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!