Account Watchlist - Display a custom budget on accounts watchlist
On the Account Watchlist in the Dashboard, I would like to display a custom budget that I created for 2024 in lieu of the default 'overall budget' that it shows. Please make this feature possible as it will provide a good, quick snapshot on how we're trending to budget w/out having to pull up reports. An alternative would be to tag a custom budget as the 'default' that would appear in the accounts watchlist. Regardless, let's make this happen! Thanks for considering.
Pete Kaminskas
shared this idea
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Craig Byron
commented
I just discovered this too, and have wasted my time creating a new budget that I can't use in xero in any meaningful way. Either allow a user to choose which budget they use in the watchlist or don't allow multiple budgets to be created so people don't fall into a trap of creating something of little value.
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Malcolm Dodd
commented
Agree, it would be good to monitor expenditure against budget for key accounts on the dashboard
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Bryony Stimpson
commented
Agreed. I've just been trying to do this and discovered it isn't possible