Users would like to connect their Select Portfolio Servicing mortgage account (spservicing.com) to Piere for tracking purposes. Currently, this institution is not supported through Plaid or MX. Adding support would allow users to track their mortgage balance and payment history alongside their other accounts in one place.

Sun Life Financial is a major Canadian financial institution offering investment accounts (RRSP, TFSA, RRIF, mutual funds) and insurance products. Currently, Sun Life Financial can only be connected via MX, but with MX connections ending, users who hold accounts at Sun Life Financial have no alternative data provider to maintain visibility into their accounts within […]

When tracking a home or vehicle as a manual asset in Piere, it would be helpful if the platform could automatically pull in current market value estimates from third-party sources – for example, Zillow for home values and Kelley Blue Book (KBB) for vehicle values. This would keep net worth calculations up to date without […]

Allow users to manually edit the daily balance values that feed into the Net Worth tab’s historical chart. This would let users correct inaccuracies or smooth out double-counting in past balance data – for example, when a connected account briefly shows an incorrect balance due to a sync issue, leaving a visible spike or dip […]

Users would like to connect their John Hancock Retirement accounts (myplan.johnhancock.com) via Plaid. Currently, John Hancock Retirement is not available as a Plaid-supported institution in Piere. Adding Plaid support would allow users to sync their retirement plan balance and transactions automatically alongside their other accounts.

Users with HealthEquity accounts (HSA, investment accounts at healthequity.com) would like to connect them directly to Piere via Plaid for automatic balance and transaction syncing. Currently, HealthEquity accounts must be tracked manually. Adding Plaid support for HealthEquity would allow users to automatically track their HSA savings and investment balances alongside their other accounts.

Users with a mortgage through Cross Country Mortgage (crosscountrymortgage.com) would like to be able to connect their account in Piere to track their mortgage balance and payments alongside their other financial accounts. Adding support for this institution would help users get a complete picture of their net worth and debt obligations in one place.

Add support for connecting Barclays US credit card accounts (cards.barclaycardus.com) via Plaid. Users with Barclays US cards are currently unable to link their accounts to Piere, making it impossible to track balances and transactions from this institution automatically. Adding Plaid integration for Barclays US would allow these users to consolidate all their finances in one […]

Users would like to connect their UIF Bank (University Islamic Financial) accounts automatically through Piere. Currently, UIF Bank is not supported through Plaid or MX, so users must track it manually. Adding support for UIF Bank would allow automatic transaction syncing and balance updates for this institution. UIF Bank is an Islamic finance institution that […]

Users are requesting the ability to connect their Actors Federal Credit Union accounts to Piere for automatic transaction syncing and balance tracking. Currently, attempts to connect this institution via Plaid fail immediately. Adding support for Actors Federal Credit Union would allow members of this credit union to track all their finances in one place.

RoundPoint Mortgage (roundpointmortgage.com) is currently only available to connect through MX. Users report that the MX connection expires quickly and requires frequent re-authentication, making it unreliable for tracking mortgage balances over time. Adding support for RoundPoint Mortgage through Plaid would provide a more stable and persistent connection option for users who hold mortgages serviced by […]

Users with EBC Flex benefit accounts (employer-sponsored HSA and flexible spending accounts managed through the EBC Flex participant portal at portals.ebcflex.com) would like to connect these accounts directly in Piere to track their health savings and benefit balances alongside their other financial accounts. Currently EBC Flex is not available as a supported institution through Plaid […]

Users would like to be able to connect their Willow Wealth (willowwealth.com) accounts to Piere for automatic transaction syncing and balance tracking. Adding support for this institution would allow users to consolidate their Willow Wealth accounts alongside their other financial accounts in one place.

Users would like to connect their Optum Financial (formerly ConnectYourCare) HSA/FSA accounts to Piere for tracking. Optum Financial is a major health savings account (HSA) and flexible spending account (FSA) provider. Connecting these accounts would allow users to see their HSA/FSA balances and transactions alongside their other financial accounts in Piere. Optum Financial is accessible […]

When setting a monthly budget for a category, it would be helpful to see a calculated average of actual spending in that category over a selectable time period – for example, the last 3 months, 6 months, year-to-date, or the past year. This would make it much easier to set realistic budget targets based on […]

Allow users to receive Payday Alerts (and potentially other financial push notifications) without displaying the dollar amount in the notification preview text. This would let users stay informed about financial events without exposing sensitive balance or income information on their lock screen or notification shade in public or shared environments. A simple toggle in notification […]

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 […]

Users who participate in engagement programs like Daily Digs to earn monthly credits toward their subscription are looking for a way to continue offsetting their subscription costs if Daily Digs or similar features change or become unavailable. A dedicated rewards or cashback mechanism – such as earning credits toward subscription fees by completing in-app activities […]

Some users find the app’s interface busy or overwhelming, and would like a simpler, more streamlined user experience. This could include reducing visual clutter on key screens, surfacing only the most essential information by default, and offering a “simplified” or “minimal” view mode. A cleaner, more focused UI would help users navigate the app with […]

Allow users to copy a budget they’ve built in one month and apply it to other months – both past and future – without having to manually rebuild each month from scratch. This would make it much easier to retroactively track spending categories across a full calendar year, or to quickly set up consistent monthly […]

It would be great if Piere included a built-in debt payoff planner that supports both the avalanche method (paying off highest-interest debt first) and the snowball method (paying off smallest balance first). Users could enter their debts, choose a strategy, and see a projected payoff timeline along with total interest savings. This would help users […]

When filtering transactions by merchant, the current UI presents an endless scrollable list of all merchants. This makes it difficult to quickly find and select a specific merchant, especially for users with a large number of unique merchants in their history. The request is to replace (or supplement) the scrollable list with a text input […]

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 […]

It would be helpful to have a setting to hide or disable the emojis that appear next to category names throughout the app (e.g. in transaction lists, budget views, and reports). Some users prefer a cleaner, text-only display without icons. A toggle in the app’s display or preferences settings would allow users to choose their […]

Users would like the ability to refer friends to Piere through a personal referral code or shareable link. A referral program could allow existing users to invite friends to join the app, potentially with incentives for both the referrer and the new user. This would make it easier to share Piere with people in your […]

The current workflow for migrating or transferring accounts to Plaid in the iOS app involves too many screens, unclear instructions, and a manual account-matching step that many users find overwhelming or confusing enough to abandon entirely. Key improvements requested: 1. Smarter automatic account matching – if the last 4 digits of an account number match, […]

Currently, transaction rules for auto-assigning categories are limited to criteria like merchant name. This request is to add transaction amount (or amount range) as an additional matching criterion. This would be especially useful for cases where the same merchant (e.g., Venmo) is used for multiple types of spending at fixed amounts. For example, a user […]

Users are requesting the ability to connect their Aven (aven.com) credit card account to Piere for automatic transaction syncing and balance tracking. Aven offers a home equity-backed credit card product that is not currently supported as a linkable institution. Adding support for Aven would allow users who hold this card to track their spending and […]

Allow users to connect their Ramp account to Piere so that transactions from Ramp corporate cards and expense management accounts can be synced automatically. Ramp is widely used by small businesses and nonprofits, and being able to track Ramp transactions alongside personal and business accounts would make Piere a more complete financial picture for many […]

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 […]