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 […]

adding crypto with the current price listed

The list of institutions currently does not appear to have any reason for the display order. Would be nice to have an option to sort the institutions alphabetically.

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 […]

For example – "toys" falls under the childcare category, which is a mandatory expense in the budget. However, it would be beneficial to be able to categorize "toys" as a discretionary expense instead. There are several other budget categories that would be nice to move from discretionary to mandatory/vice-versa, so ideally it would be awesome […]

Currently if I get a new credit card from the same institution that is already connect to piere I cannot add it to Piere without connecting to the institution again as a new connection. We should be able to just refresh the institution to add new accounts under the same login. More discussion about this […]

I often want a quick look at how I'm doing throughout the months. Currently on the monthly budget screen the month has to be selected from a drop-down. Would be nice to be able to swipe the screen right or left to flip through the months.

Pull amount due and pay by date from credit card accounts

Users who created their Piere account natively (with a phone number and password) currently have no way to add multi-factor authentication (MFA) or switch to a more secure login method such as Google SSO. It would be valuable to support: (1) MFA/2FA for native accounts (e.g. via authenticator app or SMS), and (2) the ability […]

Creating a manual budget with the ability to change dollar amounts and any time, good for tracking credit card paymens due and other bills directly coming out of your checking account so you can track payments due and cash flow

Adding a way to connect federal student loans (e.g. GRADPlus loans, Stafford loans; mine are managed through Aidvantage specifically) and track repayment progress

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

Users would like the ability to filter transactions by “Reviewed” vs. “Unreviewed” status on the Piere web app. This would make it easier to track which transactions have already been categorized or checked, and quickly identify ones that still need attention. This is especially useful for web users who regularly audit their spending and want […]

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 […]

Official comment: We wish this was always available! Most institutions limit the frequency of data updates that are available outside their own native online experiences. We do fetch data multiple times a day from the bank but are limited to how frequently the bank itself makes the updated data available.

As a user I would like to create my own categories and be able to add sub-categories to it and move sub-categories to other categories.

Add the ability to export all net worth history and associated account balances to a CSV file. Then, allow an edited CSV to be imported to Piere to update the existing net worth data.

PROBLEM: When depositing cash from my Cash Wallet account to my bank account, I must manually create two separate transactions to maintain accurate balances: 1. The bank deposit (auto-imported, categorized as "Cash Spending Transfer") 2. A manual expense in Cash Wallet to reduce the cash balance by the same amount This creates duplicate work and clutters transaction history with […]

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, […]

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 […]

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”

create savings buckets (for example, vacation) and track contributions to a savings account that are earmarked for those savings goals

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 […]

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 […]

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.

Using the credit card transactions, create an opt in way for users to analyze their spending by credit card to see if they are maximizing the points they are earning. Is there a credit card that would help them earn more points? (For example, maybe they are using the Costco Visa card on rent when […]

Add ability to add transaction rules based on original description. E.g. transactions from Fidelity brokerage account has original description, but the merchant is marked as Fidelity. So it is not easy to add rules based on that.

Remember what we learned? Fun facts and trivia like average household energy spend to flex on our fiscally less educated peers

I like how the budgeting window is so far, but to make it MUCH more usable, please consider updating the style to Mint. I loved how easy it was to set up the budget and ESPECIALLY the cash flow per month. Although I like the pie chart for spending, I feel like a great addition […]