This article explains why offline sources may not be useful for your Balance history. We have a full article on Offline sources available here.
Balance Histories are plotted by taking the current balance and working backwards from the available transaction data. However, Offline sources do not contain any transaction data and when they are plotted you get no meaningful data from them. If they do appear on the balance chart they appear as a flat line for the current balance.
What if I change the value of my Offline Source?
Lock points are periodically inserted on the charts. What this means is that if you amend the balance of the offline source account the accuracy (in terms of the date the balance change occurred) may not be accurate. Equally if you make more than 1 change to the balance of an offline account between 2 lock points it may not record both. Instead it will just show one move.
So when should you include Offline sources in your Balance History?
Including Offline Sources accounts in the balance charts only really has meaningful value when displaying the net total of accounts for the current day, and if they are included in the net total line they are likely to cause unavoidable discrepancies.
Are you considering adding manual accounts?
We're considering the possibility of allowing manual transaction data to be entered on the Offline Sources accounts, which would in turn allow them to plot more accurately, but there are no definite plans or timescales for this at the moment.