Can I customize the balance graphs in my transaction lists? - iOS-Version / Reports - Outbank Helpdesk

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Can I customize the balance graphs in my transaction lists?

Yes, you can customize the balance graphs to get a more comprehensive insight into your balance development. The balance graphs can be edited in two ways: 

Using the global settings: 

  1. Go to 'Settings.' 
  2. Select 'Personalisation,' and then 'Transaction List.' 
  3. Under 'Balance Graph' > 'Interval & Style,' you can set a default interval for all accounts. You can choose between daily, weekly, monthly, quarterly, and yearly intervals.  
    If you have different accounts with varying transaction frequencies, you can also activate account-specific intervals here. For example, it's worth to activate the daily balance representation for your checking account with many transactions and choose an annual representation for your savings account. 

Directly in the account details: 

  1. Open the account list and select the account for which you want to change the graph intervals. 
  2. Open the account settings:
    - To open the account settings on your iOS device, select the account and tap on the account name above the list of transactions or use the context menu in the list of accounts (long tap on the account cell).
    - On your Android / Windows device, press the three dots in the upper right corner of the list of transactions and then select 'Settings.'  
    - On your Mac, right-click or secondary click (e.g., click with two fingers at the same time) on the trackpad over the account cell in the list of accounts and select 'Settings.' Alternatively, you can also select the account, click on the button with the account name in the top left, and then select the 'Settings' tab. ##Outbank##
  3. Go to 'Balance Graph Interval' and select the desired interval.
    The balance graph in the transaction list will be updated according to your choice. 

The style of the balance graphs can be changed via the Settings:

  1. Go to 'Settings'
  2. Select 'Personalization' and then 'Transaction List'
  3. Under 'Balance Graph' > 'Interval & style' you can choose between dotted line graph and line graph.