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  1. Homepage - Bank balance widget chart

    135 votes

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    45 comments  ·  New Homepage » Homepage  ·  Admin →
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    Gaining Support  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    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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    Timothy Jackson commented  · 

    As well as not showing so much data as it used to (as per comment from Andrew G), it is not easy to see at a glance what each widget represents.

    Having the graph would differentiate bank feeds from each other and from other types of data, making it much easier to see what you're looking at.

    Timothy Jackson supported this idea  · 

  2. Bank Feed - Aldermore bank

    84 votes

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    1 comment  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    In discovery  ·  AdminGeorgia Clarke (Admin, Xero) responded

    Hi everyone, thanks for all the support for a bank feed with Aldermore Bank. We are aware of the interest here, and are currently exploring the possibility of this feed.

    As some of you have noted, the best option for now is to manually import your bank statements into Xero. This will help you keep your accounts up-to-date. You can find instructions on how to do this in our Xero Central article here: Import a bank statement.

    Another way you can help is by letting Aldermore Bank know you’d like to see them integrate with Xero. We've found that banks are more likely to prioritise building a feed when they hear directly from their own customers. They can get in touch with our team to start the process here: Register your financial institution for bank feeds.

    We want to be transparent that while we're aware of the demand…

    Timothy Jackson supported this idea  · 

  3. Bank Feed - Cynergy bank

    51 votes

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    29 comments  ·  Banking & chart of accounts » Bank feeds  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been sometime since our last update and you're eager to know where this is at. I'm pleased to share that a feed for Cynergy bank is now in development.

    I'll be back to update as soon as this becomes available so you can get the connection going 🙂

    Timothy Jackson supported this idea  ·