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  1. Homepage - Bank balance widget chart

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    44 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!

    Michael O'Donnell supported this idea  · 
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    Michael O'Donnell commented  · 

    Having only one month in the chart range, instead of 6 months, does not allow me to see the minimum cash balances that I need mid-month.
    Month-end gives me closing balances, but I need to see when cash balances reach a minimum and plan for similar in the future.
    Knowing my minimum balances in a current account enables me to reduce my buffer and transfer surplus cash to deposit accounts.
    Mike