Feature Requests
We’re in the process of migrating our previous features requests to this new area of the website. There may be existing requests that are not yet listed below, and we thank you for your patience during the migration.
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 […] Be able to save custom account and/or date filters for net worth under favorites. Pull amount due and pay by date from credit card accounts Could the apply all transactions rule be able to apply to only transaction from a date/transaction onward? Currently discretionary spending is above mandatory. I’d like to be able to organize by priority of expense, from top to bottom Please allow more control over our rules/filters. The current system is almost insulting with how basic it is. If I change a transaction category, it asks if I want to create a rule and apply to all transactions. There is no option to edit the rule, just a Yes or No style prompt. Clicking yes […] 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. Be able to edit pending transactions instead of having to wait for them to settle and then edit them As a user I would like to be able to view trends and compare them to similar time scales. Viewable as bar graphs and when clicking on a single bar it should show one level lower. Over time: Shows general dollar amounts split by the next smallest time denomination (This Month shows spending each day). […] 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! 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. 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? When creating a rule for a transaction please allow the option to change the rule conditionally on more than just the merchant. For example I work for the credit card company that I use, so in order to have an accurate budget I need to tag every single credit card payment as such otherwise it […] 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 […] 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! 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 Can we get Sankey Diagram style reporting feature similar to how other apps do it? automatically categorize manual transactions based on merchant like is already done for automated transactions. Similar to other banking apps, it would be nice to blur or hide the content when the app is running in the background. 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 $ 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. 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. Be able to filter for transactions that aren’t tagged (e.g., in cases where you want to review new transactions, so you can filter by transactions that aren’t tagged yet) 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 […] Some of the accounts I use, and I see people talk about in the subreddit, need pin authentication every time. So every time I open the app, and random times during the day, I get an email from my bank sending me an email with a pin, probably because Piere tried to update the account. […] Make each budget category progress tracking line different color for easier viewing and use the same colors when making a doughnut budget chart. The major grocery chain HEB in Texas uses Imprint for their credit card. I would love it if that company could be an option for account connections 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
Default to showing spending for current month in home screen spending report
Save filters for Growth and Net Worth tabs
Credit card due dates and amounts
Rules - Apply to all transactions - Future only
Rearrange order of expenses (or income)
Filter/rule management and partial matches
Exclude transfers from net worth
Edit pending transactions
Trends Over Time, By Merchant and By Category
Undo a rule
View tags and from transaction list
Connect the Dub investment account app to piere
Additional logic for transaction rules
Top line account balances on Home Screen
Add reports bar charts
Manual transaction search field
Sankey style reporting
Automatic categorization of manual transactions
Blur/hide content when app is in background
Pie chart view of net worth
Add a horizontal line showing average in budget graph view
Ability to manually refresh individual accounts to get latest updates
Filter for tagged/untagged
Icons for spending categories
Set update frequency for individual accounts
Different colors for different budget categories
Connection to Imprint bank
Separate authorized credit card users
Separate "Hide from Trends" and "Hide from Budget"
Top Requests