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  1. Reporting: Budget - Add Budgets for Balance Sheet accounts

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    86 comments  ·  Reports & tax » Reporting  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and sharing how useful budgeting for Balance sheet accounts would be for your business.

    We've launched new Analytics Budgets which is in early access and can be accessed from the Reports centre.

    Though not in the first cut, balance sheet budgeting is planned, with intentions for you to be able to set a balance sheet budget and compare it with actuals in reports. We'll update you again as this work progresses to share more details.

    Neill Miller supported this idea  · 
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    Neill Miller commented  · 

    To do an effective cash flow projection month by month and forecast bank balances by month it is vital to be able to have a monthly forecast of when cash may be paid or received on each asset and each liability.