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Users should have the ability to customize the Budget Manager to match their financial statement format.

It would be incredibly useful to do this for clients who draft a budget based on a customised report however when they want to input this into the budget manager have to enter it in a different order.

Ability to arrange the budget by account code number is desperately needed!

Hey Admin - At the very least, the Budget Manager should show the same report layout as our preferred (custom) P&L report, as should the Budget Variance report. Ideally, the Budget Manager should be fully customisable and allow us to include ANY accounts we want, including equity and liability, if our business needs them.

Budget manager definitely needs liabilities of loans….i see it pointless not to have this? The net/ gross figure wouldn’t be accurate?

This needs to be fixed as presenting the budget needs to be as per other Manageme.nt reports. it makes no sense to see it in alphabetical order and harder to work off

Grouping is a must.

Yes agreed, this is super important makes no sense that budget template is completely different to the P&L which management monitor each month

It would be great if Budget manager can be customized.
1. Being able to group a few accounts together and input the new title in the budget for this grouping accounts (to make it tidier). Like when you group accounts when editing.
2. Be able to hide or delete accounts (such as opening and closing stock).

budget manager is unusable without this

It's bonkers having reports etc order alphabetically when people have gone to the trouble of setting up a Chart of Accounts that groups thinks in a way that makes sense to them.

It would be a relatively trivial piece of coding to offer an option to 'sort by code' or 'sort alphabetically' where ever information is presented.

Could we have asap pleae

The Budget Manager lists the accounts in alphabetically order - completely different to the standard format but more particularly for my newly developed custom format which I have not set to the default.

Is it possible to include liabilities in Budget Manager - as there are regular payments to liability accounts which need be considered when managing a budget

Agreed. Plus the import and export format for the account names & codes column should match the other reports' naming convention so that if we are using other reports, then we don't have to reformat this column before we import!
Budget manager naming convention = account name (account code)
Profit and loss naming convention = account code - account name.
Why are these different? Xero should have a standard naming convention across it's whole functionality.
This causes unnecessary work and is inefficient.

The budget manager, in its current format doesn't reflect the layout of the budget variance report or P&L so it makes it really hard to produce a standalone document from it. I just want to be able to section different types of sales.

It is critical to include liabilities in the budget manager, such as super payments, tax liabilities etc

Can we have the option to include all of the assets and liabilities too please! I can't manage a budget without being able to account for the liabilities!

As a charity the budget manager as it is, at present, is unuseable. I am very surprised and disappointed with what is currently available.

Hi, I t would be wonderful to be able to include liability accounts into the Budget Manager please.

Many comments already but yes we recently updated our custom P&L default and there's no way to mirror that for budget tracking. Major flaw!