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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.

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