When migrating a bank connection from one data provider to another (e.g., MX to Plaid), users may lose custom transaction categorizations, notes, and tags they have applied over time. Currently, the migration wizard does not warn users about this possibility, nor does it offer any way to back up or export their customized transaction data […]

Users with Voya retirement accounts through smaller employer plans (such as GLC Retirement Plans for nonprofit organizations) are unable to connect their accounts. Plaid’s catalogue covers a number of larger employer-specific Voya plans, but many smaller or nonprofit-sponsored plans are not listed. Adding support for additional Voya Retirement employer plan variants – particularly those used […]

Users with a Best Buy Credit Card issued by Citibank are unable to connect their card automatically. This card was previously accessible through MX, but since MX is no longer supported, there is currently no way to link it via our current data provider (Plaid). Adding Plaid support for this institution would allow users to […]

Users are requesting the ability to connect Ohio Public Employees Retirement System (OPERS) accounts to Piere for automatic balance tracking. OPERS is not currently supported via Plaid. Adding support would allow users to include their pension and retirement balances in their overall net worth picture in Piere. In the meantime, users can track balances manually […]

Users are requesting the ability to connect DoverPhila Federal Credit Union accounts to Piere for automatic balance and transaction syncing. This institution is not currently supported via Plaid. Adding support would allow users to track their banking, savings, and loan accounts from this credit union alongside their other financial accounts in Piere. In the meantime, […]

When migrating bank accounts from MX to Plaid using the migration wizard, users must manually map each MX account to its corresponding Plaid account one by one. For users with many accounts at a single institution (e.g. 20+ accounts), this is time-consuming and error-prone – especially since account names may differ between providers and accounts […]

On the budget page, the cashflow chart currently shows only the last 6 months of data. It would be great to be able to scroll back further and view a longer history of cashflow trends over time. This would help users track spending and income patterns across a wider time horizon and spot longer-term trends […]

Users with a mortgage through Onity Mortgage (onitymortgage.com) would like to connect their account in Piere via Plaid to track their mortgage balance and payment history alongside their other financial accounts. Currently, Onity Mortgage is not supported as a Plaid-connected institution. Adding support would allow users to see their full financial picture, including this mortgage, […]

Users would like to connect their Bright Start 529 College Savings Plan account to Piere via Plaid. Bright Start is an Illinois-sponsored 529 education savings plan. Adding Plaid support for this institution would allow users to automatically sync their 529 balance and transaction history alongside their other accounts, giving them a more complete picture of […]

Bring back the top-level budget view that separates spending into two buckets: mandatory expenses (rent, utilities, insurance, loan payments, groceries) and discretionary expenses (dining, entertainment, shopping, subscriptions). This split is a core financial planning tool. It lets users immediately see their baseline fixed costs versus flexible spending, track trends for each category type independently, and […]

Allow users to hide or disable individual widgets on the app’s home screen – for example, the Budgeting widget, the “Ask anything about your money” AI prompt, and the Piere IQ insights widget. Users who prefer a minimal view focused on account balances and net worth should be able to remove widgets they don’t use, […]

With the transition away from MX, some users have found that their financial institutions are no longer supported or have had difficulty maintaining connections through Plaid. It would be valuable for Piere to actively expand its supported institution list – either by broadening Plaid coverage or exploring additional data provider options – so that users […]

Users with a Harley Davidson Visa credit card (harley-davidson.com) would like to connect their account to Piere via Plaid for automatic balance and transaction syncing. With the transition to Plaid as the sole data provider, users who previously connected their Harley Davidson Visa via MX are no longer able to sync their accounts. Adding Plaid […]

Add support for connecting Cetera Advice Works (https://www.ceteraadviceworks.com) accounts through Plaid. Users with Cetera Advice Works accounts would like to be able to link and sync their financial data within Piere, just as they can with other supported institutions. Adding this institution to the Plaid connection catalog would allow those users to track their Cetera […]

Users with accounts at Savings Plus (savingsplusnow.com) are currently unable to connect them to Piere because Savings Plus is not available as a supported institution via Plaid. Adding support for Savings Plus would allow users to automatically sync their balances and transactions for a complete picture of their finances.

Users with Ford Motor Credit accounts (https://accountmanager.ford.com) are currently unable to connect them to Piere because Ford Motor Credit is not available through Plaid. Adding support for this institution would allow users to track their Ford auto loans and financing alongside their other accounts in one place.

Allow users to download their budget data as a spreadsheet file (CSV or Excel) for easier tracking, analysis, and reporting outside the app. This would let users work with their budget numbers in tools like Excel or Google Sheets, build custom reports, or share their budget with a partner, accountant, or financial advisor.

Users with accounts at IA Financial Group (iA Financial Group / iA Insurance) would like to be able to connect their accounts to Piere for automatic balance and transaction syncing. IA Financial Group is a major Canadian financial institution offering investment accounts, insurance products, and retirement savings plans (RRSP, TFSA, etc.). Adding support for this […]

Users would like to connect their mystreetscape.com accounts (used by Florida Atlantic University employees and others through Osaic’s Wealthscape Investor platform) to Piere via Plaid for automatic balance and transaction syncing. Currently, this institution does not appear to be available through Plaid, making it impossible to add or keep it synced automatically. Adding support for […]

With the transition to Plaid as the sole data provider, users who previously connected their HSBC US accounts via MX are no longer able to sync their accounts, as HSBC US is not currently available as a supported institution on Plaid. It would be great if Piere could work toward adding HSBC US to the […]

Users want to connect their T-Mobile Money accounts (t-mobile.com) to Piere for automatic transaction syncing and balance tracking. T-Mobile Money is currently not available through Plaid, so users cannot link this account. Adding support for T-Mobile Money would allow these users to track all their finances in one place without manual entry.

Users would like to connect their Crosscountry Mortgage by Roundpoint account (login portal: https://ccmportal.youarehome.com/crosscountry/#/login) to Piere for automatic mortgage balance and transaction tracking. Currently, this institution is not available through Plaid, leaving users unable to sync their mortgage data automatically. Adding support for this institution would allow users to track their mortgage balance and payment […]

Users who hold accounts with Figure (figure.com) – such as a Home Equity Line of Credit – are unable to connect their Figure accounts via our current data provider (Plaid). Figure was previously available through MX, but with MX no longer supported, users have no way to sync their Figure accounts in Piere. Adding Figure […]

Users would like to connect their Dollar Savings Direct (dollarsavingsdirect.com) accounts to Piere. Dollar Savings Direct is an online high-yield savings account provider, and it is not currently available through Plaid. Adding support for this institution would allow users to track their savings balances and transactions alongside their other accounts in Piere.

It would be great if Piere supported connecting to Western Alliance Bank’s High-Yield Savings account (https://highyieldsavings.westernalliancebank.com/). Currently this institution is not available through the data provider, so users cannot automatically sync their balances and transactions. Adding support for Western Alliance Bank would allow users to track their high-yield savings alongside their other accounts in Piere.

Users with Lively HSA accounts would like to connect them to Piere via Plaid for automatic balance and transaction syncing. Lively (lively.com) is a popular HSA provider, and adding Plaid support for it would allow users to track their HSA contributions, investment balances, and spending alongside their other accounts in Piere.

Users with Lincoln Financial Group accounts (regn.lincolnfinancial.com) would like to connect them to Piere via Plaid for automatic balance and transaction syncing. Lincoln Financial Group offers retirement, life insurance, and group benefits accounts. Currently, Lincoln Financial is only available through MX – adding Plaid support would give users a reliable, ongoing connection option for this […]

Users would like to connect their Lincoln Financial Group accounts (regn.lincolnfinancial.com) to Piere via Plaid for automatic balance and transaction syncing. Lincoln Financial Group is currently available through MX, but Plaid support is not yet available. Adding Plaid connectivity would give users an alternative connection method for their Lincoln Financial retirement, insurance, and investment accounts.

Users with Surency health benefits accounts (member portal at surencymember.lh1ondemand.com) would like to connect their accounts to Piere via Plaid for automatic syncing. Currently, Surency is only available through MX. With MX connections ending, having Plaid support for Surency would allow users to continue tracking their health benefits accounts without interruption.

Wex Health (benefitslogin.wexhealth.com) is currently only available to connect through MX. Adding support for Wex Health via Plaid would give users more flexibility in how they link their health benefit accounts and ensure they can access their data through their preferred connection method. This is particularly useful for users who rely on Plaid for their […]