Homepage - Net cash movement line overlay for Cash In & Out widget
Add a net cash movement line (cash in minus cash out) overlaid on the Cash In & Out widget.
This would let business owners instantly see whether cash is actually building or eroding over time, without running reports or exporting data.
A net cash overlay (or toggle) would make the dashboard far more useful for real-world cashflow decision-making.
Regan French
shared this idea
Hi Regan, we can see how having a net cash movement line would be a real time-saver. While the bars for money coming in and going out give a good sense of activity, having that “bottom line” plotted as a trend would make it much easier to see your actual cash flow health at a glance.
At the moment, the Cash In and Out widget already shows cash in, cash out, and the difference, where a cash in net shows as a positive difference and vice versa. For a more detailed view, head to Short-term Cash Flow under the Reporting menu to explore trends and movements beyond the main dashboard.
I’ve moved this idea to Gaining Support so we can see how many in the community would find a net cash line useful. If this is something that would make your day-to-day easier, add your vote or share your experience—hearing from the community really helps shape future improvements!
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Lisa Turnbull Turnbull
commented
A feature or tool like this would be so helpful!
Alternative visualisations ideas, such as a side-by-side or overlaid graph line, so you can project cash flow forecasting forwards. -
Noel Jelsma
commented
Combine the invoices owed & bills to pay tiles into a single column chart tile, which gives a better visual representation of the immediate short term cashflow impact of the flow of cash in and out.
If this is not possible - then allow the ability to lock the vertical axis scale on these widgets, (or automatically synchronise the Y axis to each other) so they can be placed side by side and give a relative view of money in vs money out.
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Kate Mahony
commented
Widget that shows actual income and expense with projected income and expenses for a specified period.
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Shoaib R Ahmed
commented
Adding Cashflow manager view into the dashboard is a helpful view to have. It will not only promote the idea of using the cashflow manager but for those who use it, will start giving dashboard views on cash forecast, balances and risks as cashflow management is an active part of small business users sensitivity.
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Mike Schwede
commented
Managing cash flow is crucial for business. I really like your cash flow manager. I would like to have a cash flow widget on the top of my homepage, so I always know how the next 30/60d will look like.