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  1. 751 votes

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    Hi community, thank you for all the engagement and we can see the growing interest in improvements to help simplify your view of information on the new Homepage and navigate important information and insights with more ease.

    Right now, our team have a few pieces of work underway intended to help with some of the pain points that have been raised here these include:

    • More options for the sizing of widgets so you can reduce these frames and better position this information on your screen
    • More customisation of information within a widget like being able to remove visuals
    • Improving the experience of moving widgets when editing the homepage to make it more obvious when dragging and dropping them to different positions on the page

    We’ve also roadmapped further changes for later this year, once everyone is on the new experience. I’ll share more updates as we progress.

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    Peirce Baehr commented  · 

    The current system is working really well for our small org. If the dev's need to transition us for some coding related reason, than please create a matching skin in the new format that looks like the old format.

    Peirce Baehr supported this idea  · 
  2. 416 votes

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    Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.

    Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.

    We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂

    Peirce Baehr supported this idea  · 
  3. 122 votes

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    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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    Peirce Baehr commented  · 

    …or at the least, have it as an option. It helps tremendously with quickly tracking.

    Peirce Baehr supported this idea  ·