Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
Display 50% value (or other %) for joint accounts
Add an option to display 50% value (or other %) for joint accounts so it reflects appropriately on net worth, budget, etc.
Add support for MFA in web-based Piere
Give the user the ability to configure multi-factor authentication (MFA) in settings similar to Empower or Monarch Money.
Rename future transactions automatically
When I rename a transaction and choose ‘Apply to all’, it would be helpful if future transactions with the same name were also renamed.
Account List: Appear in alphabetical order
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
Allow User to Disable Rule Prompt
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”.
Save filters for Growth and Net Worth tabs
Be able to save custom account and/or date filters for net worth under favorites.
Exclude transfers from net worth
Whenever there’s a transfer between accounts, this may cause a spike in net worth temporarily. Although corrected once the balance settles in the new account, this disrupts tracking of net worth over time.
Edit pending transactions
Be able to edit pending transactions instead of having to wait for them to settle and then edit them
Undo a rule
Being able to undo a rule is needed. I now have certain transactions that are being auto-hid and can’t find them to add to a paid bill under Budgets. Now it looks like I’ve missed payments, but my actual bank account website shows the payment. Thanks!
Report Tab: Select and edit multiple transactions like we can from transaction tab
On the report tab, we click on the subcategory and it returns all transactions under that category. From there, we can select each transaction and edit it. It would be nice to add the select/edit multiple transaction feature from the transaction tab to the report tab.
Renamed subCategories not updating with rulesub
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 […]
Password manager auto-fill
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 […]
Blur/hide content when app is in background
Similar to other banking apps, it would be nice to blur or hide the content when the app is running in the background.
Savings categories/transactions
Savings are a planned expense in my budget that are assigned to different pots on payday, not just one lump sum that’s left over at the end of the month. I want to be able to add categories under Savings in my budget.
Pie chart view of net worth
Perhaps with custom grouping like retirement account label that user can add their accounts for ira/401k. So default pie chart can show these groupings instead of just individual accounts until that grouping is clicked. Have pie show % and $
Ability to manually refresh individual accounts to get latest updates
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.
Refund tracker
Add a feature to be able to track a refund, to let you know when / if you have been refunded.
Different colors for different budget categories
Make each budget category progress tracking line different color for easier viewing and use the same colors when making a doughnut budget chart.
Edit missing institution / missing account name
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.
Autosave after selecting a category
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.
Sankey style reporting
Can we get Sankey Diagram style reporting feature similar to how other apps do it?
Account value widgets
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!
Be able to map and balance transactions to each other
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 […]
Add a horizontal line showing average in budget graph view
A horizontal line indicating the average over time would be helpful when establishing/adjusting budgets. Even better if the time period can be manipulated with a simple drop down menu or something: “average over x months” where x is a variable that can be easily changed by the user.
Icons for spending categories
support showing icons for each transaction based on spending category (vs vendor). For instance, for the gift spending category, display a gift box next to transactions with spending category of gift. For public transportation related transactions, they show an icon that looks like a car or train. This type of feature should also add support […]
View tags and from transaction list
It would be great if transaction tags would show under the transaction list so you could bulk edit and see which transactions already had which tags.
Payday Budgeting
It would be amazing to track recurring transactions to see “free to spend” before one’s next payday
Connect the Dub investment account app to piere
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?
Top line account balances on Home Screen
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 […]
Add reports bar charts
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!