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 […]

Once a user has watched the “Enable rollover budgeting” tutorial, the promotional popup at the top of the Budget page should no longer appear. Currently the prompt persists after viewing, requiring users to scroll past it every time they visit the Budget page. It would be a better experience to automatically dismiss this prompt once […]

Users want the ability to manually trigger account refreshes more frequently – ideally daily or on-demand – rather than being limited to approximately once per week. Currently, even when accounts show a “green” connected status, the last sync can be 2-3 days old and triggering a manual refresh is restricted in frequency. This is especially […]

Currently, Piere shows net worth and percentage change in investment account values, but does not calculate true investment performance or return on investment (ROI) over time. Users would like to see metrics such as time-weighted return, total gain/loss, and annualized performance for their investment accounts – going beyond simple value change to reflect actual portfolio […]

Currently, Piere requires users to log in with their phone number and password. It would be useful to also support logging in with an email address, giving users the flexibility to choose their preferred credential. This would improve accessibility for users who prefer email-based authentication or who have trouble remembering which phone number is associated […]

It would be useful to be able to exclude specific categories or tags from reports. For example, a user might want to create a report showing only discretionary spending by hiding a “Bills” category, or exclude transactions tagged as “travel” (funded from sinking funds) to get a cleaner view of their regular monthly budget. This […]

Currently, when a user creates a custom budget category, there is no way to replace or substitute a predefined budget category with it in the budget area (where monthly budget amounts are assigned). Users are stuck with the predefined categories and cannot swap them out for their own custom ones. It would be helpful to […]

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.

It would be amazing if the CSV transaction export included information on whether each transaction is pending. Or alternatively maybe allow filter including/excluding pending transactions in the reports section.

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! 

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 […]

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.

It would be amazing to track recurring transactions to see “free to spend” before one’s next payday

It would be useful to receive email (or push) notifications when a bill or recurring expense is coming due. Users could opt in and choose which bills or subscriptions they want to be alerted about, and how far in advance. This would help users stay on top of due dates without having to open the […]

Users who create custom sub-categories in Piere currently have no way to remove or delete them if they were added by mistake or are no longer needed. It would be helpful to have a “Delete” or “Remove” option on custom sub-categories, similar to how custom categories can be managed. This would help users keep their […]

For users who rely heavily on credit cards, it would be extremely useful to have dedicated tracking of credit card billing cycles – specifically showing the current statement balance and the upcoming payment due date for each card. Most personal finance tools show credit card balances in real time but don’t surface the statement amount […]

Some users prefer to navigate and manage their finances without AI-assisted suggestions or prompts. It would be helpful to have a setting that allows users to disable or opt out of the in-app AI assistant entirely, so they can use Piere on their own terms without AI interactions.

Allow Moves to be set up to and from investment or brokerage accounts – not just checking and savings. Many users want to automate transfers to accounts like Fidelity or other investment platforms as part of their financial plan. Expanding Moves beyond traditional bank accounts would make automated money management significantly more powerful for users […]

Currently, couples who want to track finances together must share a single Piere account, which prevents each partner from independently tracking their own separate accounts, budgets, and goals. It would be valuable to support a “household” model where multiple users (e.g., partners or spouses) can each have their own individual profile and accounts, while also […]

On mobile, users can manually trigger a force refresh of their institution connections from the Net Worth tab. This same capability is not available on the web app – the refresh button on the Institutions page does not trigger a forced sync the way the mobile version does. It would be helpful to have a […]

Many users manage their finances through Canadian institutions such as Wealthsimple and American Express Canada, but these are not currently supported for automatic account connections in Piere. Adding support for Canadian banks, brokerages, and credit card providers would allow Canadian users to track all of their spending and investments in one place – which is […]

Currently, importing a CSV file for a manual account replaces the entire transaction history rather than appending to it. Users who regularly download and import new transactions (e.g. weekly) lose all existing history and any manually-edited categories each time they import. The request is for a true append/merge mode for CSV imports that: – Adds […]

Allow budgets to be set for overarching categories. For example, shopping can be allotted $500 overall, and purchases in any subcategory within the category go towards that overarching budget, rather than needing to set a budget for each sub category.

Many employers use Alight Solutions as their 401(k) and benefits provider. Alight operates employer-specific login portals (e.g., worklife.alight.com/[employer-slug]/login), which means each employer has a distinct URL rather than a single shared login page. Users would like the ability to connect their Alight-managed retirement accounts to Piere so that their 401(k) balances and transactions are automatically […]

On the Piere web/desktop app, the profile icon and account controls (including logout) are currently located at the bottom of the sidebar. Most web applications follow the convention of placing these controls in the top-right corner of the screen, which is where users instinctively look for them. Moving the profile menu, logout button, and related […]

We can toggle whether or not a purchase has been reviewed. This should be reflected in filtering to quickly look at unreviewed transactions

When a budget amount is changed, the update currently applies retroactively to all past periods. It would be useful to have budget amounts locked to the period they were set in, so users can see what their budget was at any given point in time and whether they were within budget based on the original […]

When applying a category or transaction rule to all matching transactions at once, the action currently takes effect immediately with no confirmation step or way to undo it. This can result in a large number of transactions being miscategorized if the button is pressed accidentally. It would be very helpful to either: – Show a […]

Users would like to be able to open the Piere app and authenticate directly via Face ID (or Touch ID / biometric) without any additional steps – just tap the app icon and scan. Currently, the login process requires more steps than users expect. A streamlined biometric-first login experience would improve convenience and reduce friction […]

When a loan or account is transferred or sold to a different servicer, it can appear as two separate accounts in Piere – one for the old servicer and one for the new one. Users would benefit from being able to merge or combine these two accounts into a single unified account, preserving the full […]