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For small businesses: Accounting features

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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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  • Alicja Krok commented  ·   ·  Report

    Reporting: Budget - Add Budgets for Balance Sheet accounts

  • Wayne Schulz commented  ·   ·  Report

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

  • Mary-Kate Lavenski commented  ·   ·  Report

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

  • Caroline Wilkinson commented  ·   ·  Report

    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.

  • Heather Logie commented  ·   ·  Report

    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????

  • Colin Calvert commented  ·   ·  Report

    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

  • Tracy Vegh commented  ·   ·  Report

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

  • Julie Curnow commented  ·   ·  Report

    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.

  • carole charmley commented  ·   ·  Report

    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  ·   ·  Report

    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...

  • Christiaan Hoek commented  ·   ·  Report

    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.

  • Peejay Moody commented  ·   ·  Report

    We jump through many hoops after Xero to issue reports with capex budgets

  • Catherine Clark commented  ·   ·  Report

    It is very important to schools to help with budgeting of Ministry and School projects

  • kirsten Reid commented  ·   ·  Report

    Users: Please also vote for this Idea below to make changes happen! Many thanks

    Reporting - Budgets by tracking category to integrate with master overall budget

  • Paul Cooksey commented  ·   ·  Report

    Basically makes the Budget tools worthless without this.Other softwares have it.

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