Allow users to import historical transactions in bulk by uploading a CSV or spreadsheet file. This is especially useful when switching between data providers (e.g., from MX to Plaid) where the new provider only retrieves a limited history window, leaving a gap in older transaction data. Users who have downloaded or reformatted their historical transactions […]

Users with retirement accounts managed through Alight Retirement for AIG are unable to connect their accounts because the AIG-specific Alight portal URL (https://worklife.alight.com/ah-angular-afirst-web/#/web/aig/login) is not currently supported. Alight Retirement operates employer-specific URLs for different companies, and the AIG version is not listed as a supported institution. Adding support for this URL would allow AIG employees […]

When viewing your net worth in Piere, it would be useful to be able to tap or click into the total to see a breakdown of which accounts and balances are contributing to the calculation. This would make it easier to spot anomalies (like a duplicated account inflating the number), verify accuracy, and understand exactly […]

When a user’s income budget category is exceeded, the current notification message says “Adjust other categories in your budget to still end the month under budget.” This phrasing doesn’t make sense for income – exceeding an income budget is a positive event (you earned more than expected), not a spending problem. A smarter alert for […]

It would be useful to see a grand total of spending per category across a full year (or custom date range), not just month by month. This would help users understand their annual spending habits at a glance and make it easier to plan budgets for the following year. Currently, the “Transactions by Category” view […]

When a loan is manually added to Piere, users should be able to edit the loan details after initial submission – including fields like the minimum payment amount. Currently, once a manual loan is submitted, certain details (such as minimum payment) cannot be updated, leaving users unable to keep their loan information accurate over time. […]

When transactions are excluded from the budget (e.g. investment account activity, robo-advisor transfers), they still appear in the transaction review stack, requiring users to manually dismiss them one by one. It would be useful to have a way to auto-accept or bulk-dismiss these excluded transactions so that the review queue only surfaces transactions the user […]

Users would like the ability to manually designate which accounts contribute to the “Savings” total displayed on the dashboard, regardless of account type. For example, a checking account used primarily for saving (such as an investment app’s cash account) would ideally count toward the Savings figure. Currently, only accounts classified as Savings under Banking contribute […]

When setting up a Move with a goal like “pay off high interest credit cards,” users would like the ability to manually select which specific accounts or cards are targeted – rather than having Piere choose automatically. This would give users more transparency and control over how their money is directed, especially when the app’s […]

Allow users to manually edit the rolled-over amount on rollover budget categories. Currently, rollover budgets automatically carry forward the surplus or deficit from the previous month, but there is no way to override or manually set the rollover amount. An edit option (e.g., a pencil icon on the budget category detail screen) would let users […]

On the budget tab in the web/browser version, clicking on a category’s monthly allowance amount currently navigates to the monthly view for that category. It would be more intuitive if clicking the number directly opened an inline edit field to adjust the monthly allowance – similar to how spreadsheets work. This would save users from […]

Some users find that their connected institution data is not refreshed frequently enough, with balances and transactions sometimes being days or weeks out of date. Increasing the frequency of automatic syncing – or offering an on-demand refresh option – would help users stay on top of their finances in real time and make Piere’s data […]

When switching a bank connection from one data provider to another (e.g., from MX to Plaid), closed accounts and their transaction history that cannot be automatically mapped to the new connection are currently at risk of being lost or orphaned. Users who want to switch providers for reliability reasons are blocked from doing so because […]

Some financial institutions offer embedded or linked bank accounts within a brokerage platform – for example, Morgan Stanley Private Bank is accessible through the E*TRADE login with no separate credentials. Currently, when connecting E*TRADE in Piere, only the brokerage account is imported; the embedded bank account is not surfaced. It would be helpful if Piere […]

Users with E*Trade brokerage accounts often have an associated Morgan Stanley Private Bank account (accessible via us.etrade.com). Currently, this banking account cannot be connected to Piere. It would be helpful to support syncing the Morgan Stanley Private Bank account – including balances and transactions – especially for users who already track their E*Trade brokerage accounts. […]

For credit cards with multiple card numbers and different users, I’d like to exclude all but my own card/purchases. Mint had a way to do this so it must be possible somehow…