Security & support

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1. 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?

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   10 comments  ·  Billing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminSahima Bibi (Admin, Xero) responded

   Hi 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 UK we have recently launched Xero Simple aimed at supporting non-VAT customers prepare for MTD IT. You can check out more about this on our Blog.

   Hi 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… more

2. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

   This should be automatically added to your account, rather than having to save to Xero manually each month

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   42 comments  ·  Billing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

   To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

   This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

   When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.