Settings and activity
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64 votes
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
supported this idea
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38 votes
Thanks for your feedback about this.
The community can now get behind and support this idea.
Along with votes, other members can now comment to share their thoughts.
Grant Cole
supported this idea
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6 votesGrant Cole
supported this idea
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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.