Users are requesting the ability to connect their Sheet Metal Workers Federal Credit Union (SMWFCU, smwfcu.com) accounts to Piere for automatic transaction syncing and balance tracking. This institution is not currently available through our data provider. In the meantime, accounts can be tracked manually.

Currently, MBNA Credit Cards (Canada) is not supported via Plaid. Previously this institution was available through MX, but with MX no longer supported, Canadian MBNA cardholders have no way to automatically connect their accounts to Piere. Adding Plaid support for MBNA Canada would restore automatic syncing of balances and transactions for affected users. In the […]

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 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 […]

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 […]

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 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 […]

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 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.

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 […]

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.

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 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 […]

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 […]

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 […]