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Reports & tax: Budgets

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Budget Manager- Ability to transfer the data from one budget to another

The ability to transfer any one year budget or overall budget to another year
This will facilitate annual budgeting as you don't need to start from scratch

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Justin Joseph shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, thanks for your engagement here. We understand the time involved in recreating budgets each year.

Our new Analytics Budgets makes it easier to create budgets from actuals, it supports multiple budgets, and there is the option to extend the budget period up to 5 years.

Being able to directly copy or transfer from one budget to another isn’t currently available. Import and export work is part of the future direction, and we’ll be sure to update here if there's any news around this, for you all.

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  • Joe Konynenburg commented  ·   ·  Report

    Agreed that a simple COPY BUDGET option would be much simpler that the current EXPORT / IMPORT process.

  • Lyndon Bodnarchuk commented  ·   ·  Report

    This can be done by exporting the budget to excel, opening the new budget (to be copied to) and importing the excel, but it would be easier if there was a simple "copy to" button.