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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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
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Wayne Schulz commented
We are having to report to budget for capital works in excel. The budget tool is completely useless without including the Balance Sheet
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Mary-Kate Lavenski commented
Currently this is a critical requirement for our organisation.
We are having to report to budget for capital works in excel. -
Caroline Wilkinson commented
VERY MUCH NEEDED! If I can't include then I have to use a different tool or export to a spreadsheet. Critical need! And while I'm here, the Budget manager is super clunky and really needs an overhaul in general to make it more customisable in line with how my COA is set up. And the option to remove or separate archived accounts when working on it is important too.
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Heather Logie commented
Shocked to find that this is not here 10 years after first asked for, lots of businesses need this feature, shouldn't be that hard????
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Colin Calvert commented
The budget tool is completely useless without including the Balance Sheet. I recently started setting up the Joiin add-on to Xero for consolidation and they have a budget tool that looks like it will satisfy this need. I have not set it up yet, but so far I have been really happy with Joiin in every other way so I have high hopes it will work well