There needs to be a feature to allow transactions to be automatically hidden from budget if a certain tag is applied (based on user's setting of said tag). This was a very basic feature from Mint even during Mint's early days (i.e. we all have a ton of transactions that shouldn't apply to our budget, […]

Budget needs to be based on main category, not dozens of sub categories. It makes no sense to have budgets for 5-6 items each per main category, that is too granular and extremely cumbersome to the point that budgeting is near-useless. If I budget $500 for food, it shouldn't matter if I'm spending on fast […]

There should be the ability to set an account as closed and keep the transaction history and zero out the balance of the account. It seems that once an account has closed, the balance is stuck at the last balance and does not update to $0

The account list ordering seems random. This is under 1) Add manual transaction==> Account and ) Transaction/Report Filter==> Account and 3) Under my institution to reconnect/connect an account It would be nice to have the ordering to be alphabetical order by custom account name or institution, so one can easily find an account

I purchase a gift card for $200 as the main transaction. Of course, I won't use this gift card all at once, so I use split transaction every time I make a purchase with this gift card. Every time I split the transaction, the "main" transaction where it deduct the balance from is random Example Day 1 Transaction […]

I’ve seen many rule related requests on the feature board. Can we please have the option to disable the Rule prompt when changing a txn category? It is incredibly annoying to keep discarding that pop up every time. Or worrying about accidentally tapping on “apply to all”.

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 […]

The current iOS app on iPad is just in a phone sized window. Could really use a dedicated iPad app with better scaling and layout

When editing a transaction it would be really nice to not have to select the category, then click save, then click apply to all or just once. If I am selecting the category, I obviously want it to save.

It would be great to filter the Net Worth chart on the growth page by individual account.

Transaction rules should apply to either past, future, or all groups of transactions instead of requiring the rule to be applied to all

Below is a list of institutions we have requested be added by MX. If they are on this list it means MX has been unable to add them at this time, but they are aware they need to be added. Outstanding requests for new institutions: Alight Solutions – MUFG Alight Solutions – Ford Alight Solutions […]

I would like to have API access that customers can use to pull their own data. Piere does all the hard work of connecting to all my various accounts and pulling transactions into one place. It would be nice to use an API to get this info for use with automations, tying into third-party services, […]

Essentially something similar to wealthfront’s retirement tracker that can help user estimate whether they are on track to retire by a certain age the user desires. This can be based on current trends/budgets and what the user expects to spend per month in retirement. Unlike wealthfront, user should be able to determine which accounts are […]

I’m on Android and use Bitwarden password manager. When Bitwarden is unlocked and I need to login to Piere, I would expect that clicking either on the password field or the username / phone number field would show a button on my keyboard to Auto-Fill the password through Bitwarden, but that’s not currently implemented. UX […]

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!

I wish there was a way to make a simpler budget. I have previously used the 50/30/20 budgeting method and wish there was a way for me to continue using it on this app

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

It would be amazing if the CSV transaction export included information on whether each transaction is pending. Or alternatively maybe allow filter including/excluding pending transactions in the reports section.

instead of last 30 days spending, “this month” time frame is more useful for a quick look in the home screen for the report card. This month = 1st day of the month ~ today can we change the default time frame to “this month”？ or enable us to set preferred time time frame will […]

Can we get Sankey Diagram style reporting feature similar to how other apps do it?

In mint it used to be that if you had an expense that was not in a designated category it would fall under “everything else” which you could also put a limit to. This was incredibly useful for discretionary expenses that varied widely month to month. The current granular system in Piere is rather painful needing to […]

From a user: I would like to have an indicator if there is a tag and what tag a transaction has.  I.E. Color-coded dots, so you don’t have to open each transaction.

Be able to save custom account and/or date filters for net worth under favorites. 

automatically categorize manual transactions based on merchant like is already done for automated transactions. 

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…

Right now, we have the option under Account Details to “Hide from Budgets & Trends”. It would be great if this was split into two options so we could chose to hide an account just from our budget or just from our trends

Pull amount due and pay by date from credit card accounts

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 […]

Similar to other banking apps, it would be nice to blur or hide the content when the app is running in the background.