64 results found
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Xero for personal use
My main business uses a Xero subscription moderated by a by a book-keeper.
Is there are means to add personal non-business expense bank feeds into Xero under the same licence so they can be separately and privately monitored?
33 votesHi everyone, we appreciate the feedback we've received from customers that would like to use Xero to manage their own personal finances.
We want to be open that we don't have plans for developing a specific product for personal use - However, if you'd like to use a Xero business organisation for monitoring your personal finances, you could follow this process for getting set up:
- Set up your 'personal finances' organisation.
- Edit the Chart of Accounts, adding accounts that you would like to use (eg Salary & Wages, Groceries, Insurance Expense), and delete any unnecessary accounts.
- Add your personal bank accounts and import your bank transactions.
You could then use Tracking to create Categories like Income & Expenditure Goals and add the items that you'd like to track, as options within the related category.
The Tracking Summary Report will give you an overview of these 'goals'.
For customers in the…
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Subscription - Have an itemised subscription invoice by Xero Organisation
Have an itemised subscription invoice by Xero Organisation, so that it is easy for us to on charge the costs to our clients.
26 votesHi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
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Product Ideas Forum: Filter to show my own ideas
In this forum, I'd like to see a list of my own ideas, so that I can see if there's been any updates since I was last here
6 votesHi team, we appreciate the interest for this idea and improvoing the product ideas forums for your use.
As noted in my last response currently when logged into Xero Product ideas there is the option to go to Settings & activity from your initials in the top right of the screen Within this page you select the option to 'Export my data'. This'll email you a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online.
We appreciate wanting a simpler in product view of this and will continue to consider how we could solve for this as we develop this space. I'll share if there is any progress here.
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Xero Central | My cases - Change order to latest response on top
Organise support cases with latest response on top, rather than having to scroll to the bottom to see the latest answer.
7 votes
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