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!
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.
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.
CSV export: Account Name should reflect the custom Account name, not default account named by the bank
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 […]
Have the ability to change a budget category from a discretionary to mandatory expense (and vice-versa)
For example – "toys" falls under the childcare category, which is a mandatory expense in the budget. However, it would be beneficial to be able to categorize "toys" as a discretionary expense instead. There are several other budget categories that would be nice to move from discretionary to mandatory/vice-versa, so ideally it would be awesome […]
Payday Budgeting
It would be amazing to track recurring transactions to see “free to spend” before one’s next payday
Identify Potential for Credit Card Usage
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 […]
Connection to Imprint bank
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
Ability to track home and car worth
Having the ability to do similar to what Mint was doing, where you could enter your home/car information and have that net worth calculated through a separate service like Zillow or Kelly Blue Book.
Phone widget with net worth/different account totals/recent transactions
Having a widget that could be live on the home screen to view either your net worth, or recent transactions, or even individual account totals would be very useful.
Upcoming bill amounts and due dates for linked credit accounts
A feature which shows the upcoming bill amount (i.e., last statement balance) and due date for linked credit accounts. Mint had this very useful feature.
Login for significant other
I would like to be able to have my significant other be able to share my account but with their own 2FA. See https://www.reddit.com/r/piere/comments/1c028tj/sharing_user_account_with_spouse/
Main Category Budgets
It would be nice to have a main category budget, with which each subcategory can be divided up into. Along those lines, I think it would be nice to have these main categories' budgets have a rule similar to the 50/30/20 rule so that it can be automatically calculated and determined how much each category […]