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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Angela Cross
commented
Xero support have come back to me today to say it still isn't possible to edit the dashboard and display the custom budget or tag the custom budget as the default one for the dashboard. I've asked if they can escalate it to a product fault rather than an idea. Hopefully they will :)
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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