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

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

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

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

A must have!!!

Must be able to customise date range in budget manager - makes no sense otherwise when using the P&L custom date range. this is a very basic option that we should not need to vote on, it should simply be included.

The ability to make groups from individual accounts in Budget Manager the same way you can in reports. This would be an extremely helpful ability if you were making consolidated budgets for multiple entities or "areas" within a single entity.

Is it possible to allow the budget module to simply import the layout and grouping of a selected P&L report format? These report layouts are stored somewhere in the data files and if they can be applied to the actual results of the GL accounts, can they also be applied to the budget screen GL accounts? Happy to discuss further as needed.

A must as the PL gives so many ways to slice & dice results

The ability to customize the budget layout is a must have. There is no point having the custom feature in the P&L but not the budget. I need to match the budget to the customized P&L layout, otherwise the budget manager feature is completely redundant for me.

Xero budget is terrible. Only give P and L not an actual cashflow budget. Should have the ability to select from your chart of accounts, to create the budget you require for your business

The great thing about Xero is the simplicity and I would hate to see things too customisable like other software. But I do think Xero's budget module is too simple and lacks flexibility... It will be good if we can add an extra line, or grouped budget.

To have the ability to add in lines to the budget manager is very important - we currently can't see business loans as an amount to budget for, so are having to add figures where they shouldn't be. This means we can't compare back to actual figures through out the year. I would love to see customisation available sooner rather than later!

We have a detailed p and l which includes a number of departments all of which have income and expenditure and which have inter-relationships with other departments. It makes entering and preparing the budget quite difficult.

To be able to add equity items like partner drawings would be a good idea. Potentially to allow the cash summary summary report to have a budget extension.

this is a must feature

Please allow us to edit the budget manager to match the Profit & Loss layout

The Budget Variance Report is FANTASTIC with it's edited layout, however it would be great if you could upload the templates you make on there, as an actual budget.

Something else that would be amazing would be the ability to upload a budget with customised timeframes. EG a lot of our business reporting re sales etc is done fortnightly, uploading a budget in fortnights would be great.

Currently the budget summary report is very basic, it does not allow you to select multiple departments when filtering nor does it allow you to edit the layout in any way. By allowing these features it would give us the overall total budget for the year which has been uploaded to xero for review. It would be beneficial to be able to edit the report layout to give us the information we need from it

To have the ability to view a budget against Capitalised items would greatly enable us to be able to better customise our reporting and avoid having to use either expensive apps or manual spreadsheets to achieve the analysis we would like to have. The current budget manager template is restrictive and we would appreciate being able to add to it or to set it up with filters so that reports can be generated from it.