Enter your idea

This missing feature is a sore point for a lot of our larger clients looking to move to a solution like Xero.

Please add budgets for Balance Sheet.This is so critical for SME's.

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.

Add Budgets for Balance Sheet accounts

Surprised to see that this is not integral to the budgeting process in Xero

I find Fathom does a great job of forecasting/budgeting both the P&L and BS which then produces a Cashflow foreast

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.)

Reporting: Budget - Add Budgets for Balance Sheet accounts

We are having to report to budget for capital works in excel. The budget tool is completely useless without including the Balance Sheet

Currently this is a critical requirement for our organisation.
We are having to report to budget for capital works in excel.

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.

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????

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

Essential for cash flow planning

Ten years on from the first request and we still haven't seen and progress on this.

A fundamental part of accounting is budgets and to have the P&L without the balance sheet shows a lack of appreciation that Xero is not used by just sole traders, and accounting firms.

we are new to zero,this is a game changer to whether we stay.
we require to see a rolling cash flow with bank balance and the budget alongside to project what would happen i.e say we bought a large item how it would effect the rest of our year,the lliabilities and assets need to be included

Why do we have to export to a spreadsheet to report actual vs budget for balance sheet items?? This feature has been requested more than ten years ago...

You cannot budget without taking balance sheet accounts into account. Budgeting is cash flow planning. Capex, loan repayments etc. should be taken into account, otherwise its a useless exercise.

definitely need this