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A must to be able to compare P&L to budget, so the ability to customise to Chart of Accounts please.

What use is a P&L tailored to the Business if the Budget cannot reflect it? The P&L and Budget are necessary for the variance report.

Need to be able to include capital purchasing and loan repayments in budget

Can the position of Corporation Tax in UK be moved from within the overheads section to after Profit before Tax? We can do this by customising the layout of P&L reports but it would be useful to be able to customise the Budget Manager and Budget Reports too.

I agree - what we need is the ability to edit and group the order in the budget manager the way we can in our other reports - for me this would be to match the custom P&L we have set up.

I totally agree - pulling my next financial years budget together for our board and hoping to see this change.

We need to be able to edit the budget manager to meet our needs e.g. for my overall budget the same as our custom P&L - for smaller projects to only show what we need in them.

This is essential - it's so hard to give the full - out of order list to the board and explain it.

I would prefer my budget in budget management to be in the same layout as my P&L. Its a must please.

It really limits the benefit of a cashflow forecast if planned capital expenditure cannot be included.

For clarity, it would also be useful to exclude lines with only minor expenditure (which obviously will differ between businesses), perhaps by rolling them up into a single 'other/miscellaneous' line.

Please add the ability to

There should be a synergy of layout between the budget import template, the variance report and the P & L. This makes sense and would save a lot of time.

Many thanks

- To be able to enter budget figures for customised group totals.

I would prefer my budget in budget management to be in the same layout as my P&L. Its a must please.

And add and delete budget lines as required.

I personally developed an extremely useful spreadsheet which projected not only cash flow and profit and loss but also confirmed the figures in a related balance sheet.
This showed figures up to to 24 months in advance as auditors require you to prove you are a 'going concern' for 12 months after signing off the accounts - not just for the succeeding year.
I have been providing these figures to the bank and to directors for the last ten years. By inputting the SAGE TB onto a spreadsheet.
As I was concerned at the fragility of this system and its reliance on my input, I convinced them to move to XERO.
I now find that I can't generate even a simple 12 month forecast in a format they would recognise.

Your old formatting system could l do that. Whilst you work out a new system could you not re-instate that format.

Have a look at https://xpna.co - top-down / bottom-up / driver-based budgets are easy to build, and automatically consolidate tracking categories into overall budgets. And you can report on them in exactly the format you need.

Multi-entity is also supported, so you can budget entities individually, and get a consol budget for the group.

i agree entirely. if you customise your P&L reports to suit the needs of the business then the ability to adopt the same structure in the budget manager (for budget data and forecast data) is a must.

Really need to be able to budget for non P&L items like loan repayments and asset purchases/sales. Reaaly needs to be able to flow through to a cashflow format, as well as the basic P&L

Budget Manager needs some attention please per the comments on this post.
I also note there are multiple threads requesting the same thing - can the xero moderator please combine these threads to understand the true need for this?

to be able to inclulde budgeted cashflow on asset purchases is critical for the entity

I agree with the budget format should be the same layout as presented for the P&L reporting format, otherwise why have it at all!

I would much prefer my budget manager (and other reports) to appear in account code order, not alphabetically.

When entering a new season's budget, it is time consuming constantly searching for accounts and seeing them listed out of context. I set up my chart of accounts so that they made sense by department, and the budget doesn't enable this to happen!

I am going to do our Farm Budget in another app and export the actuals from Xero (meaning I'll be manually inputting Budget to Actual data in Excel), because it will be quicker and neater. I shouldn't need to do this.

I love Xero for everything but this is a really big flaw in the software from a user perspective.