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2 results found

  1. Subscriber change over

    The subscriber has left the business. I have access but cannot invite support to the ticket. I need to change the subscriber to me. I am the new Director. Please contact me

    1 vote

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    1 comment  ·  Billing  ·  Admin →
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    Not in pipeline  ·  AdminRidhwaan Uddin (Admin, Xero) responded

    Hi Paul


    It looks like you contacted our support team on this one, from which a case was raised and assisted on by our specialists.


    As a result, I've changed the idea status to 'Not in pipeline', as it doesn't look like it's an idea that you have suggested.


    However, feel free to submit your ideas or feedback on our product ideas page!


    Kind regards,

    Ridhwaan

  2. 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?

    26 votes

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    10 comments  ·  Billing  ·  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…

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