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Reports & tax

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Reports & tax

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  1. Please can you include an option to be able to view the budget further than the previous 12 months. I am trying to compare my full FY 2025, year-end 31 December 2025 to my full year's actual to report to our Board of Directors. Currently the Budget Manager in Xero only allows you to go back 12 months from the current date. I am therefore unable to generate the report required by my Board.

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    1 comment  ·  Budgets  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  2. It would be convenient if the dropdown for future months extended further than one future fiscal year. This can be circumvented by entering the second next fiscal year budget using the next fiscal year's months, and copying it to the correct months at year-end, when the next year's month become available, but this creates unnecessary additional work at year-end.

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    0 comments  ·  Budgets  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

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