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Budget Manager - be able to select which General Ledger Accounts appear on the budget.

Some ledgers we don't do budgets for or need to report them. They are incidental costs.

Immediate plans.....I've been posting on this since 2016!

Hello Xero, do you even read these?

I see it's over 3 years since this rather elementary suggestion was first posted, yet nothing has changed to improve the functionality of Xero in this respect... or so many other respects. Another tick in the MYOB column.

Agree with all the comments below

Why cannot we use a customised format we have already developed say for a P/L report then in the budget manager (import the format). Developing a budget in the format that you view your regular reports makes so much more sense than this very (stupid) fixed format forced on the user but people who do not use the system!

I want to be able to use a P/L report format which I use every month when preparing the budget, but I am stuck with the budget manager standard format. Why cannot I reformat the format the budget manager uses?

Why does budget manager NOT use the large blank space on the RHS of the screen. This should/could be used to show total. This is especially needed when budget manager does NOT show in same row order as Profit and Loss.
In addition the budget manager screen does not seem to be maximised to device screen size. Continually have to scroll down to reveal left -right slide and then use this to reveal Total column.
Please bring this screen/report up to the standards of the reporting as other users have detailed below. This includes their requests for adding a section for balance sheet items.

We have to provide a reforecast each month by cost centre. I would also like the option to reforecast each month, rather than quarterly and in a custom report format.

I would like to run a budget report with actuals but you only give me 3,6 or 12mths options, I want 1-12 options for example I need to run actuals July 1 2024 - Feb 28 2025 but the systems doesnt allow

It's very confusing that the budget template is in a format that doesn't tie in with how we report. To get the template to match up to our reporting takes a lot of time, and being able to budget in the same way that we report is really important to us.

As a small rugby club run by volunteers with very little formal accounting knowledge the idea that the budget layout doesn't match the P &L just doesn't make sense.

It would be so much easier to have the budget manger layout the same as the P & L layout.

This would be very helpful to our clients as they can account for loan repayments and purchase of assets etc when calculating their budgets

Would be great to put in assets/liabilities into the budget manager, as assets/liabilities are not income/expenses for accounting purposes, but in a budgeting sense, spending money on office equipment or mortgage payments is still an expense that people would like to make estimates for.

Also to include a budget line that enables us to show reserve funds being allocated for use rather than just revenue/expenses

Absolutely ridiculous that the only budget I can export to Excel is in alphabetical order with the account code in brackets. This format isn't used anywhere else in Xero. Please enable formatting to line up with all other reports. If this can't be sorted out, we should be able to charge back to Xero the time taken to create lookup tables or text-to-column or otherwise extract the account numbers, and then to push it back into the Budget Manager format.

I echo the thoughts of my fellow users. It makes no sense that you can't customise the Budget Manager but you can edit other reports.

really should be able to choose a customised P&L to carry over to budget manager. How is this not a feature already? The standardised report is way too detailed for forecasting and budget at an overall company level. Or at least permit to delete/add lines as required?

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.