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 […]

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 […]

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 […]

I recently opened a dub app investment account and wanted to add it to piere so I could track all accounts. but notice you don't have that as an account to add… can this be done?

Overview of account balances on the main dashboard. Quicken Simplifi has cards for: Banking total - Cash & Checking total - Savings total - Credit Card total Property & Debt total - Property total - Debt total Investing total - Brokerage total - Retirement total - Other investments total Net Worth total - Banking total - Property & Debt total - Investments total You can swipe between the four cards and […]

Please change the pie chart in the new reports feature into bar charts. It’s nearly impossible to gain any insight from pies that have more than 2 or 3 pieces. 20 or more—yikes!

When Creating a manual transaction, there is the account drop down, it would be nice to have a search field to type in the account name instead of scrolling to find that account. Some of us have a lot of different accounts to sort through when assigning an account to a manual transaction

Basically any transaction that was categorized as “cash” could be automatically tied to my recent ATM withdrawals.   So if, for example, I take out $100 from the ATM and then spend $50 of that cash on food and $50 on transportation and enter it in Piere, I’d ideally like Piere to know that I […]

Currently discretionary spending is above mandatory. I’d like to be able to organize by priority of expense, from top to bottom

Be able to filter for transactions that aren’t tagged (e.g., in cases where you want to review new transactions, so you can filter by transactions that aren’t tagged yet)

Allow users to opt-in to MFA upon each login, for added security.

Add a cash flow forecasting view that projects account balances over the next 90 days (or a user-defined horizon) using recurring income, recurring bills, subscriptions, and budget allocations. Key capabilities requested: – Pull in known recurring income and expenses automatically to build a forward-looking cash flow timeline – Alert the user when a projected balance […]

Allow users to edit and delete custom tags and category names they have created – both in bulk and on individual transactions. Currently, once a tag or custom category is created, there is no way to rename or remove it if it was added incorrectly (e.g. due to a typo). Adding edit and delete functionality […]

When transactions are imported from banks and card networks, the raw merchant description string (e.g. “GUITARCENTER.COM CALL CT”) is often displayed as-is in the Merchant field. Other financial apps normalize these strings to clean, recognizable merchant names (e.g. “Guitar Center”). Improving merchant name normalization would make it easier to: – Identify transactions at a glance […]

Users should be able to hide or remove specific sub-categories from the transaction category picker so they don’t accidentally use the same sub-category name under different parent categories. Currently, some sub-category names (like “Groceries”) appear under multiple parent categories (e.g., both “Groceries” and “Food and Dining”), which can lead to transactions being split across duplicate […]

Currently, transactions categorized as “Transfer” – such as automatic mortgage payments – are excluded from the Budget screen. This means large recurring expenses like mortgage payments are invisible in budget tracking, even though they are a significant monthly outflow. It would be very useful to have the option to include specific Transfer-type transactions in the […]

When using the “Contact the Team” feedback form on the web version of Piere, there is currently no option to attach a screenshot or image. Adding the ability to attach screenshots would make it much easier for users to show exactly what they’re seeing when reporting a bug or issue, leading to faster and more […]

Allow users to set a persistent, custom sort order for their accounts in the Net Worth view. Currently, accounts may appear in a different order each session, making it difficult to reference balances in a consistent way across external tools or workflows. A static, user-defined ordering would let users quickly find and reference account balances […]

Allow users to track self-custody cryptocurrency wallets by importing a blockchain wallet address (e.g. an Ethereum or Bitcoin public address) directly into Piere, rather than only being able to connect through a centralized exchange (CEX) like Coinbase or Kraken. This would let users who hold crypto in hardware wallets, MetaMask, or other non-custodial wallets see […]

Allow multiple users (e.g., spouses or partners) to access the same Piere household under their own login. Currently, each person must create their own separate account and household. Many couples and families track shared finances together – being able to log in independently and view the same accounts, transactions, budgets, and net worth would make […]

When a transaction’s category is changed, the overall budget view should update automatically when you navigate back to it – without needing to manually hit refresh. Currently, after making a category change, users return to the budget overview and see stale data until they manually refresh the page or view. Real-time updates would make the […]

Allow users to expand the budget to show all individual transactions in a single scrollable view, organized by their own custom categories rather than Piere’s default category headings. This would make it easier to scan all spending at a glance without having to drill into each category separately. Useful for users who want a full […]

Allow users to bulk review, approve, or dismiss transactions from the web/desktop version of Piere, similar to the swipe-to-review (Transaction Stacks) experience on mobile. This would make it much faster to process large numbers of transactions on desktop, where a mouse and keyboard interface lends itself well to batch actions. Use cases include reviewing many […]

Currently, to manually trigger a connection sync, users need to navigate away from the Net Worth screen to the Institutions section. It would be more convenient to have a way to force a connection refresh directly from the Net Worth screen – for example, a refresh or sync button accessible without leaving that view. This […]

When hovering over a data point on the Net Worth graph, the tooltip currently rounds the value, making it difficult to distinguish between close net worth figures on different dates. It would be helpful to display the full dollar amount (unrounded) in the hover tooltip so users can accurately track small changes in their net […]

Add a Sankey diagram to visualize cash flow – showing income sources flowing into spending categories and savings. Sankey diagrams are one of the most intuitive and popular ways to understand where money is coming from and where it’s going. This would give users a powerful at-a-glance view of their full financial picture in a […]

Currently, Cenlar (a major mortgage servicer) can only be connected through MX. Users have reported that MX connections to Cenlar can be unstable, requiring frequent re-authentication. Adding Plaid support for Cenlar would provide an alternative connection path and improve reliability for users who hold mortgages serviced by Cenlar.

When exporting transactions from Piere, the date field currently includes a timestamp. Many budgeting and financial tools expect dates in a clean yyyy-dd-mm format (without a timestamp) for easy import and compatibility. It would be helpful to either export dates in yyyy-dd-mm format by default, or allow users to choose their preferred date format when […]

It would be useful to be able to pause or disable a bank connection so it stops syncing new transactions, without having to fully remove the connection and lose its history. This would be helpful in situations like keeping an older duplicate connection for its historical transaction data while preventing it from continuing to pull […]

We should be able to tap on a previous month’s budget, then set or edit the rollover amount for each budget category. This is useful for those of us migrating from other platforms, or who have budgeted via Excel, etc.