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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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).