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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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
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Sam Alexander commented
Essential for cash flow planning
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Tracy Vegh commented
Ten years on from the first request and we still haven't seen and progress on this.
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Julie Curnow commented
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.
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carole charmley commented
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 -
Heather McDonald commented
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...
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Christiaan Hoek commented
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.
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Rosie Steel commented
definitely need this
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P-J Mudie commented
We jump through many hoops after Xero to issue reports with capex budgets
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Catherine Clark commented
It is very important to schools to help with budgeting of Ministry and School projects
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Carmel Cristofaro commented
This would make budgeting for assets easier.
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Jennifer Williams commented
Forecast 5 is a great option works really well and syncs with Xero.
https://www.forecast5.com/