Skip to content

Financial snapshots

Today we’ve launched Financial Snapshots – personalised email updates that let you know how you’re tracking with your finances in Xero Personal. These are a great way to keep on top of things, especially if you’re time poor.

You get to choose the exact details you’ll be sent. For instance this might include bank account balances and planned payments. You can also include summary details of how well you’re doing on your spending and savings goals to keep you motivated.

You decide how often you receive the Snapshots, which can be weekly, fortnightly or monthly or you may choose to turn them off.

If you’re a Xero Personal customer you’ll receive your first Snapshot in coming days. Be sure to update your preferences so you get the right information at the right time. See Help for how for to do this.

 

Read more about Personal

 

5 comments

Andrew
14 October 2010 #

This looks interesting but the goals status would only seem to be of us to BNZ customers where transactions are automatically imported. If you need to manually load transactions then you can see the status of your goals after you have uploaded the bank file – so not much need to see this in an e-mail.

Planned payments is useful though.

Matthew B
14 October 2010 #

I second Andrew’s comment. With manual data loading this is only useful for sending a summary to you husband/wife/partner after you have completed a load and categorisation. So it need to have the option to send to that person and a “send now” manual button.

Andrew Haynes
15 October 2010 #

This will be a great feature… once automatic bank feeds are available.

Neil
27 October 2010 #

I’d agree.

I find it out that on my corporate Xero account I can choose to automatically have HSBC feeds inputted.

I wish you’d allow the same to happen for my personal accounts – it’s a bit of a chore!

Vivien
17 November 2010 #

Can you update me on the Xero Personal automatic bank feeds for other banks, Will it be april 2010 when this will roll out. Really keen to get my 21 year old boys onto this so they can see where there money is going – they are with National Bank. Thanks

Add your comment





We welcome all feedback but prefer a real name and email address.