Feature Requests
We’re in the process of migrating our previous features requests to this new area of the website. There may be existing requests that are not yet listed below, and we thank you for your patience during the migration.
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”. It would be great to filter the Net Worth chart on the growth page by individual account. 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 […] On the report tab, we click on the subcategory and it returns all transactions under that category. From there, we can select each transaction and edit it. It would be nice to add the select/edit multiple transaction feature from the transaction tab to the report tab. I just downloaded all my transactions into a CSV file. Column I "Account Name" seems to be the Default Account name provided by the Bank. I am requesting we add a column called Custom Account Name
For example, I have 2 Capital One Savings account. Transactions from both account number Column I shows "360 Performance […] Examples: Property Tax annual payment, annual subscriptions, annual credit card fee, dental insurance paid once/year 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 […] 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. 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, […]
Allow User to Disable Rule Prompt
See growth by account
Password manager auto-fill
Report Tab: Select and edit multiple transactions like we can from transaction tab
CSV export: Account Name should reflect the custom Account name, not default account named by the bank
Allow for an annual expense to be split out over the year
Account List: Appear in alphabetical order
Split Transaction: Have a Primary Bucket to Deduct from
Autosave after selecting a category
Customer API access for account/transaction data
Top Requests