Budget Variance Report - Dynamic Actuals YTD plus remaining Budget forecast comparison
The ability to compare two budgets is available but I want to be able to compare a full year forecast that is comprised of actuals YTD Plus budget for the remaining periods with the full year overall budget , this doesn't appear to be possible. Comparisons actual month v month budget, actual YTD v Budget YTD and Actual YTD+Budget v Full Year Budget are a standard requirement and currently not possible in XERO.
Lorna Leonard
shared this idea
Thanks for sharing this idea, Lorna. We understand the request to add a full-year forecast column to the Budget Variance report that automatically combines actuals year-to-date with the remaining budget for the year.
This would allow users to compare their projected full-year result against the original full-year budget directly in the report, without manually combining actuals and remaining budget figures.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would improve your forecasting workflow, add your vote and share your use case.
