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  1. Homepage - Bank balance widget chart

    122 votes

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    43 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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    Patrick Heck commented  · 

    I frequently get large deposits into an account that intentionally maintains a low balance, so that if someone does manage to abuse the number I give out for ach payments the risk is minimal. These deposits obviously need to be moved out quickly to keep risk down and the balance over time graphs were an easy, at a glance way of seeing arrival, and duration at higher than desired balance. Please bring them back. Don't make me find the account, and read a number and then think about whether it's too high. The spike on a graph is way faster to process visually.

    Patrick Heck supported this idea  ·