Dashboard - Add a consolidated bank balance widget to the main dashboard
Add a consolidated bank balance widget to the Xero dashboard. I’d like a widget on the Xero dashboard that shows the combined balance of all (or selected) bank accounts at a glance. The current dashboard only shows individual bank account widgets. A consolidated view would save time and make it much easier to monitor overall cash flow.
Sam Dharwar
shared this idea
Thanks for raising this suggestion. A consolidated bank balance on the dashboard could make checking overall cash availability quicker and easier, without needing to work through individual account balances.
In the meantime, you can find a combined view of bank account closing balances in the Bank Summary Report under Accounting > Reports. This idea is now marked as Gaining Support. Keep voting and sharing your feedback so we can continue to understand how this type of dashboard view could support your daily workflow.
