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Dashboard - Allow custom or extended timeframes (12+ months) for Cash In and Out widget

Can we be allowed to change the time selection on the cash in and out view (eg to 12/13 or even 18 months?) seems to be stuck on 6 months for me. I think to see trends you really need to see at least a year

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Kevin Lancaster shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded  · 

Hi there, thanks for the suggestion!


You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.


While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.


I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe

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  • Jamie Testa commented  ·   ·  Report

    Agreed! Our cash in/out can be choppy, so being able to change the time period displayed in the widget is crucial! Most helpful if whatever option I select could be made the default homepage view.

  • Tom Benson commented  ·   ·  Report

    CASH IN / CASH OUT widget.
    When editing the homepage it is possible to make this widget smaller or larger - which is great. But both formats show the exact same data (6 months)!
    Can the larger view default to showing 12 months of data please?

  • Perry Paolantonio commented  ·   ·  Report

    Right now "Cash In and Out" shows the last 6 months in a rolling format, which I find to be totally useless. The date range should be user-definable, and should allow for up to 12 months, and should allow you to show YTD data. I want to see month-to-month data for the whole year on the dashboard.

  • Kevin Lancaster commented  ·   ·  Report

    There is the option to pick a few set time periods but for me none are particularly useful, unless I look only at times of the month when (a) everything is completely reconciled - eg at the beginning of a calendar month it is unlikely that all the banc rec has been complete for the previous month AND (b) when Invoicing and Payroll have both been closed off (eg I invoice by calendar month and payroll by calendar month, but with a 2 weeks time lag - for cashflow management... so there are times of the month when most invoices have been paid (and reconciled) but payroll has not happened yet for the latest calendar month.)
    So I'd like to be able to select a customer time range - eg for the 12 months ending at the end of LAST month or even the month before that...