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.

Getting those bills under control

Today we’ve released some great new functionality in Xero Personal around planning for some of the bigger expenses you’ll face over a three month period.

Plans & Reminders lets you anticipate upcoming payments whether they be expenses or income. Not only does it give you better visibility of when money is going to be coming in and out of your accounts, but you can see in advance if you will have enough money to meet substantial regular or one-off  payments.  You can also opt to be sent a reminder email before the payment date.

So there’ll be no excuses for missing a bill payment or running out of funds just before the due date!  Watch this video overview to see just how it works.