I wish there was a way to make a simpler budget. I have previously used the 50/30/20 budgeting method and wish there was a way for me to continue using it on this app

I just downloaded all my transactions into a CSV file. Column I "Account Name" seems to be the Default Account name provided by the Bank. I am requesting we add a column called Custom Account Name For example, I have 2 Capital One Savings account. Transactions from both account number Column I shows "360 Performance […]

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 […]

An option to automatically hide investment-related transactions (such as dividends, contributions, trades, and transfers within brokerage/investment accounts) from the main transaction feed and/or budget view. This would reduce noise for users who track investments separately and don’t want these entries cluttering their spending history. Ideally this would be a toggle in account or transaction settings, […]

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.

Allow users to filter their financial data by year-to-date (YTD) and view a running total of income vs. expenses across that period – not just a month-by-month breakdown. This would give users a clearer picture of their overall financial progress throughout the year and complement the existing monthly view.

Add an option to display 50% value (or other %) for joint accounts so it reflects appropriately on net worth, budget, etc.

Give the user the ability to configure multi-factor authentication (MFA) in settings similar to Empower or Monarch Money.

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 […]

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.

When I rename a transaction and choose ‘Apply to all’, it would be helpful if future transactions with the same name were also renamed.

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

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”.

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 […]

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

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!

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.

Users who have created custom transaction categories currently have no way to delete or edit them after creation. Adding the ability to rename, merge, or delete custom categories would give users more control over how they organize their transactions and keep their category lists clean over time.

Allow users to log in to Piere using biometric authentication such as Face ID or fingerprint (Touch ID) on supported devices. This would provide a faster, more convenient, and more secure login experience without requiring users to enter their password each time they open the app. Supporting both iOS (Face ID / Touch ID) and […]

Similar to other banking apps, it would be nice to blur or hide the content when the app is running in the background.

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 […]

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.

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.

Add a feature to be able to track a refund, to let you know when / if you have been refunded.

Make each budget category progress tracking line different color for easier viewing and use the same colors when making a doughnut budget chart.

Allow users to create fully custom budget categories that are not tied to transaction data. Users would manually enter the amount they plan to spend or pay for each category at the start of each month – for example, credit card balances due, recurring services (lawn care, house cleaning), and other planned expenses. This would […]

Currently, transaction rules can only be viewed and managed from the mobile app. It would be great to have full access to transaction rules – including creating, editing, and deleting them – from the web version of Piere at beta.piere.com. This would make it easier for users who primarily manage their finances on desktop to […]

It would be helpful to have the ability to select multiple budget categories at once and either edit or delete them in bulk. Currently, budget categories can only be managed one at a time, which becomes tedious when cleaning up or reorganizing a budget with many entries. A bulk select option in the budget section […]