Balances Over Time Widget

The Balances Over Time graph is a widget that provides customers with dynamic, interactive graphs that visualize how account balances have changed over the last 12 months. Users can easily switch between different time periods, and between aggregated account views and single account views allowing a comprehensive visual representation of accounts at any given time.

This widget has the optional capability to include forecasted balances which clients can choose to configure on or off by speaking to the Bud team.

This guide will walk you through how to use and navigate the Balances Over Time graph effectively.

How it works

Switching between account views

Use the tabs at the top of the graph to toggle between an aggregated view (all accounts combined) and individual account views. This allows users to analyze overall financial trends or focus on specific accounts.

Excluded account types

By default the following account types will be excluded from the Balances Over Time meaning your customers can't select them. If you would like to update this please reach out to your Bud account manager.

Auto Loan
Boat Loan
Brokerage
Business Loan
Certificate of Deposit
Credit Card
Disability Insurance
Health Insurance
Home Equity Loan
Investment
IRA
Liability Insurance
Life Insurance
Line of Credit
Loan
Mortgage
Other
Personal Loan
Property Insurance
Roth
RV Loan
Student Loan
Travel Insurance
Vehicle Insurance

Switching between timeframes

Use the dropdown menu to choose from the following time periods:

Weekly
Monthly
Yearly

Use the arrows at the bottom of the graph to navigate to previous periods.

Interacting with the Graph

The graph is fully interactive. Users can hover over or click on different points in the graph to see the balance for the selected date. The displayed balance and date will update dynamically, allowing users to see daily changes.

Customization

The following customizations can be applied, by appending search parameters to the generated URL:

timeframe
- The range of data available in the view, determining the increments the navigation back/forth can be made.
- Possible options are week, month and year
- For example, https://widgets.thisisbud.com/balances-over-time?token=an-example-token&timeframe=year

If you have any questions, please contact us via the chatbot (bottom-right of screen 👉) or via a support request or check our FAQs.