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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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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • Marius van Heerden commented  ·   ·  Report

    We are using WIP accounts and move these costs once a project is finished to the P&L. Will be very useful if it allows to budget on Balance Sheet items as well. Currently we need to budget and do variance reporting manually on Balance Sheet items.

    It would be GREAT if a budget can be set on Balance Sheet items as well.

    Will this be ever available?

  • Monique Jordaan commented  ·   ·  Report

    Budget Report, make that your bank balance is added and outstanding accounts. So that you can see you bank balance at the end of the period

  • Stephen Davy commented  ·   ·  Report

    Budgets should be able to be set for any item from the Chart of Accounts

  • Neill Miller commented  ·   ·  Report

    To do an effective cash flow projection month by month and forecast bank balances by month it is vital to be able to have a monthly forecast of when cash may be paid or received on each asset and each liability.

  • Yasmin Sellars commented  ·   ·  Report

    Our clients must have a budget and currently we need to do annual reports on Excel, as Xero cannot give us those features. Will be great and a time saver to to everything from Xero.

  • Alicia Mason commented  ·   ·  Report

    Sage allows this functionality - you making it very difficult for us to move clients over... Please help!

  • Frances Oconnor commented  ·   ·  Report

    Hi there

    It would be great to be able to include a budget for assets. The CAPEX budget is always an important part of our planning.

    Thank you.
    Fran

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