When setting up a transaction categorization rule (e.g., “always categorize this vendor as Groceries”), users would like the option to apply that rule retroactively to all existing transactions from the same vendor – not just future ones. This would save significant time when a vendor has many historical transactions that need to be recategorized, and […]

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 […]

When a budget amount is changed, the update currently applies retroactively to all past periods. It would be useful to have budget amounts locked to the period they were set in, so users can see what their budget was at any given point in time and whether they were within budget based on the original […]

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 […]

I have a handful of manual transactions that I have created that I did not assign an account to. It is listed as NA in the web browser version under account. It would be nice if all these accounts gets sorted into a NA manual account and under transactions, I can filter by NA account.

Especially for Manual transactions, it would be great if we can change the account that the transaction is listed in.

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institution data is not refreshed frequently enough, with balances and transactions sometimes being days or weeks out of date.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 […]

Users are requesting the ability to access cash advances directly through Piere. This would allow users to get short-term funds against their upcoming income or account balances, helping them manage cash flow gaps without leaving the app. Adding a cash advance feature would expand Piere’s value as an all-in-one personal finance tool.

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 […]

When applying a category or transaction rule to all matching transactions at once, the action currently takes effect immediately with no confirmation step or way to undo it. This can result in a large number of transactions being miscategorized if the button is pressed accidentally. It would be very helpful to either: – Show a […]

It would be useful to have a dashboard or report section dedicated to investment activity, showing: – Total amount invested each month (across all investment accounts) – A configurable monthly investment target – A clear indicator of whether the target was met for each month This would help users stay on track with their investing […]

Users would like the ability to filter transactions by “Reviewed” vs. “Unreviewed” status on the Piere web app. This would make it easier to track which transactions have already been categorized or checked, and quickly identify ones that still need attention. This is especially useful for web users who regularly audit their spending and want […]

Some banks and financial services (e.g. CashApp, certain payroll providers) are not currently supported through Plaid or MX. Users would like the ability to connect their accounts by entering their routing and account numbers directly, so they can track deposits and transactions from these institutions without relying on an automated connection. This would be especially […]

Allow users to log in to Piere using biometric authentication such as Face ID or fingerprint (Touch ID) on supported devices. This would provide a faster, more convenient, and more secure login experience without requiring users to enter their password each time they open the app. Supporting both iOS (Face ID / Touch ID) and […]

Currently, when a user creates a custom budget category, there is no way to replace or substitute a predefined budget category with it in the budget area (where monthly budget amounts are assigned). Users are stuck with the predefined categories and cannot swap them out for their own custom ones. It would be helpful to […]

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. […]

Users would like to be able to open the Piere app and authenticate directly via Face ID (or Touch ID / biometric) without any additional steps – just tap the app icon and scan. Currently, the login process requires more steps than users expect. A streamlined biometric-first login experience would improve convenience and reduce friction […]

When a loan or account is transferred or sold to a different servicer, it can appear as two separate accounts in Piere – one for the old servicer and one for the new one. Users would benefit from being able to merge or combine these two accounts into a single unified account, preserving the full […]

The Net Worth line chart should dynamically adjust its vertical (Y) axis based on the range of values being displayed. Currently, the axis appears to use a fixed scale, which means small but meaningful changes in net worth appear as only a few pixels of movement — making it difficult to spot trends or gauge […]

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 […]

When Piere sends an email notification for a large transaction, it would be helpful to include the merchant name and/or transaction description in the email body. Currently, users receive an alert without this context, requiring them to open the app to see the details. Adding the merchant/description to the notification email would make the alert […]

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 […]

Please make the app interface more accessible by letting us adjust the font size etc. The fixed small font makes it really hard to use.

Hi, it would make the heat so useful if future dates, instead of being grey boxes could be the projected remaining cash for each day, subtracting normal bill dates etc.

Some transactions show as native when they should be positive, such as additions to retirement fund.

Security login logs and notifications to see who is logging in to your account and when would greatly increase security of accounts. This would be a requirement as there is no current MFA solution implemented but also should be something that is shown with MFA to determine if there is anyone trying to access an […]

Passkey support has become much more secure as it does not use a password. This would help in the case of no MFA being used.

It would be a great feature to alert if the amount changes when a pending transaction posts. e.g. there is a pending transaction of $20. When it post the transaction posts as $25. So there should be an alert that the amount of that transaction changed. This will helpful to make sure the final transaction posted […]

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 […]