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

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.

It would be great to filter the Net Worth chart on the growth page by individual account.

Transaction rules should apply to either past, future, or all groups of transactions instead of requiring the rule to be applied to all

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 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, […]

Essentially something similar to wealthfront’s retirement tracker that can help user estimate whether they are on track to retire by a certain age the user desires. This can be based on current trends/budgets and what the user expects to spend per month in retirement. Unlike wealthfront, user should be able to determine which accounts are […]

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 […]

Please change the pie chart in the new reports feature into bar charts. It’s nearly impossible to gain any insight from pies that have more than 2 or 3 pieces. 20 or more—yikes!

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

When Creating a manual transaction, there is the account drop down, it would be nice to have a search field to type in the account name instead of scrolling to find that account. Some of us have a lot of different accounts to sort through when assigning an account to a manual transaction

It would be amazing if the CSV transaction export included information on whether each transaction is pending. Or alternatively maybe allow filter including/excluding pending transactions in the reports section.

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 […]

Can we get Sankey Diagram style reporting feature similar to how other apps do it?

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 […]

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. 

automatically categorize manual transactions based on merchant like is already done for automated transactions. 

For credit cards with multiple card numbers and different users, I’d like to exclude all but my own card/purchases. Mint had a way to do this so it must be possible somehow…

Right now, we have the option under Account Details to “Hide from Budgets & Trends”. It would be great if this was split into two options so we could chose to hide an account just from our budget or just from our trends

Pull amount due and pay by date from credit card accounts

Basically any transaction that was categorized as “cash” could be automatically tied to my recent ATM withdrawals.   So if, for example, I take out $100 from the ATM and then spend $50 of that cash on food and $50 on transportation and enter it in Piere, I’d ideally like Piere to know that I […]

Similar to other banking apps, it would be nice to blur or hide the content when the app is running in the background.

Currently, under budget we just have income – expenses = “savings” but income and expenses both have categories while “savings” do not. I want the ability to add transactions such as moving money into brokerage account or savings account under “savings”

From a user: Account(s) Net Balance Widget – The ability to check account balances without needing to open the app and login was awesome (Mint). There were many people were looking for similar widget functionality (account balances, transactions list, budgets, etc.) when migrating from Mint and I think it would be a welcomed addition :D! 

Could the apply all transactions rule be able to apply to only transaction from a date/transaction onward?

From a user: When I label expenses or income as reimbursement, flag it to map to its income or expense, respectively. For example, I go on a work trip and have a hotel ($100), a meal ($20), and an Uber ride ($30). I label the expenses as reimbursement and I’m triggered to map them to […]