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Feature Requests

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!

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2 votes

Rollover budget: keep category "under budget" color when cumulative balance is within range

When using rollover budgeting, category colors should reflect the cumulative (rolled-over) balance rather than just the monthly allocation. Currently, if a category exceeds its monthly limit in a given month, it displays as “over budget” (red) even when the accumulated rollover from prior months means the overall balance is still within the budget target. The […]

0 comments
1 vote

Include merchant/description details in large transaction email alerts

When Piere sends an email notification for a large transaction, it would be helpful to include the merchant name and/or transaction description in the email body. Currently, users receive an alert without this context, requiring them to open the app to see the details. Adding the merchant/description to the notification email would make the alert […]

0 comments
1 vote

Customizable default date range for Home reports

It would be great if users could set a preferred default date range for reports on the Home screen – for example, choosing “Month to Date (MTD)” instead of the current default. Different users have different preferences for how they review their finances, and being able to set a sticky default would make the Home […]

0 comments
1 vote

Accessibility

Please make the app interface more accessible by letting us adjust the font size etc. The fixed small font makes it really hard to use.

0 comments
1 vote

Project remaining cash balance

Hi, it would make the heat so useful if future dates, instead of being grey boxes could be the projected remaining cash for each day, subtracting normal bill dates etc.

0 comments
1 vote

Login Logs/Notifications

Security login logs and notifications to see who is logging in to your account and when would greatly increase security of accounts. This would be a requirement as there is no current MFA solution implemented but also should be something that is shown with MFA to determine if there is anyone trying to access an […]

0 comments
1 vote

Passkey Support

Passkey support has become much more secure as it does not use a password. This would help in the case of no MFA being used.

0 comments
175 votes

difference in amount between pending and confirmed transaction

It would be a great feature to alert if the amount changes when a pending transaction posts. e.g. there is a pending transaction of $20. When it post the transaction posts as $25. So there should be an alert that the amount of that transaction changed. This will helpful to make sure the final transaction posted […]

Under Review 0 comments
2 votes

Add an “Investment View”

I love using Piere — it’s become my go-to financial assistant for tracking spending, insights, and AI-powered financial guidance. However, one key area I still rely on other platforms for is investment tracking. It would be incredibly valuable if Piere could offer an Investment View that consolidates and visualizes investment data across all connected accounts. Problem […]

0 comments
1 vote

Split transaction between Piere users

When a transaction is made, allow the transaction to be split among two Piere users, with each having the ability to split and designate separate categories for their share. This is one of the main reasons I switched to Piere but it has not been implemented yet.

0 comments
11 votes

Creating a manual budget

Creating a manual budget with the ability to change dollar amounts and any time, good for tracking credit card paymens due and other bills directly coming out of your checking account so you can track payments due and cash flow

Under Review 0 comments
6 votes

Add ability to add transaction rules based on original description

Add ability to add transaction rules based on original description. E.g. transactions from Fidelity brokerage account has original description, but the merchant is marked as Fidelity. So it is not easy to add rules based on that.

Under Review 0 comments
8 votes

Link Cash Deposits to Cash Account

PROBLEM: When depositing cash from my Cash Wallet account to my bank account, I must manually create two separate transactions to maintain accurate balances: 1. The bank deposit (auto-imported, categorized as "Cash Spending Transfer") 2. A manual expense in Cash Wallet to reduce the cash balance by the same amount This creates duplicate work and clutters transaction history with […]

Under Review 0 comments
30 votes

Budget change should not impact previous months

If I set a budget for August, it should not retroactively change the budgets I set for past months. Perhaps I got a new job and know I’ll be making more income. Perhaps my rent is going up, and I want to budget for that. Updating budgets to reflect my current situation shouldn’t impact my […]

Under Review 0 comments
15 votes

show extra income as a green bar

When I earn more than I budgeted for, the bar at the top should be green. Yes, I’m “over” budget, but in a positive way.

Under Review 0 comments
11 votes

Federal student loan tracking

Adding a way to connect federal student loans (e.g. GRADPlus loans, Stafford loans; mine are managed through Aidvantage specifically) and track repayment progress

Under Review 0 comments
13 votes

real estate

zillow or red fin integration to be able to track real estate value in net worth

Planned 0 comments
3 votes

Two-Factor Authentication for Piere Web

A password, no matter how complex, simply isn't enough security. Two-Factor authentication or a passkey would be an excellent addition. It honestly concerns me that given the sensitivity of the data, this wasn't included from the get-go.

0 comments
19 votes

Notify re: Account Connection Status

Put connection statuses next to accounts in the Growth tab. Do not remove accounts. Automatically attempt reconnection. Attempt reconnection for multiple accounts at once. Goal: keep me informed and up-to-date regarding my accounts and net assets.

Planned 0 comments
12 votes

Piere for Web – Sort Institutions

The list of institutions currently does not appear to have any reason for the display order. Would be nice to have an option to sort the institutions alphabetically.

Planned 0 comments
12 votes

Swipe through budget

I often want a quick look at how I'm doing throughout the months. Currently on the monthly budget screen the month has to be selected from a drop-down. Would be nice to be able to swipe the screen right or left to flip through the months.

Under Review 0 comments
6 votes

Digs question/answer history?

Remember what we learned? Fun facts and trivia like average household energy spend to flex on our fiscally less educated peers

Under Review 0 comments
6 votes

Change up the view of the budgeting window

I like how the budgeting window is so far, but to make it MUCH more usable, please consider updating the style to Mint. I loved how easy it was to set up the budget and ESPECIALLY the cash flow per month. Although I like the pie chart for spending, I feel like a great addition […]

Under Review 0 comments
5 votes

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.

Planned 0 comments
41 votes

Split Expense on Web

The ability to split an expense between categories on the web version.

Planned 0 comments
30 votes

Search by Amount

The abilility to search for a transaction by just entering the amount in the search bar at the top. The "Select Amount" filter currently doesn't seem to work. However, even if it did work, that creates extra steps vs just being able to type in the amount you are searching for in the search bar like […]

Planned 0 comments