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Stay in the loop with income vs expenses

Posted 6 years ago in Product by Adam Moore
Posted by Adam Moore

Today’s Xero Personal release lets you choose a timeframe to view your income vs expenses.

You can look at how much you made and spent in the last few days, weeks or months. Or you can make it more relevant by looking at your income vs expenses in your last pay period.

You can then see your spending trends by looking at how your income vs expenses have changed for a given period and compare this year on year.

Watch this video for an overview:

If you want a better view of your income vs expenses in the New Year, try Xero Personal for free.



December 20, 2011 at 9.45 am

Thanks for giving us options but why take away what was there already? Now we can’t do year to date or any yearly views at all! How do i do a monthly comparison AND a yearly view? I want to look at the tax year

Sara Goepel
December 20, 2011 at 12.18 pm

@Angela: While we’re definitely working on a series of ‘year’ based views across the app, in this interim period our user testing feedback suggested that 3 ‘previous period’ columns were significantly more useful in that space. We really appreciate this feedback and we will be making more changes to this report after the bank feeds release.

In the meantime, to see a yearly view you can do a Detailed search of 1-Jan to 31 Dec date range (no other filters) and it will give you your total income/spend summary. If you want to view by category or labels (or in combination) you can add category or label filters.

December 23, 2011 at 1.27 am

Just to add to Angela’s request. With my income from self employment sporadic I’m really only interested in the current tax year to date, the views I have at the moment are useless for me. The transaction search includes archived transactions (can I delete these permanently?) which makes it less useful and doesn’t offer a graph of change over time which would be most helpful. Really look forward to an update that allows user selected timeframes on the income and spending reports ideally with the ability to save a preferred period for quick reference in the future.

Henry Dillon
December 25, 2011 at 3.51 am

These updates are great but any news on when bank feeds are coming to Xero Personal? This is a killer feature for me – and probably many others. It’s the main reason I use Xero Business.

Richard Smith
January 2, 2012 at 1.15 am

A year option as well as week, month 90 days etc would be great. 3 months would also make much more sense than 90 days?

Overall loving it though. Keep it up!

Sara Goepel
January 25, 2012 at 11.07 am

We have added a yearly view to Income vs Expenses (and Spending & Savings). This gives you the option to select a start date for a year (e.g to match your tax year) and then you can compare year on year.

February 19, 2012 at 5.18 am

That’s a huge help thank you Sara.

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