Budget Manager - Ability to add Notes
I really need to add notes to the Budget Manager fields to explain (as much to aid my own memory as anything) how I calculated the amounts in each line for each month. This will be helpful when the budget is interrogated at Board meetings and I can easily reference what was included in the expected income or expenditure figures for a month. Xero has this facility in other financial reports, but it is desperately needed in budget manager.
Nicky McGregor
shared this idea
Hi all, we appreciate you describing how notes could support reviews and board discussions. Budgets in Analytics that's currently in early access release provides event descriptions and a history of adjustments, adding context to changes made during planning.
However, currently it doesn’t provide a free-form note on each budget line or cell. This is something we'd like to continue tracking interest from our communiy in, here.
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Rowena Bowes
commented
Could we add a calculator button in the budget manager cell to do a calculation?
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Rowena Bowes
commented
Agree
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Joe Konynenburg
commented
Notes would be one option but even a single note cell per budget line would be useful, even if it was only accessible via the Excel export
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Tristan Cornwall
commented
It would be great to see this to be able to make use of the budget manager feature better
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Chris Jones
commented
Budget setting in an SME is an important issue and notes around position would be really helpful for a growing business.