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, […]

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 […]

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

The account list ordering seems random. This is under 1) Add manual transaction==> Account and ) Transaction/Report Filter==> Account and 3) Under my institution to reconnect/connect an account It would be nice to have the ordering to be alphabetical order by custom account name or institution, so one can easily find an account

I purchase a gift card for $200 as the main transaction. Of course, I won't use this gift card all at once, so I use split transaction every time I make a purchase with this gift card. Every time I split the transaction, the "main" transaction where it deduct the balance from is random Example Day 1 Transaction […]

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”.

Overview of account balances on the main dashboard. Quicken Simplifi has cards for: Banking total - Cash & Checking total - Savings total - Credit Card total Property & Debt total - Property total - Debt total Investing total - Brokerage total - Retirement total - Other investments total Net Worth total - Banking total - Property & Debt total - Investments total You can swipe between the four cards and […]

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