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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Heather McEwan-Nugent commented
a budget set up in Xero is not complete if it does not show how the balance sheet is impacted/forecasted
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Leanne Dalusong commented
Please add this feature - would be very helpful!
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Saurabh Jain commented
The budgeting process cannot be complete if you cannot do it for Capital Expenditure. This is an important feature which Xero must have.
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Maree Jackson commented
Please amend your budget set up to enable us to select all accounts from the chart of accounts, Balance Sheet & Profit & Loss Account, to be included in the Budgets. At the present time Xero only allows for P & L Accounts. This is therefore not a true budget for the business & true forecasting cannot be carried out. Loan payments & asset purchases must be able to be forecast & included in the budgets.
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Finance MWP commented
please add this feature :(
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Duyen Duong commented
It's important for our long-term projects
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Sahib Singh commented
Can this this function be added please
Looks like people have been trying to get this for years now -
Paul-John Mudie commented
"Xero Team shared this idea February 18, 2013"
10 years later... yawn.
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Cypress Consulting commented
We manage property development projects and need budgets to be allocated to balance sheet accounts.
Has such a function been developed yet? Shouldn't be that hard.
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Pavan Soomal commented
We have budgets for expenses and fixed assets. If Xero were to facilitate balance sheet nominals on budget reports, this would make our life so much easier.
It does not make sense to have a separate budget on excel for balance sheet items, you should be able to have one budget report with all the nominal codes that will be used for that budget.
We need to present the report weekly so having to use both excel and Xero will be unnecessary time spent.
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Marc Foskett commented
As per all comments below. This cant be a major task to amend.
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Stephanie Bosch commented
We need Xero to facilitate balance sheet budgeting. It does not make sense to track actual vs budgeted capital expenditure on external spreadsheets, whilst operational performance can be tracked in Xero.
Please include this with the next product update. -
Susan Dixon commented
This is needed for Cashflow forecasting. It is important to have one program for keeping all our accounts related information. It does not make sense to have to use Excel spreadsheets to track cashflow and integrated budgeting as Xero does not provide the necessary reporting
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Desmond Swan commented
Preparing an integrated budget for the P&L, Balance Sheet and Cashflow Statement is so basic, the absence of this feature in XERO is hard to fathom.
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Patrick Brennan commented
Needed to track capital projects, having to use Excel is not a good option
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Alastair Eadie commented
This is needed for cashflow forecasting
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Lorraine Adams commented
Client is used to using & needs Balance Sheet Budget. Another fail. I wonder how many years this will take.....back to the spreadsheets.
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Tom Atkins commented
Add ability to budget for asset costs when creating budgets in Xero.
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Paul-John Mudie commented
We have to do this via Excel and manually add it in, it's a time consuming pain
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Bronwyn Koroheke commented
Would have thought, that this was a reasonably easy add.