Users with accounts at ENT Credit Union (https://www.ent.com), a Colorado-based credit union, are requesting the ability to connect their accounts to Piere for automatic balance and transaction syncing. ENT Credit Union is not currently available as a supported institution. Adding this integration would allow members to track their ENT checking, savings, and loan accounts alongside […]

Users want to connect their Costco Credit Card (issued by Citi) to Piere for automatic transaction syncing and balance tracking. This card is not currently available through our data provider. Adding support would allow Costco cardholders to track their spending and rewards without manually entering transactions. A manual account workaround is available in the meantime, […]

It would be great to have support for Apple Cash in Piere, allowing users to automatically sync their Apple Cash balance and transactions rather than tracking it manually. Apple Cash is a widely-used peer-to-peer payment and spending account, and connecting it would give a more complete picture of day-to-day finances for many users who rely […]

When a credit card payment is made from one bank to another (e.g. Bank of America paying a Citi credit card), the sending account’s transaction currently displays the recipient institution’s logo and name. This can make it look like the recipient bank is involved on both sides of the transaction, which is confusing. It would […]

When splitting a transaction, allow users to enter a percentage split (e.g. 50/50, 60/40) as an alternative to manually entering exact dollar amounts. This would be especially useful for shared accounts where transactions are consistently split by the same ratio, saving time and reducing the chance of calculation errors. Currently, the Split feature only supports […]

A dedicated screen in Piere that displays a simple list view of all connected accounts and their current balances, grouped into Assets and Liabilities. This would give users a clear, at-a-glance picture of their full account portfolio without having to navigate through multiple screens. Think of it as a persistent, standalone version of the account […]

Piere’s AI chat assistant is a powerful way to query spending, but transaction tags are currently not included in the data returned to the assistant. This means it is impossible to ask questions like “how much did I spend on my Europe 2026 tag in July?” even when those tags have been carefully set up […]

It would be great to receive a monthly email summary of net worth changes – not just raw numbers, but a narrative explanation of what drove the change month-over-month. Ideally, this would break the drivers into two buckets: (1) changes from budget/spending behavior, and (2) changes from net worth account movements such as investment gains […]

When users build detailed financial or retirement plans through Piere’s chat feature, there is currently no way to save or share those plans as a formal document. Users would like the ability to export chat-based financial planning conversations – including retirement projections, milestones, and portfolio summaries – as a PDF or printable document. This would […]

When rollover budgeting is enabled, budget amounts accumulate month over month. Over time, this can make budget figures hard to interpret or inaccurate – especially for users who want a fresh start without turning off rollover entirely. It would be useful to have an option to either disable rollover for specific categories or reset the […]

It would be useful to have the option to sort budget categories alphabetically in the app, both on phone and iPad/tablet. Currently, categories appear in a fixed order, making it harder to find specific categories as the budget list grows. An alphabetical sort option would make navigation faster and more intuitive.

Currently, when creating a custom subcategory, the parent category is fixed at creation time and cannot be changed afterward. It would be helpful to be able to move a custom subcategory from one parent category to another without having to delete and recreate it. This would make it easier to reorganize a budget structure over […]

When a user shares ownership of an asset or liability with someone outside their Piere household (for example, a mortgage split 50/50 with a partner), Piere currently counts the full balance toward their net worth. This overstates their liabilities (or assets) and gives an inaccurate picture of their financial position. The request is for a […]

Users have requested the ability to connect their AimLoan Servicing mortgage account (https://www.aimloanservicing.com) to Piere for automatic balance and transaction syncing. Adding support for this institution would allow users to track their AimLoan mortgage alongside their other accounts in one place.

Users in Canada would like to connect their Rogers Bank of Canada account to Piere for automatic transaction syncing and balance tracking. Rogers Bank is not currently supported. Adding this institution would improve coverage for Canadian users.

It would be great if two people – such as spouses or partners – could each log in to Piere with their own credentials while sharing a combined view of net worth, accounts, budget, and transactions. Currently, the only options are connecting a partner’s accounts under a single login (no separation between users) or maintaining […]

Some users find the AI chat popup/button on the home screen intrusive and would like a way to dismiss it or toggle it off entirely. A setting or toggle that lets users show or hide the AI chat button would give users more control over their home screen experience without removing the feature for those […]

For users who track real estate as a manual asset in Piere, keeping the property value up to date requires manual edits – typically done quarterly. It would be very useful if Piere could integrate with a real estate data provider such as Zillow or Redfin to automatically pull current estimated property values and update […]

Add a setting to turn off budget projections on a per-category basis. For fixed monthly expenses like Mortgage & Rent, projection estimates don’t add useful information – the amount is predictable and constant. A toggle at the category level to hide projections would give users more control over how their budget is displayed and reduce […]

Currently, budget categories are split into two separate sections: “budgeted” categories (where a spending limit has been set) and “untracked” categories (where no budget amount has been set). This means users who want to see all their spending in one place must either set a placeholder budget (e.g., $0) on every category or switch between […]

Streaming services like Netflix, Hulu, and Spotify currently have to be categorized under “Television” within Bills & Utilities, which does not reflect how most users think about these expenses. Adding a dedicated “Streaming” or “Subscriptions” category to the transaction taxonomy would let users more accurately track and budget for these recurring costs separately from traditional […]

Users who apply manual net worth overrides currently have no way to see, edit, or remove them in the app. Overrides are applied and then become invisible – they surface only in net worth totals and charts, with no dedicated screen listing what has been set. A manual overrides management screen would allow users to: […]

Allow users to track cryptocurrency holdings by manually entering the quantity of each coin they own (e.g. 0.4212356 BTC), with Piere automatically calculating the current value using live market prices and reflecting it in their net worth – no exchange connection or wallet address required. This approach is simpler than exchange sync or wallet imports: […]

When a user reconnects a bank or investment account through Plaid, the net worth graph resets to the current balance at the time of reconnection – it does not carry over any historical balance history. This causes visible jumps or flat lines in the net worth chart at reconnection points, making the historical graph unreliable […]

Allow users to show or hide individual categories in the Sankey cash flow diagram. For example, a user may want to exclude a “From Savings” transfer category that appears in the monthly view but has no associated transactions, or temporarily hide categories that aren’t relevant to their current analysis. A simple toggle or filter per […]

When using Piere’s chat (PiereIQ) to generate a profit and loss summary or transaction report filtered by date range or tag, there is currently no way to download or export that output to a file. Users would find it helpful to export these chat-generated reports directly as a CSV or Google Sheet for sharing, budgeting, […]

When banks use the same normalized merchant name across many different transaction types – for example, a large institution might label insurance payments, transfers, and credit card payments all under the same merchant name – it becomes very difficult to identify and categorize specific transactions using the current search and filter tools. This request is […]

Two related improvements to the in-app chat experience: 1. Persistent memory across chat sessions – context and conversation history should carry over when starting a new chat, so users do not have to re-explain their situation each time. 2. Graceful long-session handoff – instead of an abrupt pop-up when a chat reaches its length limit, […]

Currently, automated Move transfers in Piere are capped at $1,000 per individual transfer. Many users need to move larger amounts – for example, setting up a top-up Move that transfers several thousand dollars when a linked account balance drops below a threshold. Increasing (or making configurable) the per-transfer cap would allow users to automate larger […]

Users want the ability to see upcoming bills, balances owed, and due dates automatically in Piere – without needing to manually create accounts for each biller. This is especially relevant for utility companies (gas, electric, water, etc.) that are not supported by Plaid or MX and therefore cannot be connected directly. Ideally, Piere would detect […]