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 […]

It would be helpful to have a dedicated debt payoff tracker on the dashboard that shows total debt at a starting point, tracks progress over time, and displays how far you are from becoming completely debt free. This would be especially useful for users managing multiple debts across auto loans, personal loans, and credit cards, […]

Currently, Piere automatically generates a monthly budget even when the user has not set one up themselves. Some users prefer not to have a budget auto-created each month and would like the ability to opt out of this behavior. This request is for a setting that lets users disable automatic monthly budget creation. When turned […]

Currently, the Gifts & Donations parent category only includes “Charity” as a subcategory for donation-type transactions. It would be helpful to have a distinct “Donations” subcategory alongside “Charity” so users can better distinguish between charitable giving and other types of donations in their spending. This would allow for more granular tracking and categorization of generosity-related […]

It would be great if Piere supported Apple Pay as a payment method – for example, to pay for a Piere subscription or for any in-app transactions. Apple Pay provides a fast, secure, and familiar checkout experience for iOS users, and adding support for it would make the payment flow smoother for a large portion […]

When a connected bank or institution goes into a broken or disconnected state (e.g. requiring re-authentication, experiencing sync errors, or losing connection entirely), there is currently no notification to the user. They only discover the problem after noticing stale balances or missing transactions – sometimes days later. It would be very useful to receive a […]

Some users prefer a simplified budget view focused exclusively on spending. Currently, the budget menu always displays Income and Savings sections alongside expense categories. This request is for the option to hide the Income and Savings sections from the budget view, so users can see only their month-to-date spending and remaining expense budget at a […]

Allow users to connect their cryptocurrency exchange accounts (such as Coinbase, Kraken, Binance, etc.) so that crypto holdings sync automatically and reflect current market value in their net worth. Rather than manually updating crypto balances, users would like live price feeds to keep their portfolio value up to date alongside their other financial accounts.

Add push notifications or in-app alerts when a user is approaching or has reached their spending limit for a specific budget category. For example, a notification like “You’ve used 80% of your Groceries budget” would help users stay on track before they overspend. This would be especially useful for users who manage detailed budgets with […]

Allow users to set a custom annual income threshold and receive alerts (push notification and/or email) when their year-to-date income approaches that limit – for example, at 80%, 90%, and 100% of the cap. This is particularly useful for users whose eligibility for certain benefits (such as tax exemptions, healthcare subsidies, or income-based programs) depends […]

When subcategory budgets are set (e.g., Restaurants, Fast Food, Coffee Shops under Food & Dining), the parent category budget total should automatically reflect the sum of its subcategories – and stay in sync whenever a subcategory amount is updated. Currently, the parent category budget is a separate, manually-set value that does not roll up from […]

Add French language support to the Piere app, making the full interface available in French. This would allow French-speaking users (including those in Quebec and French-speaking Canada) to use Piere in their preferred language. Ajouter le support de la langue française dans l’application Piere, en rendant l’interface entièrement disponible en français pour les utilisateurs francophones.

Users would like to connect their Synchrony-issued credit cards (such as the Amazon Store Card, PayPal Credit, Care Credit, and other Synchrony-backed cards) to Piere for automatic balance and transaction tracking. Currently, Synchrony Credit Cards are not available as a supported institution. Adding support for this connection would allow users to track these accounts alongside […]

Users with Provident Funding mortgages are unable to connect their account automatically in Piere. Provident Funding is a mortgage lender, and having the ability to sync mortgage balances and payments automatically would allow users to accurately track their home loan alongside all their other accounts in one place. Currently, users must manually update their mortgage […]

Allow users to upload bank statements in PDF or CSV format to manually bring in transaction history for financial institutions that are not supported through automatic bank connections. This would be especially useful for users with accounts at smaller or regional banks, Canadian institutions, or credit cards that are not available through our current connection […]

It would be helpful if Piere could connect to grocery store loyalty accounts (such as Smith’s, Kroger, and similar retailers) to pull in itemized purchase data. Currently, grocery spending appears as a single transaction total from a connected bank or credit card. Access to item-level data would allow users to see exactly what they’re spending […]

It would be great if Piere could connect directly to Amazon accounts to pull in itemized order data. Currently, Amazon purchases appear as a single charge from a connected bank or credit card, making it hard to understand what was actually bought. A direct Amazon integration would allow users to see individual items within each […]

Users are requesting support for Illinois State Police Federal Credit Union (ISPFCU – https://www.ispfcu.org) so they can connect their accounts and track balances and transactions automatically in Piere. Currently this institution is not available for connection. Adding support would allow members of ISPFCU to fully manage their finances in one place.

Allow users to set a custom start date for their monthly budget period instead of being locked to the calendar month (1st through end of month). For example, a user paid on the 20th of each month would want their budget to run from the 20th through the 19th of the following month. This would […]

The current Trends and Reports screen supports two-period comparisons but does not offer a multi-month rolling view. It would be useful to have a 24-month rolling cash flow table that shows monthly income, expenses, and net remaining cash for each of the last 24 months in a single view. This would make it much easier […]

It would be useful to be able to split a single transaction’s amount across two or more categories – either manually or via a transaction rule. Currently, each transaction can only be assigned one category. For example, a grocery store purchase that includes both food and household supplies would ideally be split between “Groceries” and […]

Users would like the ability to navigate to or display the standard home screen without the AI chat interface appearing. This would give users more control over their in-app experience – allowing them to choose whether to engage with the AI chat or simply view the default home screen layout without AI involvement. Useful for […]

It would be useful to be able to create subgroups within account groups on the Reports page, so accounts can be organized hierarchically rather than all appearing at the same level. For example: a Banking group could contain Checking, Savings, and CD subgroups; an Investments group could contain Retirement and Active Trading subgroups. This would […]

It would be helpful to have a dedicated widget or section on the Reports page that shows net income vs expenses – specifically, income minus expenses – in a single view. Currently, users have to pull separate income and expense reports and manually calculate the difference. A combined net income view would make it much […]

Users with Manulife group retirement plan accounts (accessed via id.manulife.ca) would like to connect them to Piere for automatic balance and transaction tracking. Currently, only Manulife Bank (a separate banking product) is available on Plaid – the group retirement plan portal is not supported. Adding support for this would allow Piere users to track their […]