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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.

This cannot happen soon enough!

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 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.

So much manual manipulation for something that should be a standard feature. Xero must think no one has to prepare forecasts.

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.

Creating a report that pulls out the imported forecast/budget but so you export in exactly the same format as one of the saved P&L report formats (custom P&L formats).

This would make the analytical process so much easier, as you could export your customer P&L format across whatever time period and then export the budget/forecast data in the same format for quick comparison.

Currently you can only export the budget/forecast data in the standard export file which does not match any custom formatting/layout - hence a lot of manual formatting required.

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.