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Reports & tax: Budgets

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Overall budget report - add annual (and quarterly) total column

In the overall budget report, add column for annual total.
Add additional option to include quarterly or triannual sub-total columns.

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Matthew Green shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, sincere apologies we have not updated this idea sooner. Since our last interaction we have delivered a new Budget Summary report that replaces the older experience.

This newer report allows you to set the date range and the number of future periods, as well as provides a total for the periods selected.

We appreciate your input here.

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  • Emma Bickerton commented  ·   ·  Report

    Hi Kelly, It is the Budget Summary Report in which we would like to be able to see the 12 months in one spreadsheet as well as the Total year at the end. At the moment you can only generate the individual 12 months. Or the total year. We need to be able to view both in the one report.

  • Matthew Green commented  ·   ·  Report

    Currently the reports don't seem to generate with an annual total, this would be very helpful for users as the monthly and annual totals are two numbers that users regularly review.