Reporting: Budget - Add Budgets for Balance Sheet accounts
Ability to add budgets in the balance sheet accounts.
Purpose: It’ll make it easier for users to see the figure when they're budgeting in Xero.

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Chrissy Angland commented
Come on Xero - I will start sending clients back to MYOB desktop if you cant even manage this
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Peejay Moody commented
Idea was submitted 12 years ago! I hear this feature might be on the cards for release after 2030. Something for the next generation to look forward to I guess.
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mike mcferrin commented
Balance sheet is where cash is! How can you not have a business plan without budgeting for cash. Inventory, accounts receivable, debt....businesses have to budget for these line items. Only having capability for income and expenses, is a very simplistic cash basis cash flow model. Xero needs to add this feature. Would love to do all financials inside Xero, not Actual vs Budget Balance Sheet externally.
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Anavea Vailahi-Schofield commented
Xero has no interest in creating budgeted balance sheet and budgeted cashflow!! so frustrating but it will not due to its business model of making more money from other intergrated programes!!
Come on Xero - man up and do the right thing by your xero subscribers!
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Elisha Singh commented
Balance Sheet and Cash Flow Budgets would make compiling management accounts so much easier & quicker instead of exporting to Excel and calculating it manually every month.
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Natalie Adams commented
Balance Sheet Budgets is something we offer to all our clients, it's an integral part to our financial management service. Having this in Xero, just like the P&L would be hugely beneficial. As this is already written and programmed for the P&L it should be able to be implemented relatively easy into the BS?
Hoping this feature is being worked on and available soon? -
Camilla Yosufi commented
Balance sheets budgets especially capital expenditure budgets are a critical feature for any small business to manage spend of specific projects and a helpful tool for business owners in any industry to track especially when managing cashflow.
In addition, it is also an important tool for bookkeepers and accountants for reporting project spend against budget without the need to turn to excel or a supplemental software in addition to xero to track capex projects.
From an implementation perspective, adding the balance sheets accounts to "Budgets" doesn't seem like a difficult feature to implement and would benefit quite a number of small businesses given the number of votes.
The dashboard watch list can already display the budget column for balance sheets accounts so it's puzzling why this is not readily available considering how important capex budgets are for any business.
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Rosie Steel commented
Yes still waiting - but they will spend time changing the sales invoices into a way we don’t want them for no reason, but ignore the points that actually need to be worked on like this!
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Lucas Nguyen commented
Ha...after three years and 174 votes, we're still waiting for this
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Djamel Amzal commented
This is a super important feature to add : BS and cash flow budget will make our life much easier and decision making faster
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Jules Bradbury commented
This would be very helpful!
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David Bartlett commented
This would be a huge competitive advantage to offer this feature
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Craig Harvey commented
This missing feature is a sore point for a lot of our larger clients looking to move to a solution like Xero.
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Bole Digitaki commented
Please add budgets for Balance Sheet.This is so critical for SME's.
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Collin Corso commented
Wild that balance sheet accounts cannot be included in budgets. It really cuts the legs out from under the budgeting tool and makes it almost pointless.
This is really needed Xero.
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Clara Tan commented
Add Budgets for Balance Sheet accounts
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Rachel Salisbury commented
Surprised to see that this is not integral to the budgeting process in Xero
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Ryan Willsher commented
I find Fathom does a great job of forecasting/budgeting both the P&L and BS which then produces a Cashflow foreast
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Anne Watterston commented
Cash flow projection is SUPER important for small business' these days! Can't do that without the balance sheet items factored in (loan repayments, ATO liabilities etc.)
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Alicja Krok commented
Reporting: Budget - Add Budgets for Balance Sheet accounts