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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.

189 votes

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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  • 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.

  • Dean Weaver commented  ·   ·  Report

    School's are required to submit Balance Sheet budgets under the Education Act, therefore the ability to populate these into Xero would great assist compliance and reporting.

  • Graham Mayhew commented  ·   ·  Report

    Lack of a budget option for balance sheet accounts is disappointingly limiting and will lead us to look elsewhere.

  • Damien Deery commented  ·   ·  Report

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    Paul-John Mudie commented
    · May 31, 2023 11:41 · Report
    "Xero Team shared this idea February 18, 2013"

    10 years later... yawn.

    ------

    I've heard yawning is contagious. If we all yawn enough eventually xero will grow tired and just get it done

  • Daniel Doulton commented  ·   ·  Report

    If you want to manage to cash (not P&L), this is critical. We have regular large CapEx spend items that suck the life out of our cash budgeting (and it often comes in different schedules than originally budgeted, etc...).

    Why can't we see a cash view which after all is THE MOST IMPORTANT aspect of managing a small business. Not P&L which is an accounting view - nice and all, but won't stop you failing.

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