Financial snapshots

Nov 3

Financial snapshots

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

You get to choose the exact details youll be sent. For instance this might include bank account balances and planned payments. You can also include summary details of how well youre 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 youre a Xero Personal customer youll 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.

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