Homepage - Bank balance widget chart
The new homepage layout removed the 6-month historic bank account balance chart, so now we're only left with a 1-month view in the bank accounts tab.
Can you consider having an option to display the balance history chart on the home page widget once again, or make the chart on the bank accounts tab configurable to display the previous 1/3/6/12 months? It might also be worth considering an option to project the next 1 month balance based upon known income and expenses.
Jay Cooper
shared this idea
Hi there!
Thanks for sharing such detailed feedback on the bank balance charts.
I’ve categorized this as Gaining Support. While we don't roll back to previous versions of the homepage, I’ve refined your idea to focus on making the balance charts configurable (1, 3, 6, or 12 months).
This covers your need for historical data while allowing for future flexibility.
Since our forum works best with one idea per post, I've focused on the chart visibility first. I’d recommend raising the "balance projection" as a separate suggestion so it can be voted on individually!
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Grant Cole
commented
On the manage-bank-accounts page (not on the dashboard), the bank account balance graph used to show 180 days of data. This has now been shortened to 30? I used this frequently to see which day of each month had the lowest balance (for example) so I could quickly notice cash trends. Only showing 30 days now is of no help.
There appears to be no report that provides this info, nor are Xero Analytics of any use. Again - 30 days. I'm now thinking my only option is to manually export data to Excel which just generates more work.
Please restore this feature, and mayby ask customers if they use a feature before removing it. Who knows what you'll remove next.
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Bee Hesketh
commented
Agreed. It's also a lot less obvious now whether a bank account is fully reconciled or not.
It's also impossible to keep all of our bank accounts together in the same view, as the columns move around depending on the viewport size.
No idea why this pointless update was made when there are so many fundamental features that have gone ignored for years.
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Phil Callan
commented
Hi Kelly. I would also like to see the bank balance graph return to the home screen or even the banking page where it is now only 1 month. Options to see 3, 6 and 12 months would be great.
In other news. I really like the new Tasks feature and Recent Invoice Payments. These are great additions for me. Thanks. Phil.
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Sam Barham
commented
Seconded this. The graph on the old bank account widget was much clearer and made it easier to quickly check when a credit card needed to be paid off for example. This is now not possible.
Appreciate this might not be needed for everyone, so an ability to turn it off and on in the widget settings might be useful.
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Peter Rice
commented
I like the graph view of the bank accounts as its easier to see trends or anomalies for a quick snapshot of the business which is the main use of the dashboard. The old layout was much clearer in this regard.
The reporting dates for the widgets could also be adjustable to make it more customisable. -
Bryan Steel
commented
I agree, please keep this feature.
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Paul Johnson
commented
Bring back the account graphs - perhaps when clicking on account transactions from the homepage (and not displayed on the homescreen as previously). This was a useful feature to see if account(s) were overdrawn in a period and to review credit card(s).
